- The Cigna Group (Raleigh, NC)
- **Position Summary** The Client Solutions Sr. Advisor is responsible for providing subject matter expertise throughout the end-to-end sales process with ... Forsyth solutions based upon those needs. In this role, the Client Solutions Sr. Advisor will collaborate with all Forsyth cross-functional teams,… more
- Vanguard (Charlotte, NC)
- …and make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and Wealth Management division, you will ... communicating Vanguard's investment philosophy and making recommendations that consider client suitability, risk tolerance, appropriate saving/spending strategies, Senior… more
- Truist (Asheville, NC)
- …investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing relationships ... **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth, multi-generational clients.… more
- First Horizon Bank (Raleigh, NC)
- …then you have found your home with First Horizon Advisors. As a Financial Advisor , you will be responsible for developing client relationships and partnerships ... the tools and proven methods that will lead to Advisor and Client success. If you are...and demonstrate high level understanding of investment offering and solutions . * Engage your connectivity in the community to… more
- Huntington National Bank (Charlotte, NC)
- …build long-lasting relationships with both existing and new clients to become Financial Advisor Senior . Our Financial Advisors partner closely with branch staff ... to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties & Responsibilities: + Responsible for… more
- Vanguard (Charlotte, NC)
- …Vanguard's new Risk, Control and Governance department as a highly skilled and motivated Senior Risk and Control Advisor to the Advice and Wealth Management ... a critical part in building a successful AWM business by developing solutions to business problems and conducting analysis to help management proactively address… more
- Lenovo (Morrisville, NC)
- Technical Client Advisor **General Information** Req # WD00077724 Career area: Sales Country/Region: United States of America State: North Carolina City: ... edge, high performance computing and software defined infrastructure), software, solutions , and services. Lenovo's continued investment in world-changing innovation… more
- Truist (Raleigh, NC)
- …Uses sophisticated analytical thought to exercise judgment and identify innovative solutions . 9. Mentors less experienced teammates to build technical expertise. 10. ... complex technical and business problems. 7. Ability to influence others at senior levels to adopt a new perspective. **Preferred Qualifications:** 1. Master's degree… more
- Atria Wealth Solutions (King, NC)
- …with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC area. ABOUT ALLEGACY: Do you ... accomplishing their financial goals. Offer regularly scheduled reviews to monitor client progress toward goals. Review risk tolerance, asset allocation models and… more
- Truist (Charlotte, NC)
- …investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client 's financial needs and to enhance existing relationships. ... net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service...working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven… more