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Wealth Management Advisor jobs - Charlotte, NC

Viewing 41 - 50 of 133 jobs

  • New Financial AdvisorWealth Advice Center

    UBS Financial Services - Charlotte, NC

    Title New Financial AdvisorWealth Advice Center Job Reference # 119505BR Location United States - North Carolina City ... Function Category Financial Advisors Business Divisions Wealth Management Americas Job Type Full Time Description The...

    30+ days ago from UBS Financial Services

  • Financial Advisor

    Major Mutual Fund Investment Management Company - Charlotte, NC

    standards. Address each clients ongoing advisory and wealth management opportunities and provide semi-annual ... management experience. Exceptional client relationship management skills - both internal and external client...

    29 days ago from IvyExec

  • Registered Associate

    Morgan Stanley - Charlotte, NC

    POSITION SUMMARY: Assist Financial Advisors with all the administrative and processing aspects of all sales. DUTIES and RESPONSIBILITIES: · Client contact including responding to client requests and client outreaches. · Perform general...

    9 days ago from Morgan Stanley

  • Senior Investment Advisor

    Major American Financial Services Company - Charlotte, NC

    Investment Advisor and member of Wealth Management organization, you will be part of one of the nations largest wealth m ... and non proprietary funds Leadership and relationship management skills Superior Technical Investment expertise...

    30+ days ago from IvyExec

  • Senior Financial Planner

    Greerwalker - Charlotte, NC

    SENIOR FINANCIAL PLANNER GreerWalker Wealth Management was founded in 1997 and is the investment affiliate of ... Hands on experience with financial planning software Experience with Tamarac CRM/Advisor View/Rebalancing, Portfolio Cen...

    30+ days ago from GreerWalker, LLP

  • Family Investment Associate

    SunTrust Banks - Charlotte, NC

    (KPIs) as set by Senior Leadership and the Head of the Wealth Advisory Center. Specific duties may include: · ... programs such as Certified Trust Financial Advisor (CTFA) or Certified Financial Planner (CFP) a plus.

    17 days ago from SunTrust Banks

  • Private Advisors Team Director II

    BB&T - Gastonia, NC

    (e.g., Retail Deposits, Asset Management Account (AMA), Wealth Credit, Mortgage Loans, Trust and Portfolio ... programs such as Registered Paraplanner, Accredited Wealth Management Advisor, Certified Financial Planner,...

    30+ days ago from BB&T Corp

  • Senior Architect

    Cognizant - Charlotte, NC

    Job Description As a Solution Architect, achieve trusted advisor status with key client stakeholders and Cognizant ... such as Retail Banking, Assets and Wealth Management, Cards and Payments, etc. Awareness as an architect of...

    13 days ago from Cognizant

  • Director Digital and Marketing Communications

    MetLife - Charlotte, NC

    communications, digital marketing, technology, and website management experience 5+ years of management and supervisory ... 5+ years’ experience in investment product or wealth management marketing and communications. Broker-Dealer...

    14 hours ago from MetLife

  • Salary Professionals - IT Audit

    Manpowergroup - Charlotte, NC

    IT Compliance IT Governance Business Continuity Management / Disaster Recovery IT Operational Assessment ... subject area (computer science, information technology, management information systems) 3 + years applicable...

    3 days ago from ManpowerGroup