Senior Financial Planning Leader for Premier Clients
SunTrust Investment Services, Inc.
SunTrust Investment Services, Inc. is seeking a Premier Financial Planning Leader in Charlotte, NC. This role involves managing financial plans for mass affluent clients, enhancing relationships, and supporting Premier Bankers through education and training. Candidates should have a Bachelor's degree, CFP certification, and extensive experience in financial planning. The position offers opportunities for professional growth and a collaborative environment. #J-18808-Ljbffr SunTrust Investment Services, Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planning Leader for Premier Clients in Charlotte, NC vacancy
$200k
...Dexian seeks an experienced Senior Certified Financial Planner (CFP) to manage and grow an affluent client portfolio. The role includes comprehensive financial planning, wealth management solutions, and relationship management. The ideal candidate will have strong financial...SeniorDexian
Charlotte, NC12 hours ago- ...Kleinfelder Inc is seeking a Senior Air Quality Professional to join their team in Charlotte... ...in air quality compliance, strong client communication skills, and a Bachelor's degree... ...relevant field. Benefits include medical coverage and a 401(k) plan. #J-18808-Ljbffr...Senior
Kleinfelder
Charlotte, NC3 days ago - ...Manager in Charlotte, NC, to lead and mentor a team of SEO professionals. This role focuses on developing innovative strategies to drive client growth and requires collaboration with various internal teams. The ideal candidate has at least 5 years of SEO experience,...Senior
$110k
...least six years of family law experience. The role involves guiding clients through difficult moments with strong communication and problem-... ...of $110,000+ yearly, comprehensive health insurance, retirement plans, and bonus opportunities in a supportive team environment. #J-18...SeniorCollins Family & Elder Law Group
Charlotte, NC4 days ago- ...its Wealth Advisory team. This role entails directly advising clients, customizing investment strategies, and mentoring less experienced... ...collaborative environment. You will leverage a broad array of financial products to address clients' complex portfolio needs while...SeniorWork at office
- ...Job Title The Premier Financial Planning Leader is an enabler for deepening client relationships and deepening teammate skills/knowledge relative to mass affluent clients. Responsible for managing and preparing financial plans using their background and deep technical...Work at office
SunTrust Investment Services, Inc.
Charlotte, NC2 days ago $139k - $217k
...Senior Lead Business Execution Consultant Wells Fargo's Global... ...solutions that enable our clients to achieve their business objectives... ...business management, financial planning, executive reporting, and... ...direction, and expertise to senior leaders on business management,...SeniorWork experience placementWork at office3 days per week- ...Wharton-Smith, Inc. in Charlotte, NC is searching for an experienced Senior Project Manager with a commercial background. The successful... ...where you'll manage multimillion-dollar projects and foster strong relationships with clients and subcontractors. #J-18808-Ljbffr...SeniorFor subcontractor
Wharton-Smith, Inc.
Charlotte, NC12 hours ago - ...A leading consulting firm in Charlotte is seeking a seasoned expert to lead technical teams and manage client engagements. The role involves leveraging extensive experience in data management and cloud technologies to deliver strategic insights. Candidates should have...SeniorFlexible hours
CapTech
Charlotte, NC3 days ago - ...Elliott Davis Advisory, LLC in Charlotte, NC is seeking a Tax Senior Manager for its Real Estate Practice. The candidate will manage... ...businesses. Key responsibilities include leading a tax team, advising clients, and engaging in business development. With over 7 years of...Senior
ED03 Elliott Davis Advisory, LLC
Charlotte, NC4 days ago - ...A leading management consulting firm seeks a Senior Manager in HR Transformation to design and implement innovative HR strategies that... ...operations and ensuring effective project delivery, building strong client relationships, and driving improvements in HR functions. The...Senior
Ernst & Young Oman
Charlotte, NC3 days ago - ...Ernst & Young Oman is seeking a dynamic SAP Tech/Arch Senior Manager who will play a pivotal role in delivering client solutions and managing complex projects. Applicants should be skilled in user requirements definition and interface development across platforms. The...SeniorFlexible hours
Ernst & Young Oman
Charlotte, NC3 days ago - ED03 Elliott Davis Advisory, LLC is seeking an Audit Senior to engage in the audit process from planning to completion. Responsibilities include supervising audit staff, planning financial audits, and building client relationships. The ideal candidate will have a Bachelor...SeniorFlexible hours
- A leading global consulting firm is seeking a Senior in Indirect Tax for a pivotal role focusing on indirect tax regulatory changes and... ...sales and use tax processes. Responsibilities include advising clients, managing compliance processes, and developing strategies for...Senior
$26k
...Opalautism is looking for a Board Certified Behavior Analyst (BCBA) - Senior Level in Charlotte, NC. You will maintain caseloads, supervise... ...with caregivers while ensuring quality outcomes for clients. The role offers a salary between $90,000 and $102,000, with a...SeniorOpalautism
