- Truist (Charlotte, NC)
- …**Please review the following job description:** The Business Unit Risk Advisor engages with Structured Credit Originations (Asset-Based Lending, Equipment ... metrics, management and remediation of issues, and serving as a risk advisor to business unit stakeholders. **Essential Duties and Responsibilities** Following is a… more
- Cardinal Health (Raleigh, NC)
- **_What Credit contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains ... financial reports, oversees financial systems and safeguards the organization's assets. Credit is responsible for managing Cardinal Health's trade and note… more
- Truist (Charlotte, NC)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- Wells Fargo (Charlotte, NC)
- …& Investment Management is seeking a Lead Product Manager to join the Advisor Gateway Product Team, a high-impact leadership role focused on shaping the future ... of our digital advisor experience. Advisor Gateway is Wells Fargo's...are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), which includes… more
- Edward Jones (Statesville, NC)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences… 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 client experience ... with a robust platform of investments, credit , trust and planning solutions. We offer a competitive...enhance the business development function. Be viewed as an advisor by serving as a resource speaker for related… more
- Truist (Wilmington, NC)
- …providing for an easier method of contact, expertise, and servicing. The Business Connect Advisor II works in a team environment to advise a pool of clients with ... but not limited to depository/treasury, lending and wealth solutions. Business Connect Advisor IIs will leverage their expertise and business acumen to facilitate… more
- US Bank (Charlotte, NC)
- …advise clients holistically on wealth and estate planning, investments, banking, credit , insurance, charitable giving, and fiduciary administration. In addition, PWM ... capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client… more
- Edward Jones (Gastonia, NC)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...are a valued part of our firm, and we credit much of our success to their unique experiences… more
- Truist (Greensboro, NC)
- …profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment and asset ... and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass affluent… more