Top Tech Jobs & Startup Jobs in Charlotte, NC

The Lead Advisor will manage client relationships, develop strategies for business growth, provide financial and investment advice, and ensure high-quality client service.

The Lead Advisor develops client relationships, manages wealth advisory services, and supports business development for high-net-worth clients.

The Lead Advisor will partner with the BDO to manage client relationships, provide financial planning, investment advice, and ensure a high-quality client experience for high-net-worth individuals.

The Senior Regional Sales Director will drive sales of investment products, build relationships with advisors, and provide product training, requiring extensive travel.