- Huntington National Bank (Winston Salem, NC)
- Description Summary: The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: + Builds relationships with...the involvement of other specialists to fulfill the client's Wealth Plan with a strong focus on capturing assets… more
- Wells Fargo (Charlotte, NC)
- …Fargo is seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of ... business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **Business Overview** Wealth & Investment Management, or WIM, is one of the United… more
- Truist (Charlotte, NC)
- …and fees. Serve as a centralized point of contact for the opening of Wealth Management accounts and monitoring the process from beginning to completion. Identify and ... Level Agreements and guidelines. This may involve giving advice to client-facing wealth teams on proper procedures and policies necessary for account opening,… more
- First Horizon Bank (Charlotte, NC)
- …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... financial institution or Big Four advisory practice. Familiarity with Basel III , LCR/NSFR, TLAC, and related capital/liquidity regulatory frameworks. **COMPUTER AND… more
- Wells Fargo (Charlotte, NC)
- …of Investment Products leads the strategy, development, and management of Wealth & Investment Management's (WIM) investment product offerings including advisory, ... rationalization. + **Distribution & Sales Enablement** + Partner with distribution and advisor channels to support product education and adoption. + Develop product… more
- Wells Fargo (Charlotte, NC)
- …role:** Wells Fargo is seeking a Lead Financial Advisory Management Trainee in Wealth and Investment Management as part of the Wells Fargo Advisors' Manager ... a focus on driving productivity, recruiting new and experience advisor , expense management and other initiatives + Assist in...Securities Exchange Act of 1934 and FINRA Bylaws, Article III , Section 3, which states that Associated Persons should… more