- Vanguard (Charlotte, NC)
- …career and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors onboard clients and manage a… more
- Comerica (Charlotte, NC)
- Job Description Senior Wealth Advisor As a Senior Wealth Advisor you will be part of a team of experienced professionals providing exceptional ... maintain visibility and enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related activities. Client Management… more
- Huntington National Bank (Charlotte, NC)
- …business segment that aligns with business priorities. + Serve as a trusted communications advisor for senior Wealth Management leadership . + Lead the ... Business Segment Communications, Associate Director will support Huntington's growing Wealth Management business , leading communications strategy and execution that… 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
- 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 ... Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… more
- Wells Fargo (Charlotte, NC)
- …Digital, Independent Solutions and WIM Investment Solutions and partner with senior leaders to drive performance, optimize operations, and support long-term growth. ... prioritize and execute areas of improvement throughout the company. ** Wealth Investment Management** Wells Fargo Wealth &...These clients can be a funnel to our other advisor channels as their client's needs change over time.… more
- Wells Fargo (Charlotte, NC)
- **2026 Wealth & Investment Management (WIM) Analyst Program - Early Careers** **About this role:** Wells Fargo is seeking talented individuals to join the 2026 ... Wealth & Investment Management (WIM) Analyst Program. Learn more...strategic projects, mentorship, and coaching while gaining exposure to senior leaders. Analyst responsibilities may include investment management, financial… more
- American Heart Association (Charlotte, NC)
- …involved in advising potential and active donors to the Association. The Senior Advisor cultivates and stewards current and prospective donors, both ... -level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual...giving to the American Heart Association. In addition, the Senior Advisor serves as a subject matter… more
- Vanguard (Charlotte, NC)
- …By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity. As a Vanguard ... Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified...trust and estate planning knowledge to help preserve client's wealth . + In-depth knowledge of financial planning, investment strategies,… more
- Wells Fargo (Charlotte, NC)
- …services industry. Proven ability to communicate and interface effectively with senior leaders/principals/FAs. Demonstrated ability to work as part of a team. ... knowledge of BETA and Smart Station/workflow. + Understanding of the independent advisor business. **Job Expectations:** + This position offers a hybrid work… more