- Bank of America (Charlotte, NC)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/ Investment -Consultant-II Merrill-Premium\_25029858) **Job Description:** At ... Investment Consultant II - Merrill Premium Charlotte, North...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- City National Bank (Charlotte, NC)
- * INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and ... net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting… more
- Bank OZK (Charlotte, NC)
- Job Purpose & Scope The VP, Trust Investment Officer constructs and manages individualized investment portfolios in conjunction with clients' financial needs and ... help them achieve their financial goals. Essential Job Functions + Manage investment portfolios for trust accounts, individual investment agency accounts, IRAs,… more
- TD Bank (Charlotte, NC)
- …this role. **Line of Business:** TD Wealth **Job Description:** The Head of Investment Product is responsible for formulating strategy that is required to build out ... ownership in developing, implementing, and managing US Wealth's suite of investment products including investment management, brokerage, annuities (fixed,… more
- Wells Fargo (Charlotte, NC)
- …Finance, Compliance, and Legal. **_Required Requirements_** + 5+ years of Investment Banking experience, or equivalent demonstrated through one or a combination ... of the following: work experience, training, military experience, education + Experience in structured finance or capital markets **_Desired Qualifications_** + 5+ years of experience in commercial and consumer structured products + 5 years capital markets… more
- Fifth Third Bank, NA (Charlotte, NC)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Provide leadership in the pitching and execution of M&A and Strategic ... that the high-priority projects are getting the appropriate attention. The Principal, Investment Banking, will play a leadership role in the evolution and… more
- Huntington National Bank (Charlotte, NC)
- Description Corporate and Investment Banking Internship Program Designed for high-performing undergraduate rising seniors, this immersive summer experience offers a ... IL Interns will work in one of three core areas: 1) Capital Markets Investment Banking teams, including 1) Syndicated and Leverage Finance 2) Debt Capital Markets 3)… more
- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...the group. Meaningful collaboration, participation in the community, and investment in the development of the Law Division are… more
- Huntington National Bank (Raleigh, NC)
- …include: Greenville, SC, Raleigh, NC, and Charlotte, NC Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities and interaction ... between the client and Huntington Bank in terms of establishment of documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth… more
- Huntington National Bank (Winston Salem, NC)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, ... years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high… more