Senior CFP Wealth Advisor for Affluent Clients
$200kDexian
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 planning expertise, a client-first approach, and business development skills. This position is fully onsite in Charlotte, NC, with a competitive base salary and potential earnings of up to $200,000 with commissions. #J-18808-Ljbffr Dexian
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- First National Trust Company is seeking a Wealth Advisor in Charlotte, NC, primarily responsible... ...investment services, identifying client needs, and managing sales processes. The... ...or BS degree is required, with CTFA or CFP designation preferred. #J-18808-Ljbffr...Senior
$115k - $130k
...are seeking an experienced Senior Certified Financial Planner (CFP) to manage and grow an established book of affluent clients while delivering... ...comprehensive financial planning and wealth management solutions.... ...will serve as a trusted advisor, helping clients achieve...Senior- ...Wealth Advisor Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial... ...is seeking Wealth Advisors and Senior Wealth Advisors to join our teams... ...Responsibilities Wealth Advisors onboard clients and manage a book of business...SeniorWork at officeLocal areaRemote workRelocationMonday to Friday
$150k - $180k
...of financial planners. As a Senior Financial Planner, you will provide... ...services and advice to advisors & clients, helping them achieve their financial... ...with other groups within Wealth Solutions to develop client... ...& Experience: Active CFP® (Certified Financial Planner...SeniorFull timeWork at officeFlexible hours- U.S. Bank is seeking a Private Wealth Advisor in Charlotte, North Carolina, to develop and manage client relationships. In this role, you will leverage your expertise in wealth management to guide clients through financial decisions. The preferred candidate will have significant...SeniorWork at officeRemote work
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- ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring... ...client counsel. Manages an affluent client base by interpreting... ...designation (e.g. CFP, CPA, CFA, CMA, ChFC, etc.)...Work at officeLocal areaNight shift
- ...specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you... ...investment advisory solution, providing clients with a personal relationship, specialized... ...What you have Required Qualifications CFP® designation or CFA® designation Bachelor...SeniorWork at office
- ...leading financial institution in Charlotte is seeking a Financial Advisor to work with high-net-worth individuals. You will develop... ...performance-driven position with opportunities for growth and client engagement, requiring strong interpersonal skills and a goal-oriented...
$75k
Hudnall Capital Advisors in Charlotte, North Carolina is seeking an entry-level financial advisor to join their expanding firm. The role requires strong communication and analytical skills to help clients achieve their financial goals. Candidates should have a Bachelor...- Charles Schwab is seeking a skilled financial advisor to join their Charlotte, NC office. This position emphasizes in-person collaboration and client relationship management, requiring significant advisory experience and active FINRA licenses. The ideal candidate will have...Work at office
- A leading financial services firm in North Carolina is seeking a Financial Advisor for its Brokerage Group. This role focuses on managing client relationships, acquiring new customers, and providing high-quality service. Candidates need at least a high school diploma, relevant...
$215k - $400k
...Wealth Advisor / Wealth Manager Opportunity You've outgrown a rigid platform... ...who want more room to serve clients their way without building... ...dual affiliation path ~ CFP, CFA, CPA, ChFC, CIMA, or similar... ...~ Experience serving mass affluent, high-net-worth, or multi-generational...Remote jobFull timeSecond jobLocal areaFlexible hours- Provides wealth planning consultations and support to Vanguard's largest and most complex clients and financial advisors. As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team... ...services encouraged. CFP, CPA, and/or active Law License...SeniorWork experience placementWork at officeRemote workRelocation package
- Regions Financial Corporation is seeking a BlackArch Investment Banker to develop client relationships and oversee the transaction process. Key responsibilities include identifying business opportunities and maintaining client communication. The ideal candidate will have...Senior
- ...Private Client Banker You have a passion for taking care of our customers and employees... ...contact for a select group of Chase's affluent clients as well as other customers in... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Immediate startAfternoon shift
- ...Private Client Banker You have a passion for taking care of our customers and employees... ...contact for a select group of Chase's affluent clients as well as other customers in... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Immediate startAfternoon shift
$77k - $202k
...to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support... ...modern planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver...SeniorFull timeH1b$65k - $80k
...3 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for... ...meaningful relationships with clients, becoming their trusted advisor during pivotal moments. Expertise and Simplicity: Take the complexity...Senior- Artisight is hiring a Senior Client Success Manager to enhance client relationships and drive the adoption of their healthcare SaaS products. This remote role based in the United States necessitates 5+ years of experience in client success within healthcare. The ideal candidate...SeniorRemote job
- 0101 The Huntington National Bank in Charlotte is seeking a Senior Liquidity Specialist. This role is crucial for executing the Commercial Liquidity Strategy, driving revenue growth, and ensuring client engagement. The successful candidate will manage a complex client...Senior
- ...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
- ...Senior Vice President, Client Services About the Company A leading global medical communications agency expanding its US leadership team. Industry... ...excellence. Key responsibilities include serving as a trusted advisor to senior-level clients, contributing to business growth...Senior
- GreerWalker LLP in Charlotte, North Carolina is seeking a qualified candidate to supervise staff accountants, manage client relationships, and ensure compliance with accounting principles. The ideal candidate will have a Bachelor’s degree in accounting, CPA certification...Senior
$60k - $80k
Ascensus is hiring for a role focused on providing client support and managing relationships within the retirement services sector. The ideal candidate should have over 3 years of relevant experience and demonstrate strong relationship management and project management...Senior- Brown Advisory is looking for a Senior Relationship Associate in Charlotte, NC, to provide customized private client service. The role involves collaborating with various teams to enhance client experiences, managing client onboarding, and addressing fiduciary matters....Senior
- ...Precious Metals Sales Trader in Charlotte, North Carolina. The successful candidate will develop and manage corporate and institutional client relationships, deliver risk management solutions, and execute trades across the precious metals market. Ideal candidates will have...Senior
- ...for Wholesale Payments. This leadership position involves managing a top-performing team to deliver exceptional payment solutions to clients while ensuring compliance with regulations. The ideal candidate will have a Bachelor's degree and at least five years of management...Senior
- Bank of America is seeking a Senior Relationship Manager for their Commercial Real Estate Team in Charlotte, North Carolina. This role involves managing a portfolio of complex clients, with responsibilities including client acquisition, financial advising, and collaborating...Senior
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