• Investment Advisor Sr

    PNC (Charlotte, NC)
    …valued and have an opportunity to contribute to the company's success. As an Investment Advisor Sr . within PNC's Asset Management Private Bank organization, ... OPT for this position. **Job Description** + Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of… more
    PNC (09/18/25)
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  • Senior Investment Sales…

    Sands Investment Group (Charlotte, NC)
    …growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
    Sands Investment Group (08/08/25)
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  • Financial Advisor

    Atria Wealth Solutions (King, NC)
    …Services, LP ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor . Products offered through CFS: are not NCUA/NCUSIF or ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...in their commitment to serving our members. The Allegacy Investment Group is seeking a financial professional guided by… more
    Atria Wealth Solutions (08/23/25)
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  • Senior Equity Portfolio Manager

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a highly skilled Senior Equity Portfolio Manager ( Senior Investment Portfolio Manager) to lead the management of ... Provide thought leadership and industry presence representing Equity Optimization at investment conferences, advisor forums, and client events, sharing expertise… more
    Wells Fargo (10/30/25)
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  • Senior Compliance Analyst - Park Avenue…

    Guardian Life (Raleigh, NC)
    …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
    Guardian Life (09/10/25)
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  • Sr . Manager, Wealth Advisor…

    Charles Schwab (Charlotte, NC)
    …candidate for this role to work on site in the specified locations.** As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built… more
    Charles Schwab (10/17/25)
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  • Sr Director - Institutional Wealth…

    Principal Financial Group (Charlotte, NC)
    …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Asset… more
    Principal Financial Group (09/13/25)
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  • Sr Software Engineer II (Salesforce)

    Principal Financial Group (Charlotte, NC)
    **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... of a team building foundational chat, video, co-browsing, scheduling, and advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain… more
    Principal Financial Group (10/24/25)
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  • Senior Auditor

    Bank of America (Charlotte, NC)
    …and controls within Investment Products, Portfolio Construction, the Chief Investment Office, Financial Advisor Activities, Banking Product Sales, Licensed ... Senior Auditor Charlotte, North Carolina;Newark, Delaware; Atlanta, Georgia; East Hartford, Connecticut; Dallas, Texas **To proceed with your application, you must… more
    Bank of America (10/17/25)
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  • Sr Director, Finance - FP&A & Strategy

    Evolent (Raleigh, NC)
    …Stay for the culture. **What You'll Be Doing:** Evolent is looking for a Senior Director, Finance - FP&A & Strategy to join our team of Finance professionals ... stakeholders at all levels. + Act as a strategic advisor , building trusted relationships with business leaders and providing...a trusted SME and thought partner to Finance and Senior Leadership. + Drive strategic initiatives and solve complex… more
    Evolent (10/15/25)
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