Top Tech Jobs & Startup Jobs in Charlotte, NC

The Financial Planner prepares and reviews financial plans for wealth management clients, supports advisory teams, and addresses client concerns with planning expertise.

The Sr Tax Accountant will oversee tax compliance, prepare tax forms, consult on tax regulations, and guide junior staff in tax processes.

Partner with Wealth Management Advisors to service and grow high-net-worth client relationships. Manage an assigned book, support financial plan implementation, coordinate asset consolidation, and deliver investment and planning solutions while obtaining required registrations and licenses.

The Director, Private ABS Originations leads investment opportunities in the ABS market, manages relationships, executes transactions, and collaborates with teams to achieve investment goals.

The Individual Financial Consultant provides retirement education, advice on investment needs, and manages client interactions to ensure a good experience and meet sales goals.

This role involves supporting sanctions compliance through risk assessments, developing training materials, auditing, and providing guidance on compliance issues.

Partner with Wealth Management Advisors to manage a book of high-net-worth clients, support implementation of financial plans, coordinate asset consolidation, deepen client relationships, and help grow advisor practices. Obtain required licenses/registrations within 120 days and deliver client service and operational leadership under moderate supervision.

The Wealth Advisor works with clients to create tailored financial plans, manage investment strategies, and grow business through referrals while meeting sales targets.

The Senior Financial Planner creates and reviews financial plans for wealth management clients, providing support to advising teams, and coaching new advisors.

The Wealth Management Client Relationship Manager partners with advisors to support high-net-worth clients, enhancing client relationships and implementing financial solutions.