Top Tech Jobs & Startup Jobs in Charlotte, NC

Develop and manage a wealth advisory practice by discovering client goals, creating tailored financial plans, and delivering investment, insurance, and estate-planning solutions. Build relationships with branch partners and centers of influence, generate referrals, conduct prospect outreach, and grow existing client relationships. The role requires active securities and insurance licenses, financial advisory experience, and a proven record of business development and client-book management.

Develop and manage a wealth management practice by understanding client goals, creating personalized financial plans, and providing investment, insurance, and estate-planning solutions. Build relationships with clients, prospects, referral partners, and internal specialists to generate new business and expand existing accounts. The role is branch-based, collaborative, and focused on serving high-net-worth individuals while achieving commission-based performance goals.

Lead existing customer management strategy for a credit card portfolio, focusing on growth, retention, profitability, customer experience, communications, promotions, pricing, budgeting, risk management, and product enhancements. Partner cross-functionally with Finance, Risk, Distribution, and portfolio teams to achieve business objectives. Oversee campaign deployment, product strategy, KPI performance, competitive analysis, and portfolio reporting.

Provides virtual investment and insurance guidance to mass affluent clients, analyzes financial circumstances, recommends strategies, sells products, grows client assets, develops new relationships, and builds a book of business. The role partners with branch personnel, delivers phone and video-based service, meets sales goals, and maintains compliance with company, regulatory, and legal requirements.

Develop and manage a wealth management practice by discovering client goals, creating personalized financial plans, and promoting investment, insurance, estate planning, and financial planning services. The advisor builds relationships with clients, prospects, business partners, and referral sources while growing an assigned client book. This branch-based role requires active securities and insurance licenses, financial advisor experience, and strong business development skills.

Develop and grow a wealth management practice by discovering client goals, creating personalized financial plans, managing client relationships, generating referrals, and promoting wealth management services. The advisor collaborates with internal specialists and business partners to deliver financial planning, investment management, insurance, and estate planning solutions while building a high-net-worth client base.

Develop and manage a wealth management practice by conducting client discovery, creating personalized financial plans, and delivering investment, insurance, and estate-planning solutions. Build relationships with clients, prospects, referral partners, and internal specialists to generate introductions, expand business, and support high-net-worth individuals. The role is branch-based, collaborative, and commission-based.

Serve high-net-worth clients as a deposit and cash management expert, supporting relationship managers, growing deposits, selling banking products, opening and servicing accounts, handling transactions, resolving client needs, and ensuring regulatory compliance and a white-glove private banking experience.

Private Banker serving high-net-worth and ultra-high-net-worth clients through personalized banking, deposit growth, cash management, account opening, transactions, referrals, and relationship management. The role supports Business Bankers and Relationship Managers, delivers white-glove service, develops new prospects, maintains client loyalty, ensures accurate documentation, and follows banking compliance requirements including anti-money-laundering regulations and identity verification.

Leads a private banking branch serving high-net-worth clients, overseeing sales performance, client experience, colleague development, operations, and P&L results. Builds client and community relationships, grows deposits and new accounts, coaches employees, manages performance, resolves client concerns, and ensures branch goals, service standards, and operational integrity are achieved.