Senior Wealth Advisor — HNW & Retirement Solutions
First National Trust Company
First National Trust Company is seeking a Wealth Advisor in Charlotte, NC, primarily responsible for driving new revenue in Wealth Management. This role involves promoting investment services, identifying client needs, and managing sales processes. The ideal candidate will possess excellent project management and communication skills, at least 5 years of experience in financial services, and a valid driver's license. A BA or BS degree is required, with CTFA or CFP designation preferred. #J-18808-Ljbffr First National Trust Company
Vacancy posted 19 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor — HNW & Retirement Solutions in Charlotte, NC vacancy
- First Citizens in Charlotte seeks a Private Banker to provide comprehensive banking solutions for high net worth clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth partners to enhance client experiences....SeniorHigh net worth
$115k - $130k
...We are seeking an experienced Senior Certified Financial Planner (... ...financial planning and wealth management solutions. This individual will serve as a trusted advisor, helping clients achieve their... ...through investment planning, retirement strategies, banking solutions...SeniorRetirementHigh net worth- Job Description: Merrill Wealth Management is a leading provider... ...management, including planning for retirement, education, legacy, and other... .... Merrill's Financial Advisors and Wealth Management Client... ...Development Program Financial Solutions Advisor Stage I (ADP FSA I),...RetirementHigh net worthTraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ## Wealth AdvisorApplylocations: Charlotte, NCtime type... ...Title:** Wealth Advisor**Business Unit:** WM -... ...developing the proposed solutions to be offered and presented... ...Management with a focus on HNW clientele.* Institutional Wealth Management* Retirement Plan Services - to...RetirementHigh net worthWork at officeLocal area
- ...actuary in Charlotte, North Carolina to enhance its Financial Solutions team. The role involves developing pricing models for various... ...related field and an FSA. Benefits include medical coverage, retirement plans, and a flexible hybrid work arrangement. Join SCOR to collaborate...SeniorRetirementFlexible hours
- ...focuses on driving revenue growth through customized Treasury Solutions and requires substantial financial institutional experience. The... ...development. A comprehensive benefits package including health insurance and retirement plans is offered. #J-18808-Ljbffr TruistSeniorRetirement
- ...serving as a specialized resource for Advisor teams who are interested in wealth planning services to address their... ...analyses, and develop planning solutions based on these analyses Develops... ...transfer tax planning, investments, retirement planning and cash flow modeling,...RetirementHigh net worthWork experience placementLocal areaShift workDay shift
- ...It all begins with you. Wealth & Investment Management... ...high-net-worth (HNW) individuals, families,... ...executives, offering tailored solutions designed to address... ...high-net-worth clients, senior executives, business owners... ...serve as a strategic advisor to HNW individuals, executive...SeniorHigh net worthFull timeWork experience placementWork at officeImmediate start
- Navion Senior Living is seeking cooks to assist in the preparation, oversight, and serving... ...Care Plan (Medical, Dental & Vision) Retirement Plan (401k) PTO for full time positions... ...Life Insurance Career Advancement Opportunities #J-18808-Ljbffr Navion Senior SolutionsSeniorRetirementFull timeTemporary workApprenticeship
$110.4k - $140.76k
Job Description As a Business Consulting Senior Associate, you’ll be responsible for... ...accurate analysis and design effective solutions to a variety of client issues Work directly... ...firm’s 401(k) savings plan and employee retirement plan in accordance with applicable plan...SeniorRetirementFull timeInternshipSeasonal workLocal area- ...Senior Financial Consultant ProSidian seeks a Senior Financial Consultant for program... ...Sector focusing on Human Capital Solutions for clients such as City of Charlotte (COC... ...through 2 carriers: Aetna and VSP. 401(k) Retirement Savings Plan: 401(k) Retirement Savings...SeniorRetirementFull timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...whether they are just starting out, buying a home, building a family, or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive to make our...RetirementShift workDay shift
$200k - $250k
...Ascensus is launching a first-of-its-kind solution designed to bring 529 education savings... ...new solution As required, partner with senior leaders to execute on the organizational... ...the workplace benefits space, including retirement Understanding of 529 and ABLE products...SeniorRetirementWork at officeRemote work$140k - $175k
