- First Horizon Bank (Greensboro, NC)
- …associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business lending solutions ... managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their...maintain proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health,… more
- Atria Wealth Solutions (King, NC)
- …goals of the individual, then develop a financial plan or investment strategy to implement. Handle questions and objections professionally. + Gather confidential ... plan. + Perform various additional duties as may be assigned by the Program Manager . + Develop and maintain long-term relationships based on trust and respect with… more
- Wells Fargo (Charlotte, NC)
- **About this role:** Wells Fargo is seeking a Senior Lead CIB Business Manager in Corporate Investment Banking (CIB) as part of The Chief Operating Officer (COO) ... lines of business at wellsfargojobs.com . This opportunity as a CIB Business Manager within Capital & Portfolio Management will collaborate with senior business… more