- Truist (Charlotte, NC)
- …abreast of observations, trends and policy oversights + Primary approval of advisor Regulation Best Interest documentation as it pertains to trigger events assigned ... by the division of Truist offering the position. Truist offers medical , dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred… more
- Truist (Greensboro, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... with banking, investments, and/or retail lending. (experience may include Retail, Wealth , Advisory, and/or Retail Lending experience) or one years' experience in… more
- First Horizon Bank (Charlotte, NC)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- First Horizon Bank (Charlotte, NC)
- …site at location listed in job posting. **Summary** : The Business Risk and Controls Advisor sits in the first line of defense and is responsible for executing risk ... and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and… more
- Wells Fargo (Charlotte, NC)
- …investment sales, full balance sheet solutions and deposit balances + Act as an advisor within Wealth Market Growth Strategy functional area to senior leadership ... of professionals and managers across the enterprise and serve as an expert advisor to leadership within Wealth Market Growth Strategy functional area **Required… more
- Truist (Charlotte, NC)
- …results through praise, recognition, compensation and promotions. 8. Close collaboration with Financial Advisor , Wealth Advisor and Premier Banking to ensure ... alignment on planning strategy and support for advisor -led planning 9. Collaborate with Wealth Strategist...the division of Truist offering the position. Truist offers medical , dental, vision, life insurance, disability, accidental death and… more
- Thrivent Financial (Hendersonville, NC)
- Summary Michael Jay Raymond is an independent Wealth Advisor of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple ... Executive Assistant will provide comprehensive support to the Lead Advisor , Michael Jay Raymond, by handling both personal and...upon experience. Benefits: 2 weeks paid time off. No medical or dental provided. Professional growth is supported and… more
- Wells Fargo (Charlotte, NC)
- …Work directly with Financial Advisors and Area Managers within the Wells Fargo Advisor Premier Channel to facilitate growth across investments and full balance sheet ... views, products and platforms + Collaborate internally to deliver a strong Advisor experience + Drive adoption of Wells Fargo products including investment solutions… more
- Wells Fargo (Charlotte, NC)
- …is searching for a Lead Portfolio Manager - Municipal Fixed Income (Lead Wealth Investment Portfolio Manager). The Fixed Income Strategies Team (FIST) is part of ... Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community + Participate in fixed income outreach to… more
- First Horizon Bank (Mount Holly, NC)
- …through Friday 9:00AM to 5:00PM, The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their ... make referrals to bank partners, including but not limited to mortgage, wealth , private client, and business banking. + Proactive Client Outreach: Conduct regular… more