• Brokerage Registered Client…

    Truist (Charlotte, NC)
    …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND ... clients including preparing financial plans, conducting investment research and completing client trades and transactions. 2. Receive and place orders as directed… more
    Truist (09/03/25)
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  • Registered Client Associate

    Wells Fargo (Charlotte, NC)
    **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... and preparing for appointments with new or prospective clients + Establish and service client accounts, prepare forms, research account inquiries and/or issues +… more
    Wells Fargo (09/09/25)
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  • Investment Consultant II - Merrill Premium

    Bank of America (Charlotte, NC)
    …self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key ... products, financial markets, policies, procedures, and processes to the client 's investment needs. Job expectations include owning the management, research,… more
    Bank of America (07/16/25)
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  • Regional Manager -HFA and Preferred Banking

    Huntington National Bank (Charlotte, NC)
    …execution and care for HFA clients to include their planning, advisory, brokerage and insurance solutions. Duties and Responsibilities: + Develops sales strategies, ... new financial instruments and techniques and can adequately present new products to the client . + Ensures that all business is suitable for clients and in compliance… more
    Huntington National Bank (08/29/25)
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  • Retail Banking Summer Intern Program…

    PNC (Charlotte, NC)
    …education with real-world job experience. Retail Banking provides deposit, lending, brokerage and insurance services and investment management and cash management ... Retail Bank. You will gain on-the-job experience by having the opportunity to service on of our Retail Banking segments. The complexity of assigned projects will… more
    PNC (08/09/25)
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