Charlotte, NC12 hours ago$175k
Mannik Smith Group is looking for a Design Build Senior Project Manager in Charlotte, NC. Candidates should possess a Bachelor's degree... ...design experience. The role involves leading diverse teams, managing client relationships, ensuring compliance with contract terms, and...SeniorContract workRelocation package- ...electrical systems contractor in Charlotte, North Carolina, seeks a Senior Preconstruction Manager to enhance project efficiency and... ...electrical estimating, project budgeting, and relationships with clients. The role offers a comprehensive benefits package, including 10...SeniorFor contractors
- ...Ernst & Young Oman is seeking a skilled professional to enhance client quote-to-cash processes. This role emphasizes translating business needs into technical solutions and managing complex ERP systems. Qualified candidates will have a Bachelor's degree and 4-6 years...Senior
Ernst & Young Oman
Charlotte, NC4 days ago - ...Senior Consultant - Finance Operate - Senior Consultant - ServiceNow Platform Lead Engineering and Product | Engineering Management Arlington/Rosslyn, Virginia, United States Atlanta, Georgia, United States Austin, Texas, United States Charlotte, North...Senior
Deloitte Digital
Charlotte, NC1 day ago - ...along with extensive cloud platform knowledge. The preferred candidate will work in a fully remote environment, driving key data solutions and mentoring other team members while being involved in significant client engagement across diverse industries. #J-18808-Ljbffr...SeniorRemote work
Blue Orange Digital
Charlotte, NC20 hours ago $194.23k - $228.5k
...businesses we serve to make better and smarter financial decisions and enabling the communities... .... Job Description Institutional Client Group Senior Portfolio Manager - Media & Telecom... ...~401(k) and employer-funded retirement plan ~ Paid vacation (from two to five...SeniorTemporary workLocal areaU.S. Bank
Charlotte, NC2 days ago$150k - $225.5k
...experienced Health Actuary Leader to join our Actuarial and Financial Consulting teams at... ...rewarding futures for our clients and their employees — whether... ...affordable health plans, securing finances for retirement... ...in partnership with senior members of the client teams...SeniorMinimum wageWork at officeFlexible hoursMercer France
Charlotte, NC3 days ago- ...A healthcare planning and design firm is seeking a Healthcare Planner in Charlotte, NC. The ideal candidate will have at least 15 years... ...healthcare projects. Responsibilities include working closely with clients, leading project teams, and ensuring compliance with healthcare...Senior
Smith Transport
Charlotte, NC3 days ago - A leading engineering firm is seeking an Industrial Client Service Leader for data centers to drive national strategy. This pivotal role focuses on expanding business opportunities, maintaining client relationships, and implementing growth strategies. Candidates should...
CDM Smith
Charlotte, NC3 days ago - ...firm in Charlotte is seeking a motivated Senior Project Manager to join their team. This... ...diverse projects while developing strong client relationships and mentoring staff. The ideal... ...salary, exceptional retirement plan, and comprehensive health coverage. #J-18...Senior
Kimley-Horn
Charlotte, NC4 days ago - ...Team Leader II Wholesale Payments A leadership position... ...Payments solutions to clients. This role is critical... ...that have major financial impacts to the Company... ...assets. Works with more senior staff when dealing with... ...transfers, succession planning, training, coaching...Full timePart timeWork experience placementWork at office
SunTrust Investment Services, Inc.
Charlotte, NC1 day ago - ...Morgan-Stanley is seeking a Financial Planning Director in Charlotte, NC to partner with Financial Advisors in delivering tailored financial plans for high-net-worth clients. In this role, you will provide expertise in tax mitigation, estate planning, and wealth transfer...Senior
Morgan Stanley
Charlotte, NC12 hours ago - ...A leading IT consulting firm has an exciting opportunity for a Principal/Senior Product Owner in Charlotte, NC. You will oversee a product portfolio, focusing on strategic thinking and hands-on execution. The ideal candidate will have over 10 years of experience in product...SeniorFull time
SMART IT People
Charlotte, NC4 days ago $65k - $90k
...Mutual of America is seeking a Client Relationship Manager based in Charlotte, NC. In this hybrid role, you will focus on engaging and... ...the region. Responsibilities include managing group retirement plan operations and conducting client meetings. Required qualifications...SeniorMutual of America
Charlotte, NC3 days ago- ...Incendia Partners is seeking a Senior Commercial Client Manager to manage and service a portfolio of commercial insurance clients while delivering exceptional client experiences. This role involves developing strong client relationships, leading account management, and...Senior
Incendia Partners
Charlotte, NC3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Planning Leader for Premier Clients. Be the first to apply!
Related searches
- healthcare team leader Charlotte, NC
- clinical team leader Charlotte, NC
- application team lead Charlotte, NC
- remote team lead Charlotte, NC
- team supervisor Charlotte, NC
- team coordinator Charlotte, NC
- operational excellence leader Charlotte, NC
- team leader Charlotte, NC
- recruitment team leader Charlotte, NC
- group manager Charlotte, NC