Lead Wealth Advisor & Team Leader
Mission Wealth
A leading wealth management firm seeks a Senior Talent Acquisition Specialist to drive business and manage client relationships. The ideal candidate will have 5–10+ years in financial advisory services, exceptional leadership skills, and a CFP certification. Responsibilities include overseeing business development and maintaining client satisfaction. This full-time hybrid role is based in Charlotte, North Carolina, offering competitive salary and multiple benefits including equity pathways and educational reimbursements. #J-18808-Ljbffr Mission Wealth
$105.4k - $207.8k
...future of finance. As part of our Finance Transformation team, you’ll collaborate with CFOs, finance leaders, and executive clients to solve their most complex... ...2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech Enablement...SuggestedLocal areaVisa sponsorship- ...of the world’s largest Workday-certified teams, you’ll be part of a team of advisory professionals... ..., training, defining support procedures Lead workshops for client education Conduct... .... You’re proactive and collaborative; a leader with effective communication skills. You’...SuggestedFull timeWork experience placementLive inWork at officeLocal area
- About this role:Wells Fargo is seeking a Lead Risk Analytics Consultant to join Finance Independent Risk Management. This role provides... ...and documentation expectations.Review Regulatory Interpretation Team consultation memos, assess RWA impact, and recommend risk positions...SuggestedFull timeWork experience placementRelocation package
- Lead Financial Advisor Strategic Wealth Designers Charlotte, North Carolina, United States About this position About Strategic Wealth Designers Nearly 2... ...retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved...SuggestedFull timeWork at officeLocal areaNight shift
- Strategic Wealth Designers in Charlotte, NC is seeking a Lead Financial Advisor to guide client relationships and drive new business growth. You will manage a book of approximately 150 client households and actively onboard new clients as part of a hybrid role blending...Suggested
- A leading consulting firm is looking for a candidate in Charlotte, NC, experienced in Workday Financials and project management. You will lead workshops, manage client interactions, and help define solutions that align with business processes. The ideal candidate should...Contract work
$119.1k
...Requirements The Strategy & Finance Healthcare Consulting team empowers healthcare leaders to deliver quality care, invest in growth, and address... ...Guide the strategic vision of healthcare organizations by leading high-impact initiatives that enhance profitability, operational...Hourly payWork at officeFlexible hours$181.73k - $213.8k
...DescriptionCorporate Banking Portfolio Management Team Lead (PMTL) provides leadership and oversight... ...Asset Based Finance (ABF) team. This leader is responsible for a large portfolio of... ...with key clients, serving as a trusted advisor and escalation point for credit-related...Full timeLocal area3 days per week- ...or visa transfer for this role.Wells Fargo is seeking a Lead Information Security Analyst to help drive the continued... ...individual who is equally comfortable influencing senior leaders, partnering with technical teams, and rolling up their sleeves to solve complex...Full timeWork experience placementWork at officeWork from homeVisa sponsorship2 days per week3 days per week
- Panda Restaurant Group is looking for a Shift Lead to support management, ensure smooth operations, and deliver Panda's guest experience... ...with passion and pride. As a Shift Lead you will help supervise team during the shift, assist in food preparation, and contribute to a...Flexible hoursShift work
$127.31k - $243.34k
...OpportunityWe are looking for a Financial Analyst Lead with strong FP&A experience who can... ...'ll do:Leads, develops, and motivates the team to provide advanced analytics and insights... ...senior management becoming their trusted advisor on all financial issues.Makes recommendations...Full timeTemporary workH1bWork at officeRemote workHome officeRelocation packageFlexible hours- ...this role:Wells Fargo is seeking a Senior Lead Commercial Loan Closing Specialist for the... ...Finance Operations will serve as a strategic leader supporting Loan Closing, Central ABL... ...efforts to create, update, and/or certify team procedures, job aids, and user guidesParticipate...Full timeWork experience placementWork at officeRelocation packageMonday to Friday
- Daimler Truck Financial Services in Charlotte, NC seeks a seasoned Credit Manager to lead underwriting for fleet credit across US and Canada. You will supervise Analysts, ensure credit integrity, and partner with Sales and dealer networks to drive profitable growth. The...
- A healthcare organization seeks a Community Outreach Representative in Charlotte, NC to drive local brand awareness and lead generation efforts. The representative will engage with community influencers, organize events, and educate seniors about health services. Required...Remote jobLocal area
$102.5k - $210.6k
...this role ends on 8/31/2026. Work you’ll do As a Lead Cloud Security Analyst, you are an advanced... ...infrastructure domains. You’ll serve as a thought leader, technical consultant, and trusted advisor across teams, delivering best-in-class solutions and supporting...Full timeFlexible hoursShift work- Judi Health is seeking a dedicated Prior Authorization team lead to oversee a group of technicians and support utilization management initiatives. You will collaborate with pharmacy staff to optimize workflows, review cases for clinical guidelines, and coach team members...
