- Vanguard (Charlotte, NC)
- …make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, ... (CFP(R)) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth ...using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth… more
- Truist (Charlotte, NC)
- …with a proven track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth... for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships… more
- Truist (Charlotte, NC)
- …products. + Ability to travel, occasionally overnight. **Preferred Qualifications** + Wealth management, brokerage, advisor and/or fiduciary experience **General ... America) **Please review the following job description:** The Business Unit Risk Advisor I engages with Business Unit leadership, primarily within Truist Wealth… more
- Vanguard (Charlotte, NC)
- …and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will play ... Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and...mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product… more
- Fifth Third Bank, NA (Charlotte, NC)
- …in business, financial services, accounting, law, or other related discipline Senior Wealth Planning Analyst Total Base Pay Range 69,800.00 - 143,100.00 ... in banking at Fifth Third Bank. GENERAL FUNCTION: The Senior Wealth Planning Analyst partners with and...(5) years of related work experience + Knowledge of financial planning programs (eMoney Advisor or comparable… more
- Deloitte (Raleigh, NC)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice,...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Wells Fargo (Charlotte, NC)
- …to support WIM. + Client Relationship Group: Oversees initiatives and support for financial advisor and team-led client coverage, including Wells Fargo Advisors, ... objectives + Helping clients build, manage, preserve, and transition their financial resources and wealth **Program Overview** WIM Early Careers seeks… more
- First Horizon Bank (Raleigh, NC)
- …culture, then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and ... valuable advice to clients and helping them achieve their financial goals and estate planning needs. Successful Financial...the tools and proven methods that will lead to Advisor and Client success. If you are ready to… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: ... in developing joint relationships between Allegacy Investment Group and Allegacy Wealth Management. + External relationships include Cuso Financial Services,… more
- Vanguard (Charlotte, NC)
- …to grow your career. By applying to this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard Advisor , You Will: ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning,… more