• Financial Advisor

    Navy Federal Credit Union (Matthews, NC)
    …services to achieve the financial client's goals as a registered representative / advisor /agent of Navy Federal Investment Services (NFIS) and ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
    Navy Federal Credit Union (06/28/25)
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  • Client Advisory Center Financial…

    Truist (Charlotte, NC)
    …to uncover needs and provide opportunities to add value through holistic financial management. + Demonstrates how particular investment solutions match client's ... organized individual with knowledge of essential systems, policies and procedures, and investment products and services including basic financial planning and… more
    Truist (06/06/25)
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  • Premier Advisor or Banker

    Truist (Mooresville, NC)
    …sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to ... Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) -… more
    Truist (05/22/25)
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  • Wealth Advisor

    Truist (Charlotte, NC)
    …of the team * Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
    Truist (07/12/25)
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  • Governance & Controls - Risk Advisor I…

    Truist (Charlotte, NC)
    …dedicated localized supervisor for assigned group of high performing Wealth Brokerage advisor teams and primary point of contact for Central Supervision Group (CSG) ... a focus on mitigating risk for the firm from financial , reputation and regulatory items. Ensure that the advisors...risk, audit, and regulatory issues. + Primary reviewer of advisor Regulation Best Interest documentation as it pertains to… more
    Truist (06/02/25)
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  • Trust Administration Advisor

    Truist (Charlotte, NC)
    …of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts. Manages a portfolio of varying ... activities may change from time to time. 1. Understands and is conversant with financial and estate planning strategies and is able to understand and interpret legal… more
    Truist (05/14/25)
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  • Medical Wealth Advisor II

    Truist (Charlotte, NC)
    …basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software. + Strong credit knowledge ... in the Medical Specialty Group. Develops and deepens relationships through proactive financial consulting for all clients. Typically manages a portfolio of Medical… more
    Truist (07/08/25)
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  • Wealth Advisor Platform Senior Product…

    Truist (Charlotte, NC)
    …the product in order to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals. + Coordinate with Subject matter ... business leaders and operational teams to define the strategic and tactical advisor and teammate needs, system enhancements and priorities + Partner with vendor… more
    Truist (07/02/25)
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  • Strategic Advisor and Systems Analyst

    Truist (Charlotte, NC)
    …and strategic alignment across business functions. Act as a trusted advisor , translating complex data into executive-ready insights and enabling informed ... solutions to complex organizational challenges. + Act as a strategic advisor to executive stakeholders, delivering operational assessments, scenario modeling, and… more
    Truist (06/11/25)
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  • Centralized Brokerage Client Service Associate…

    Truist (Charlotte, NC)
    …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... Financial Advisors in servicing clients including preparing financial plans, conducting investment research and completing...transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to… more
    Truist (07/15/25)
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