- Lincoln Financial Group in Charlotte, NC is seeking a Supervisor of EDI Onboarding to lead a team of about 15 specialists within the Group Protection Operations Team. You will guide onboarding and processing of member transactions to ensure accurate employee benefits administration...
$17 - $27.75 per hour
...Ambassador embodying of Coach values and increasing brand awareness. Leads implementation of Company initiatives and support full operation... ...and personal development initiatives. Create Winning Teams/Drive results: Establishes trust, maintains integrity, and supports...Minimum wageShift work- BJ’s Wholesale Club in Pineville, NC is hiring a Tire Bay Manager to lead the tire bay operations, oversee sales and installation, and manage a team. You will ensure safety, accuracy, and excellent member service while driving margins and providing training across shifts...Shift work
- A leading technology company is seeking an Oracle Cloud Financials Senior Principal Functional Consultant in Charlotte, NC. In this full... ...and a proven track record in ERP implementations. Join a dynamic team committed to excellence in IT services and consulting. #J-18808-...Full time
- ...Vesuvius is seeking a Regional FP&A Analyst to lead financial planning, forecasting, budgeting and working capital management. You will... ...and partner with Operations, Supply Chain, and Commercial teams. The role requires 7-10+ years of FP&A experience in manufacturing...
- ...technology company with global reach and 23,000 employees in over 100 countries. The Manager, Expense and Corporate Card Operations will lead global programs and optimize SAP Concur Expense operations while partnering with Finance, IT and Procurement to strengthen controls...3 days per week
$160k - $183.7k
...change from time to time.1. Directly manage a team of audit professionals and effectively... ...coaching and development of staff.2. Act as a leader, developing and promoting workplace... ...projects that may be enterprise-wide in scope. Lead planning, scoping, and development of the...Full timePart timeWork at officeShift workDay shift- About this role:Wells Fargo is seeking a Lead Business Aligned Finance Analyst, to work... ...financials to the broader CDO story, ensuring leaders understand business implications,... ...from multiple CDO products and leadership teams into executive-ready materials that support...Full timeWork experience placementWork at officeRelocation package
- Mashburn is seeking a Master Tailor for our Charlotte shop to hire, lead and execute the tailor shop strategy. You will oversee garments alterations, fittings and the teams, ensuring quality and timely turnaround while training staff. This on-site role requires deep tailoring...
- ...searching for a Workday Certified Compensation/Benefits Lead.This individual will be part of a team of advisory professionals focused on cloud-based data-... ...professionals.What’s in it for YouHelp HR and Finance leaders define and execute their strategy and give them the...Full timeWork experience placementLive inWork at officeLocal area
$119.77k - $140.9k
...existing systems, infrastructure, and delivery timelines. The role leads with an automation-first mindset, evaluating how automation, AI,... ...is proposed.Act as the bridge between business and technical teams. Translate business intent into clear, testable requirements that...Full timeLocal area3 days per week- ...is recognized as one of the worldwide leaders in this field. We are actively looking for a Systems Solutions & Adoption Lead to join our IT team. As part of the IT Group, the Systems... ...leading U.S.-based global infrastructure advisor specializing in the planning and...For contractorsWork at officeWorldwide
- ...activities may change from time to time.Lead Business Data Architecture StrategyDefine... ...RationalizationPartner with Business Data Product teams to ensure consistent architecture... ...organization including engagement with LOB leaders and senior managers. Responsible for...Full timePart timeWork at officeShift workDay shift
- ...can help clients shift to the New using leading-edge technologies on some of the coolest... ...approaches in business problems• Collaborate with teams from both business and technical sides,... ...today, and we are one of the world’s leaders in helping drive that change, with strong...Full timeWork experience placementLive inWork at officeLocal areaShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Lead Wealth Advisor & Team Leader. Be the first to apply!
- financial planner cfp Charlotte, NC
- senior financial advisor Charlotte, NC
- strategic finance associate Charlotte, NC
- oracle financial functional consultant Charlotte, NC
- associate leveraged finance Charlotte, NC
- work from home financial advisor Charlotte, NC
- entry level financial advisor Charlotte, NC
- junior oracle financial functional consultant Charlotte, NC
- financial advisor development program Charlotte, NC
- jde finance consultant Charlotte, NC

