Top Tech Jobs & Startup Jobs in Charlotte, NC

Develop and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, driving new business development and referrals, conducting proactive outreach, and coordinating with internal specialists for investment, insurance, estate, and financial planning services.

Build and manage a branch-based wealth management practice by conducting client discovery, creating tailored financial plans, driving new business development and referrals, collaborating with internal specialists on investments, insurance and estate planning, and servicing high-net-worth clients in a team-oriented bank environment.

Develop and manage a branch-based wealth management practice: build and deepen client relationships, prospect and grow business through partner referrals, deliver tailored financial planning and investment, insurance, and estate solutions, and collaborate with internal specialists to meet client goals.

The Virtual Wealth Advisor identifies and sells investment and insurance products to clients, providing personalized financial strategies and maintaining compliance with regulatory requirements.

The Senior Technology Risk Analyst leads IT risk management, oversees control testing, mentors analysts, and ensures compliance with industry standards and frameworks.

Branch-based Wealth Advisor builds and manages personalized wealth management strategies, grows client relationships through referrals and outreach, partners with internal specialists for planning, investment, insurance, and estate services, and focuses on new business development and high-net-worth clients.

Build and manage a branch-based wealth management practice by conducting client discoveries, creating tailored financial plans, growing relationships through referrals and partner engagement, and leveraging internal specialists for investment, insurance, and estate planning services.

Develop and manage a personalized wealth management practice, proactively prospect and engage clients, grow relationships via partner referrals, and collaborate with internal specialists to deliver financial planning, investment, insurance, and estate planning services.

Branch-based Wealth Advisor who builds and grows a personalized wealth management practice through client discovery, outreach, and referrals. Delivers financial planning, investment management, insurance, and estate planning by collaborating with internal specialists and partners to serve high-net-worth clients and expand relationships.

Branch-based Wealth Advisor develops personalized wealth management strategies, conducts client discovery, grows and preserves client relationships, sources referrals via partners, performs proactive outreach, and coordinates internal specialists to deliver financial planning, investment management, insurance, and estate planning services.