Jobs near Charlotte: 6,560
RS
Relevance Score ranked on: WEALTH
Lead Wealth Underwriter
CHARLOTTE
Lead complex initiatives including those that are cross-functional with broad impact and act as a key participant in large-scale planning for Wealth Underwriting. Review, analyze, and evaluate complex challenges related to multi-faceted, larger scale high-net-worth loans structures, existing portfoli...
Search Terms: Wealth, Underwriter, Writer, Lead, Client Relations
89
2.8mi
Updated: January 10
Wealth Strategies Advisor
Charlotte
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible G...
Search Terms: Wealth, Advisor, Relationship Manager, Financial Planning, Client Relations
85.4
2.8mi
Updated: December 16
Senior Consultant - Wealth & Asset Management
Charlotte
Consulting Skills Client delivery as part of an on-site or remote project team Demonstrate the capacity to plan assigned work and identify priorities/interesting parties of the project/assignment, conducts regular points of progress Present complex ideas, critical points and decisions required to tea...
Search Terms: Wealth, Consultant, Management, Senior, Support
84.9
2.8mi
Updated: January 09
VP, Wealth Management Advisor - Charlotte, NC
Charlotte
Do you have an unwavering commitment to sustaining long-lasting relationships? Reinforced by an impressive support team, we believe you will effectively implement wealth management, trust and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. Th...
Search Terms: Wealth, Management, Advisor, Investment, Banking
84.7
7.2mi
Updated: January 07
Asset & Wealth Management - Tax Senior Manager
Charlotte
A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You’ll advise clients on their local and overseas tax affairs, while acting as a st...
Search Terms: Tax, Manager, Management, Senior, Wealth
84.3
2.8mi
Updated: January 08
Jr Wealth Investment Portfolio Manager - Option Strategies Group
CHARLOTTE
Construct and manage optimal portfolio solutions for client accounts across Wealth and Investment Management lines of businesses. Exercise independent judgment on deliverables. Manage a large amount of individual listed equity options and exchange-traded funds (ET - Fs)Ensure assigned centralized por...
Search Terms: Portfolio Manager, Investment, Wealth, Portfolio, Manager
84.3
2.8mi
Updated: January 08
Sr Audit Group Manager - Wealth Management (US)
Charlotte
The Senior Audit Group Manager leads and develops a team of audit professionals and oversees, plans and executes audits and/or projects of varying complexity and may act as a subject matter expert in own area of expertise. Provides guidance, leadership, coaching and development to ensure operational ...
Search Terms: Management, Audit, Manager, Wealth, Strategic Advisor
84.1
2.8mi
Updated: January 04
Fiduciary Wealth Advisor, Sr
Charlotte
The Senior Fiduciary Wealth Advisor’s role is to serve as the relationship manager for a diverse network of clients and focus on business development as well as manage complex fiduciary accounts and relationships. These relationships may consist of estates, trusts, investment management, custody, IRA...
Search Terms: Wealth Advisor, Wealth, Advisor, Relationship Manager, Management
83.9
0mi
Updated: December 03
Fiduciary Wealth Advisor
Charlotte
The Fiduciary Wealth Advisor’s role is to serve as the relationship manager for a diverse network of clients as well as manage fiduciary accounts and relationships. These relationships may consist of estates, trusts, investment management, custody, IRA and escrow accounts. This position requires a br...
Search Terms: Wealth Advisor, Wealth, Advisor, Relationship Manager, Portfolio Manager
83
0mi
Updated: December 03
Wealth Planner - Charlotte, NC
Charlotte
The Wealth Planner is responsible for overseeing Huntington Private Bank’s financial planning experience to high-net-worth clients within the $1 m to $10 m segment. This role involves collaborating with internal advisors on building, presenting, and reviewing financial plans as well as training the i...
Search Terms: Wealth, Planner, Client Advisor, Financial Planning, Banking
82.5
2.8mi
Updated: December 18
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