- US Bank (Charlotte, NC)
- …team. This role will support audit coverage of the Wealth Management , Investment Advisory Services and Trust Operations. Operations provides direct support ... laws, regulations, financial services, and regulatory trends impacting wealth management , investment advisory services, and knowledge of trust and fiduciary… more
- JPMorgan Chase (Charlotte, NC)
- …+ Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + Partner with ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Comerica (Raleigh, NC)
- …multi-faceted financial institutions or similar institutions, especially with relationship bankers, wealth management , treasury management , product, service ... into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people… more
- Oracle (Raleigh, NC)
- …Global Banking, Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management , Private Wealth Management , and Cash & Profitability ... solutions because we connect thousands of companies with enterprise products they can trust . We are the leader in the Financial Services space globally. The… more
- Vanguard (Charlotte, NC)
- …help you obtain required licenses. + Dedicated onboarding to Vanguard's Advice & Wealth Management business and working model. + Access to development resources, ... within 90 days of joining. + Ability to build trust and rapport with clients, using a consultative sales...build expertise and grow your career within Advice & Wealth Management Qualifications : + Minimum of… more
- US Tech Solutions (Charlotte, NC)
- …and specialize subject matter expertise to individual tax clients. + Work with Wealth Management partners to deliver sophisticated income tax planning advisory ... influential clients. + Serves as an expert resource for Wealth Management partners on client income tax...estates. + Prepare and implement debits on individual and trust accounts for tax payments, including tax filings, tax… more
- City National Bank (Charlotte, NC)
- …to assess the adequacy of the banks accounting and operating control environment. Wealth management and fiduciary audits in corporate, employee benefit, and ... personal trust relationships, propriety mutual funds, investment management , broker/dealer and security sales and trading activities. IT audits including… more
- US Coast Guard (Elizabeth City, NC)
- …member of the Coast Guard team. Typical work assignments include: Advising management and contracting officers on matters pertaining to contracting policies and ... Program and Project Managers Level I (FAC P/PM-I) or management determined equivalent within two years of entry into...pass a background investigation. This position requires a Public Trust clearance. All Federal employees are required to have… more
- Truist (Greensboro, NC)
- …Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor ... and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the delivery of… more
- Coinbase (Charlotte, NC)
- …needs of a high-growth and fast paced organization. * Experience in Banking, Wealth Management , Corporate Fiance, Asset Management , FinTech or Crypto. ... a best in class experience for our customers through effective stakeholder management , task management , decisive prioritization, and efficient execution. *… more