...One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify... ...transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing... ...leave 401(k) and employer‑funded retirement plan Paid vacation (from two to five weeks...RetirementHigh net worthTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$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...Senior- ...Banker role involves managing client relationships and advising on wealth management, investments, and financial planning. Candidates... ...licensing. The position also offers a comprehensive benefits package, including health care and retirement plans. #J-18808-Ljbffr AumniSeniorRetirement
- Job Description Merrill Wealth Management is a leading provider of... ..., including planning for retirement, education, legacy, and other... ...guidance. Merrill's Financial Advisors and Wealth Management Client... ...executing highly customized solutions to meet client needs Recommending...RetirementHigh net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals... ...Executives (BDEs) and Client Advisors (CAs) as appropriate to grow and expand... ...Negotiate with primarily multiple HNW insurance carriers to provide...RetirementHigh net worthContract workLocal areaFlexible hoursNight shift
$260k - $365k
...Fund Finance Associate Attorney (Mid to Senior Level) Location: Charlotte (Remote Consideration... ...on investment structures and financing solutions. Draft and negotiate loan agreements... ..., life, and AD&D insurance. ~401(k) retirement savings plan. ~ Back-up childcare and...SeniorRetirementRemote work- ...requirements, creating documentation, and collaborating on fintech solutions. The ideal candidate will have 10+ years in Banking or... ...methodologies. Full benefits package offered including medical coverage, retirement savings plan, and generous PTO. #J-18808-Ljbffr finzlySeniorRetirement
$100 per hour
The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric... ...financial planning process to address retirement, risk management, estate, and tax considerations... ...situations with highly personalized solutions tailored to their unique needs. To...RetirementWork at officeLocal areaRemote work2 days per week$64.5k - $129.5k
A leader in climate and energy solutions is seeking a Thermal Systems Modeling Engineer in Charlotte, NC. The role requires expertise... ...129,500, along with extensive benefits including health care, retirement plans, and paid leave. #J-18808-Ljbffr Carrier Global CorporationSeniorRetirement$102k - $208k
Huntington National Bank is seeking a Senior Liquidity Specialist to execute the Commercial... ...teams to deliver tailored liquidity solutions. The ideal candidate should have a minimum... ...benefits including health coverage and retirement plans. #J-18808-Ljbffr Huntington...SeniorRetirementRemote job- ...strategy and execution of fraud controls across its Workplace Solutions. The position encompasses protecting participant accounts through... ...possess over 4 years of relevant experience, particularly in retirement and workplace fraud. A strong understanding of analytics,...SeniorRetirement
$98.75k - $138.25k
A leading global climate solutions provider is seeking a Senior Engineer in Charlotte, NC, for the engineering development of commercial water chilling... .... Benefits include comprehensive health care, retirement benefits, and tuition assistance. Annual salary ranges...SeniorRetirement$160k - $180k
...Overview We are seeking an experienced Senior Tax Manager with a specialized focus on... ...develop and implement strategic tax planning solutions for trusts, estates, and high‑net‑worth... .... Experience in public accounting, wealth management, or a specialized tax advisory...SeniorHigh net worthLocal areaImmediate startWright Staffing Source
Charlotte, NC3 days ago- ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ...such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses...RetirementTemporary workWork at officeMonday to FridayShift workDay shift
- Quanta Infrastructure Solutions Group, LLC is seeking an Engineering Manager for their Transmission Line team in Charlotte, North Carolina... ...and comprehensive health coverage are offered, along with a retirement plan and paid time off. #J-18808-Ljbffr Quanta Infrastructure...SeniorRetirement
- ...complex projects. The role involves researching and innovating solutions, with responsibilities including project management and safety... ...firm offers extensive benefits including health insurance, retirement options, and support for employee growth. #J-18808-Ljbffr Schweitzer...SeniorRetirement
- ...partnerships, leading negotiations, and developing customized solutions for clients. Successful candidates will have over 10 years of... ...a comprehensive benefits package including health insurance, retirement plans, and generous paid time off. #J-18808-Ljbffr World Wide...SeniorRetirement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor — HNW & Retirement Solutions. Be the first to apply!
Related searches
- strategic finance associate Charlotte, NC
- associate leveraged finance Charlotte, NC
- oracle cloud financials consultant Charlotte, NC
- associate corporate finance Charlotte, NC
- oracle financial functional consultant Charlotte, NC
- financial planner Charlotte, NC
- junior oracle financial functional consultant Charlotte, NC
- international financial advisor Charlotte, NC
- estate planning consultant Charlotte, NC
- financial counselor Charlotte, NC