• Senior Wealth Advisor

    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
    Vanguard (09/18/25)
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  • Senior Wealth Advisor

    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
    Comerica (11/19/25)
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  • Wealth Advisor III

    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
    Truist (09/30/25)
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  • Controls & Governance Advisor , Advice…

    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
    Vanguard (10/11/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Charlotte, NC)
    …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
    City National Bank (10/24/25)
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  • Wealth Strategic Execution and Business…

    Truist (Charlotte, NC)
    …one of the Wholesale Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support ... to develop business strategy and drive performance 2. Serving as a trusted advisor and extension of leadership in providing vision, direction, and expertise to… more
    Truist (09/20/25)
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  • Financial Advisor

    Atria Wealth Solutions (King, NC)
    …unions and their members. We deliver a clear path to the future of wealth management with the open-minded agility, senior -level access, and expert technology to ... (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King NC...Allegacy Investment Group services. Also work closely with Allegacy Wealth Management Group in developing joint relationships between Allegacy… more
    Atria Wealth Solutions (11/22/25)
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  • Certified Financial Advisor

    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
    Vanguard (10/23/25)
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  • Audit Sr Advisor - Corporate

    First Horizon Bank (Charlotte, NC)
    …responsible for completing audit engagement assignments with minimal supervision. The Audit Sr. Advisor is expected to: + understand and identify the full range of ... in conformance with internal audit methodology; + seasoned and strategically minded senior internal auditor with a deep understanding of banking and financial risk… more
    First Horizon Bank (09/27/25)
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  • Senior Administrative Assistant

    Thrivent Financial (Hendersonville, NC)
    Summary Michael Jay Raymond is an independent Wealth Advisor of Thrivent Financial. We take a broad-based approach to helping our clients achieve multiple ... and help them implement an integrated financial strategy. The Senior Administrative Assistant will provide high level support to...Assistant will provide high level support to the Lead Advisor , Michael Jay Raymond, by handling various tasks as… more
    Thrivent Financial (09/18/25)
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