- 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
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As...a 172 year history of successfully providing advice based financial solutions, this would be a great fit for ... a Senior Wealth Advisor you will be part of a team of...corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information to assess client… more
- Truist (Raleigh, 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
- Truist (Raleigh, NC)
- …mentioned below. Specific activities may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...meet client objectives, including but not limited to providing financial planning guidance in the areas of estate planning,… 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
- 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
- TD Bank (Charlotte, NC)
- …Money Movement, Account Maintenance & Servicing + Leads Administration team for Wealth , with responsibility for Advisor compensation management and execution, ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth ...Finance to ensure alignment across job families, entitlements, and financial & regulatory reporting. **Depth & Scope:** + Provides… 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