• US Private Bank - Wealth Advisor…

    JPMorgan Chase (Charlotte, NC)
    …you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' estate, income, ... tax, philanthropic , and other planning needs are identified and met...wealth and objectives. **Job Responsibilities** + Serve as an advisor to clients on personal planning matters + Identify… more
    JPMorgan Chase (10/16/25)
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  • Senior Wealth Advisor

    Vanguard (Charlotte, NC)
    …and goals related to investment advice, tax strategies, legacy & estate planning, philanthropic giving, and corporate trust services. They also manage trusts, ... impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored… more
    Vanguard (12/17/25)
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  • Senior Trust Officer - Senior Fiduciary…

    Wells Fargo (Winston Salem, NC)
    …personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely ... (Senior Fiduciary Specialist) on the Personal Market Service Team in Trust Client & Advisor Services as part of Wealth and Investment Management. Learn more… more
    Wells Fargo (12/20/25)
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