• 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 (07/29/25)
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  • Wealth Private Banking Advisor - Charlotte,…

    Truist (Charlotte, NC)
    …clients and determine appropriate strategies to meet client needs by recommending financial solutions for Wealth Private Advisor segment clients. c. Help ... both internally and externally. + Stay abreast of changing economic, legal, financial planning and investment trends and general market and business… more
    Truist (09/04/25)
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  • Premier Advisor or Banker

    Truist (Greensboro, 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 (08/23/25)
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  • Wealth Advisor

    Truist (Raleigh, 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 (08/29/25)
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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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  • Senior Trust Advisor

    Truist (Raleigh, NC)
    …below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which ... specialist where appropriate. 2. Proactively engage with clients to deliver all non- investment and banking aspects to meet client objectives, including but not… more
    Truist (08/19/25)
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  • Senior Client Case Representative

    Vanguard (Charlotte, NC)
    …investors, to treat them fairly, and to give them the best chance for investment success." In this role, you'll be the trusted professional clients turn to during ... Grow and nurture meaningful relationships with clients, becoming their trusted advisor during pivotal moments. Expertise and Simplicity: Take the complexity out… more
    Vanguard (09/06/25)
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  • Brokerage Registered 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 (09/03/25)
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  • Wealth Support Specialist II (Charlotte, NC.)

    Truist (Charlotte, NC)
    …overnight. Preferred Qualifications: 1. 5 years of previous banking or other financial institutional experience 2. Strong fiduciary and investment management ... job description:** * This position is located on-site* Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high… more
    Truist (08/30/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Greensboro, NC)
    …of the team + Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting ... preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects...+ Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
    First Horizon Bank (06/21/25)
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