- Truist (Charlotte, NC)
- …dedicated localized supervisor for assigned group of high performing Wealth Brokerage advisor teams and primary point of contact for Central Supervision Group (CSG) ... for open risk, audit, and regulatory issues. + Primary reviewer of advisor Regulation Best Interest documentation as it pertains to solicited transactions and… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** This Senior Technology Risk Advisor role is responsible for ensuring strong first line of defense risk ... **Job Description:** **(expecting this aligns to the common GCO Senior Risk Advisor II job description)** Following is a summary of the essential functions… more
- Comerica (Raleigh, NC)
- Job Description Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra-high net worth, ... Custom Credit, and strategic asset allocation recommendations, multi-generational estate and tax planning, cash flow analysis and budgeting, and risk management to… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... in the community * Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships.… more
- Truist (Charlotte, NC)
- …Managers, Wealth Strategists, and external advisors to define and meet clients' tax , financial, estate planning, and banking goals and objectives. 4. Ensures trust ... proper memorialization of files in the iWork document imaging system and Advisor Desktop systems. 5. Coordinates annual Reg-9 administrative review resolution and… more
- Motion Recruitment Partners (Durham, NC)
- Data & Technology Advisor Durham, North Carolina **100% Remote** Contract $50/hr - $53/hr Our client, a nationally recognized and award-winning company in the health ... has a contract opening for a Data & Technology Advisor . They have over 4 million customers and 5,000+...Indemnity Insurance + 401(k) including match with pre and post- tax options + Paid Sick Time Leave + Legal… more
- Bank of America (Charlotte, NC)
- Wealth Strategies Advisor Charlotte, North Carolina;New York, New York; Boston, Massachusetts; Melville, New York **Job Description:** At Bank of America, we are ... planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business… more
- Thrivent Financial (Greensboro, NC)
- …well-established, high performing team is currently looking for a Financial Advisor . This position provides support to Freedom Financial Planning Group's existing ... tools and platforms like Salesforce, Money Guide Pro, What-If Tax , etc. * Participate in events to attract new...and respond to client inquiries * Collaborate with Lead Advisor on complex scenarios * Schedule, prep, and document… more
- Truist (Mooresville, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered Retirement… more
- Truist (Charlotte, NC)
- …segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business opportunities ... than 5 years of credit experience Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible Employees… more
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