- Equitable (Charlotte, NC)
- Entry Level - Wealth Manager - Charlotte, Raleigh & Wilmington, NC; Greenville, SC (2548) ( 2100005D ) **Primary Location** : UNITED STATES-NC-Charlotte ... goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client Engagement** :… more
- Truist (Greensboro, NC)
- …**Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within the ... novo circumstance [limited established portfolio of clients upon job entry ], serves to establish new managed portfolio of financially...time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell,… more
- S&P Global (Raleigh, NC)
- **About the Role:** **Grade Level (for internal use):** 08 **About the Role:** **The Team:** BigDough Solutions provides an ecosystem of data and software solutions ... responsibilities will include the following: + Actas the day-to-day account manager for a portfolio of clients usingBigDoughSolutions products, leading all… more