NewWealth Advisor, Wealth Advisory Charles SchwabWealth Advisor, Wealth AdvisoryCharlotte, NCClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
NewSenior Manager, Wealth Advisor - Wealth Advisory Charles SchwabSenior Manager, Wealth Advisor - Wealth AdvisoryCharlotte, NCTime Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. • Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewSr. Technical BA | Capital Markets | Front office | Hybrid in Atlanta Living TalentSr. Technical BA | Capital Markets | Front office | Hybrid in AtlantaCharlotte, NC$165,000–$180,000 / yearSit at the intersection of investment ops and platform development — supporting a wealth management platform across the full trading lifecycle, from portfolio construction and rebalancing through execution and reporting. Serve as the primary bridge between Portfolio Managers, Financial Advisors, and engineering teams — translating complex business needs into well-defined, actionable requirements.
Relationship Banker First Horizon BankRelationship BankerDurham, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Asheville Market Leader /Sr Community Banker - Business Banking First Horizon BankAsheville Market Leader /Sr Community Banker - Business BankingAsheville, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Develops new relationships through calling on targeted potential clients; uncovers prospect needs for products and services and recommends solutions; develops sales plans and strategies; finalizes and helps structure and close deals with high close rate; answers questions.
Relationship Banker- Float First Horizon BankRelationship Banker- FloatDurham, NCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Business Advisory Banking Relationship Manager First Horizon BankBusiness Advisory Banking Relationship ManagerWinston-Salem, NCResponsible for acquiring, managing, growing, retaining, risk management, and relationship development/planning of approximately 250 business relationships with $1 - 5 mm in annual revenues, serving as a single point of contact for the customers within the bank; deliver business and deposits services, sell secured and unsecured business loans adhering to credit policy and underwriting parameters; identify referral opportunities for Retail Branch Partners and Business Product Partners; serve as a business consulting resource for the Retail Branch network. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services.
Digital Marketing Manager Carolina Estate PlanningDigital Marketing ManagerWinston-Salem, NC$85,000–$95,000 / yearIn addition to running our digital marketing channels, you will play a key role in building and nurturing our referral partner network — organizing events and cultivating relationships with other professionals who serve our ideal clients. Build and maintain a robust referral partner network of financial advisors, CPAs, elder law professionals, wealth managers, senior care providers, and other centers of influence who serve our ideal clients.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorNCThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Senior Wealth Advisor Vanguard GroupSenior Wealth AdvisorCharlotte, NCYou will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of 5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. As experts in the advice space, Wealth Advisors promote continuous professional development by maintaining an advanced understanding of financial planning, capital markets, and the financial industry, and are willing to coach and support their peers.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorCharlotte, NCThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorCharlotte, North CarolinaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
Wealth Advisor REV Federal Credit UnionWealth AdvisorWilmington, NCHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. This role focuses on building and deepening long-term advisory relationships, delivering personalized investment and planning strategies, and supporting members through all stages of their financial journey.
Wealth Advisor REV CareerWealth AdvisorWilmington, North CarolinaHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. This role focuses on building and deepening long-term advisory relationships, delivering personalized investment and planning strategies, and supporting members through all stages of their financial journey.
Wealth Advisor, Flexible Affiliation - Remote UrrlyWealth Advisor, Flexible Affiliation - RemoteCharlotte, NCRemote$215,000–$400,000Best fit: advisors who have shown they can build, but now feel boxed in by platform rigidity, limited investment flexibility, canned marketing, slow decision-making, or economics that no longer match the practice they are growing. AMB Wealth is growing a flexible advisor platform for experienced advisors with established client relationships, clean compliance, and a desire for more autonomy, better support, and clearer long-term economics.
Private Wealth Advisor Professions IncPrivate Wealth AdvisorCharlotte, NCAs a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.
Wealth Advisor FNB CorpWealth AdvisorCharlotte, NCPrepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorNC$80,000–$95,000 / yearBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Associate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorCharlotte, North CarolinaWith over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.
Wealth Advisor (Raleigh, NC) Mercer AdvisorsWealth Advisor (Raleigh, NC)Raleigh, North CarolinaAdvanced knowledge of financial planning concepts and Firm's services/offerings; Financial Planning software and comparison tools; provides project management of client assignments; can analyze, draft, edit, deliver, and present financial planning modules to clients. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
Wealth Advisor CorientWealth AdvisorClayton, North CarolinaCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorCharlotte, NC$134,280–$164,120 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.
Wealth Advisor First National Bank Of PennsylvaniaWealth AdvisorCharlotte, North CarolinaPrepares all required internal activities reporting, expense reporting, pipeline management and business planning reports and prepares sales activity reports, organic sales reports and external Center of Influence calling effort reports monthly, timely and in a manner consistent with current procedures. Sells investment services directly and indirectly to clients, prospects, employees, Centers of Influence, community leaders and others who influence potential customers to positively impact financial results of the corporation.
NewWealth Advisor Trainee Licensing & Mentorship Path Equitable Advisors LLCWealth Advisor Trainee Licensing & Mentorship PathRaleigh, NCEquitable Advisors in Raleigh, NC, seeks a Financial Professional dedicated to fostering client relationships and delivering personalized financial strategies. This role demands a Bachelor's degree and various licenses, including State Life & Health, SIE, Series 7, and Series 66.
NewWealth Management Advisor, Charlotte, NC U.S. BankWealth Management Advisor, Charlotte, NCHuntersville, North CarolinaIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Wealth Advisor Career Headhunter LLCWealth AdvisorDurham, NCFull timeOur advisors are supported by a collaborative culture, innovative resources, professional development opportunities, and a shared commitment to helping clients and advisors achieve meaningful success. If you're looking for greater flexibility, stronger support, long-term growth opportunities, and a platform designed to help advisors succeed, we'd love to connect with you.
