• Ascent Managing Director Client…

    US Bank (Charlotte, NC)
    …and primary point of contact for a group of moderately to highly complex client relationships. Drives and coordinates the activity of the Ascent team providing a ... full complement of services to the client group. Demonstrates an ability to identify, develop and close sales opportunities from both new outside clients as well as… more
    US Bank (09/03/25)
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  • Client Advisor

    Hendrick Automotive Company (Charlotte, NC)
    …negotiation and closing abilities. + Ability to deliver a bespoke, high-touch client experience. + Tech-savvy, with proficiency in CRM systems and digital sales ... Inventory - Access to the most sought-after luxury vehicles and a prestigious client base. + Career Growth - Opportunities to advance within our elite dealership… more
    Hendrick Automotive Company (08/20/25)
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  • Medical Wealth Advisor II

    Truist (Charlotte, NC)
    … client segment definitions by facilitating the migration of clients to the appropriate Client Advisor on the team as well as makes referrals of new business ... More than 5 years of credit experience Successful experience as a client advisor with proven results **General Description of Available Benefits for Eligible… more
    Truist (07/08/25)
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  • Registered Wealth Management Client…

    Bank of America (Charlotte, NC)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are ... Registered Wealth Management Client Associate Charlotte, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer… more
    Bank of America (09/12/25)
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  • Roadway Technical Advisor - Team Lead

    HNTB (Charlotte, NC)
    …knowledge and experience in partnership with internal project team members and external client counterparts. Serves as an advisor on complex projects to provide ... or unusual engineering projects within discipline. + Coordinates technical aspects with client counterpart and teaming partners at local leadership level for work… more
    HNTB (08/07/25)
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  • Brokerage Registered Client Service…

    Truist (Charlotte, NC)
    …business development assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES ... routine client correspondence and perform maintenance of client records. 5. Manage the financial advisor 's...of client records. 5. Manage the financial advisor 's calendar to maximize the appointments' productivity by minimizing… more
    Truist (09/03/25)
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  • Registered Client Associate

    Wells Fargo (Charlotte, NC)
    …clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or ... **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part.... **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such… more
    Wells Fargo (09/09/25)
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  • Financial Advisor

    Navy Federal Credit Union (Matthews, NC)
    …mixture(s) of insurance/investment products and services to achieve the financial client 's goals as a registered representative/ advisor /agent of Navy Federal ... to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business...needs and complexity + Provide investment industry expertise to client investment consultations and servicing of life insurance and… more
    Navy Federal Credit Union (07/29/25)
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  • Oracle Cloud ERP Financials Architect

    IBM (Charlotte, NC)
    …with current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * This Job can be ... A Practice Director will work with project teams to assist with client advisory, scoping of implementations, solution design and overall engagement advisory for… more
    IBM (08/21/25)
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  • Oracle Cloud ERP Financials Lead

    IBM (Charlotte, NC)
    …current releases, features and practices and share with team. * Act as senior client -facing advisor on designs and best practices. * Perform hands-on delivery of ... design, build, testing, training, go-live and post-production support. * Working closely with client teams to understand their needs and offer solutions and design *… more
    IBM (08/21/25)
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