Top Finance Jobs in Charlotte, NC

Branch-based advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and leverages internal specialists for financial planning, investments, insurance, and estate planning to serve high-net-worth clients.

Provide advanced estate, tax, and legacy planning for high-net-worth clients. Develop and model customized strategies, review estate documents, advise on insurance and charitable planning, produce client deliverables, collaborate with advisors and external professionals, and contribute to research and thought leadership.

Branch-based advisor who builds and grows wealth management relationships by conducting client discovery, creating tailored financial plans, driving new business development, and collaborating with internal specialists on investments, insurance, and estate planning.

Build and manage a personalized wealth management practice for clients, drive new business through partner referrals, conduct financial planning, investment, insurance, and estate planning in a branch-based, team-oriented environment.

Manage and grow a portfolio of commercial clients ($5M–$50M revenue) through advisory-led sales, credit and treasury solutions, cross-bank collaboration, community engagement, and new loan/deposit generation focused on customer satisfaction and risk-compliant outcomes.

Support swap dealer compliance by monitoring trading activity, conducting surveillance and testing, maintaining policies, facilitating training and attestations, collaborating with Legal/Risk/Operations, and assisting with regulatory exam and audit responses.

Review and analyze residential appraisal reports (1-4 family) for compliance with USPAP, Fannie Mae, Freddie Mac, and HUD standards; identify salability issues, communicate with appraisal vendors/AMCs, ensure reported values are supported, escalate inconsistencies, and meet departmental productivity goals.

Lead Consumer Banking strategy operations, manage annual planning, executive presentations, and cross-functional initiatives. Deliver competitive analysis, M&A support, financial and qualitative analyses, KPI tracking, and stakeholder engagement. Build and motivate a high-performing team to translate complex data into actionable strategy and business cases to drive growth and profitability.

Support Relationship Managers and high-net-worth clients through the end-to-end loan lifecycle: analyze financials, underwrite commercial and multi-family loans, prepare credit presentations, manage pipeline, coordinate closings, and ensure documentation accuracy and policy compliance.

Branch-based advisor who builds personalized wealth management plans, grows client relationships through outreach and partner referrals, and leverages internal specialists for financial planning, investment management, insurance, and estate planning to serve high-net-worth clients.