Wealth Advisor III Truist BankWealth Advisor IIICharlotte, North CarolinaEstablish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team. * Graduate of a leadership or management development program (Such as LDP, Banking School) General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Cary, NCCary, NCFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryCharlotte, NCClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Sr Manager, Wealth Advisor Schwab Wealth Advisory The Charles Schwab CorpSr Manager, Wealth Advisor Schwab Wealth AdvisoryCharlotte, NCTime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewSr Manager, Wealth Advisor - Schwab Wealth Advisory Charles Schwab CareersSr Manager, Wealth Advisor - Schwab Wealth AdvisoryCharlotte, NCCoachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.* Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations. Additional Requirements* CFP® designation or CFA® designation* Bachelor's degree* Active FINRA Series 7 license* May be obtained with a 120-day condition of employment* Active FINRA Series 66 license (or equivalent)* May be obtained within the first 120 daysIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Wealth Management & Investment Advisor First Mid Bancshares, Inc.Wealth Management & Investment AdvisorClayton, North CarolinaResponsibilities include, but are not limited to: Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that are most appropriate to meet their client’s needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client’s financial lives.
NewWealth Management Advisor, Charlotte, NC U.S. BancorpWealth Management Advisor, Charlotte, NCHuntersville, NC$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Wealth Advisor Platform Senior Product Manager - Fiduciary Truist Financial CorpWealth Advisor Platform Senior Product Manager - FiduciaryCharlotte, NCCoordinate with Subject matter experts, business leaders and operational teams to define the strategic and tactical advisor and teammate needs, system enhancements and priorities Partner with vendor partners, technology teams across Truist organization and CRM partners to determine system requirements, solutions, integrations and system connectivity Develop and oversee change management initiatives related to the Product and ensure teammates are properly trained Coordination and development of the various testing and implementation activities Ensure operational aspects of the product are running effectively including managing vendor relationship, issues/task lists, process and procedure documentation, SLAs, reporting etc. Preferred Qualifications: Master's degree in business, accounting, finance, banking or related field Project Management Professional (PMP) Certification Six-Sigma Certification Systems and technology platform development, Agile process understanding Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.
J.P. Morgan Wealth Management - Private Client Advisor - Kernersville, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Kernersville, NCKernersville, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Hampstead, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Hampstead, NCNCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Charlotte, NCCharlotte, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Wendell, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Wendell, NCWendell, NCThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Raleigh, NCRaleigh, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Mooresville, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Mooresville, NCMooresville, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewJ.P. Morgan Wealth Management - Private Client Advisor - Mountain Island JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Mountain IslandCharlotte, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Cary, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Cary, NCCary, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South East Asheville, NC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - South East Asheville, NCAsheville, NCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Advisor - PNC Wealth Management The PNC Financial Services Group IncWealth Advisor - PNC Wealth ManagementCharlotte, NCIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementCharlotte, NCIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
NewStrategic Wealth Advisor: Client Growth & Planning JobtailorStrategic Wealth Advisor: Client Growth & PlanningCharlotte, NCYou will coach branch staff, identify opportunities, and lead efforts to achieve investment results while ensuring compliant, high-quality client service.#J-18808-Ljbffr. Jobtailor in Charlotte, NC seeks an experienced financial professional to consult on investment and insurance strategies and to develop comprehensive financial plans for clients.
NewRemote Associate Wealth Advisor - Client-Focused Planning Focus Partners WealthRemote Associate Wealth Advisor - Client-Focused PlanningCharlotte, NCRemote$75,000–$85,000 / yearThis critical role involves developing personalized wealth strategies and closely collaborating with Wealth Advisors to enhance client relationships. Ideal candidates will have at least 4 years of financial service experience and a strong grasp of investment and tax planning strategies.
NewSenior Wealth Advisor: Build Legacy with Uncapped Earnings Career Headhunter LLCSenior Wealth Advisor: Build Legacy with Uncapped EarningsDurham, NCCareer Headhunter LLC is seeking a dedicated Wealth Advisor to build successful client relationships and provide comprehensive financial planning. Join SFC to achieve your professional goals and make a significant impact in your clients' lives.#J-18808-Ljbffr.
Wealth Advisor Platform Senior Product Manager - Fiduciary Truist BankWealth Advisor Platform Senior Product Manager - FiduciaryCharlotte, North CarolinaCoordinate with Subject matter experts, business leaders and operational teams to define the strategic and tactical advisor and teammate needs, system enhancements and priorities Partner with vendor partners, technology teams across Truist organization and CRM partners to determine system requirements, solutions, integrations and system connectivity Develop and oversee change management initiatives related to the Product and ensure teammates are properly trained Coordination and development of the various testing and implementation activities Ensure operational aspects of the product are running effectively including managing vendor relationship, issues/task lists, process and procedure documentation, SLAs, reporting etc. Master’s degree in business, accounting, finance, banking or related field Project Management Professional (PMP) Certification Six-Sigma Certification Systems and technology platform development, Agile process understanding Sound working knowledge of holistic banking/investment platforms, products, services, operations, finance and systems.
NewWealth Advisor Development Program - Trainee Bank of AmericaWealth Advisor Development Program - TraineeCharlotte, NCThis position requires good communication and organizational abilities, with extensive training and support provided to ensure success.#J-18808-Ljbffr. A leading financial institution is seeking a Financial Advisor for the Advisor Development Program to help high-net-worth individuals.