UNKNOWN

FEED

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. 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.

Truist Financial Corp

Premier Advisor - Charlotte, NC

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Premier Advisor - Monroe, NC

6+ years' experience in one or more of the following various sector packages; Aladdin, Simcorp, Charles River, Fidessa, EZE, Calypso / Murex, Bloomberg AIM, Portware, FlexTrade, FIS, Eagle PACE, IMS Markit EDM, Data Science platform buildout, Ipreo (iLevel and ival), eFront, Investran, Workday, SalesForce, Market Intelligence experience: DST SalesConnect, Market Metrics Matrix, and Fishtank. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.

YEAR

Deloitte

Manager, Industry Solutions, Investment Wealth Management

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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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients'' individual goals, risk tolerances and best interests.

Financial Advisor - Private Client Group

Brokerage Financial Advisor

First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast. Manages internal Know Your Client "KYC" for new client onboardings, articulating BSA / AML requirements to client based on legal entity type; supports clients in triaging additional information needed to satisfy regulatory requirements.

First Citizens BancShares Inc

Relationship Advisor II

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. Job SummaryActively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.

Truist Bank

Financial Advisor - Investment Services Group

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. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.

Truist Financial Corporation

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. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.

This role will primarily focus on answering incoming phone calls and responding to inquiries submitted via online contact forms. 1-3 years of related experience in customer service/after-sales, in a luxury, manufacturing, or technical product environment highly preferred.

Audemars Piguet

Client Care Advisor (TEMP)

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

Edward D Jones & Co LP

Financial Advisor

This role offers an opportunity to work closely with leadership, gain meaningful industry experience, and accelerate your path toward becoming a CFP®, CFA®, Wealth Advisor, Operations Leader, CIO, COO, or other executive-level professional. You'll become a trusted resource for clients, advisors, and colleagues while gaining firsthand exposure to wealth management, financial planning, operations, and business leadership.

Ivy Way Placements

Client Service Associate

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OTHER

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience.

Choreo

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FULL_TIME

Reporting to the President, who currently serves as Hilltop’s interim COO/CCO, the Director of Operations will own day-to-day operational performance, client-service execution, workflow discipline, team accountability, and operational capacity. Hilltop’s operations and client service function delivers accurate, timely, repeatable work at the capacity required to support advisor productivity, exceptional client experience, compliance execution, and scalable growth.

Hilltop Wealth Advisors, LLC

Director of Operations

partner JazzHR

ADAPTED_NOW

Open to candidates from fintech companies, provided they have worked on large, complex systems (experience with simpler consumer apps such as basic payment or cash management tools like Cash App is not sufficient). Our client is looking for a Digital Experience Design UX/UI Designer who is part of a experience design (XD) team with a clear purpose: we drive user-centered design for the betterment of our customers and our business groups.

HOUR

ConsultNet

Digital Experience Design UX/UI Designer III

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial

VP, Distribution Strategy

The Senior Consultant serves as a subject-matter expert for complex high-net-worth and ultra-high-net-worth client needs, leads client and advisor discussions, and helps strengthen consistent Risk Advisory practices across SCAS. REQUIRED SKILLS: Qualified candidates will possess an advanced degree of proficiency, typically developed through eight or more years of relevant experience, in: Insurance and Risk Analysis: Assessing life, disability, long-term care and annuity needs and evaluating existing and proposed solutions.

Fifth Third Bank

Senior Risk Advisory Consultant

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.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.

Mercer Advisors

Relationship Manager (Raleigh, NC)

HeadOfSales #HeadOfDistribution #WealthTech #InvestmentTechnology #WealthManagement #InstitutionalInvesting #RIA #FamilyOffice #AssetManagement #PortfolioManagement #InvestmentAnalytics #FinTech #SalesLeadership #DistributionStrategy #BusinessDevelopment #GTM #GoToMarket #RemoteJobs . If you’re an experienced wealth-management or investment-technology commercial leader who has built sales motions from the ground up, personally generated and closed meaningful business, and developed relationships across RIAs, family offices, institutional investors, and strategic distribution partners , we’d love to hear from you.

Pavago

Head of Sales & Distribution - WealthTech & Investment Technology

Workable

Partner with Wealth Advisors and the broader Wealth team to guide clients through strategic alternatives, including family succession, third-party sales, ESOPs, management buyouts, majority and minority recapitalizations, dividend recapitalizations, and other ownership transition strategies. 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.

Wealth Advisor Jobs in North Carolina

Premier Advisor - Charlotte, NC Truist Financial Corp

Premier Advisor - Monroe, NC Truist Financial Corp

Manager, Industry Solutions, Investment Wealth Management Deloitte

Financial Advisor - Private Client Group Truist Financial Corp

Brokerage Financial Advisor Truist Financial Corp

Relationship Advisor II First Citizens BancShares Inc

Financial Advisor - Investment Services Group Truist Bank

Financial Advisor - Investment Services Group Truist Financial Corporation

Financial Advisor - Investment Services Group Truist Financial Corp

Client Care Advisor (TEMP) Audemars Piguet

Financial Advisor Edward D Jones & Co LP

Client Service Associate Ivy Way Placements

Client Service Associate Choreo

Director of Operations Hilltop Wealth Advisors, LLC

Digital Experience Design UX/UI Designer III ConsultNet

VP, Distribution Strategy LPL Financial

Senior Risk Advisory Consultant Fifth Third Bank

Relationship Manager (Raleigh, NC) Mercer Advisors

Head of Sales & Distribution - WealthTech & Investment Technology Pavago

Center for Family Legacy - Business Owner Advisory Truist Financial Corp

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