Senior Private Banker & Wealth Advisor
First National Bank Of Pennsylvania
F.N.B. Corporation is seeking a Private Banker 3 to market private banking services to business owners and executives within an assigned region. You will manage client relationships to drive cross-sell opportunities across banking, wealth, and insurance while delivering high-quality service. Responsibilities include cultivating a strong referral network, collaborating with Commercial, Retail and Wealth teams, and supporting loan processing, underwriting and closing. #J-18808-Ljbffr First National Bank Of Pennsylvania
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Private Banker & Wealth Advisor in Charlotte, NC vacancy
- ...Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This is your opportunity to thrive...SeniorFull timeWork at officeLocal areaRemote workRelocationMonday to Friday
- ...product, system or application of the Truist Wealth platform including but not limited to:... ...efficiency, risk management, client and advisor experience, and asset and revenue goals.... ...training Five years of financial services, private banking, Brokerage or wealth management...SeniorFull timePart timeWork at officeShift workDay shift
- A leading financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing their wealth. The ideal candidate will possess over six years of experience in Private Banking or Financial Services, focusing...Senior
$140k - $175k
...what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial... ...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...SuggestedFull timeWork experience placementLocal area- ...financial institutions in Greater Cincinnati has an opening for a Private Wealth Advisor (PWA) . This is an exclusive opportunity with a top-rated... ...the Greater Cincinnati region, with a title such as a PWA, Senior Wealth Manager, Private Client Advisor, or similar,...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
Professions
Charlotte, NC4 days ago - ...Graham St. Charlotte, North Carolina. 28202. Join our team. Make a difference - for us and for your future. Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive - Wealth Management Position Overview: This position is primarily...Work at officeLocal area
F.N.B. Corporation
Charlotte, NC5 days ago - ...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's clients and continually strives to effectively bring new clients into the Company to serve. Provides leadership, direction, and accountability for team members, ensuring their...Work at officeLocal areaNight shift
Blue Trust
Charlotte, NC5 days ago - ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory... ...service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial...Work at office
Charles Schwab
Charlotte, NC1 day ago - J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver tailored investment solutions, leveraging a broad product platform and partner referrals...
- ...office is seeking an experienced Senior Vice President / Managing... ...individual will serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing... ...within a multi-family office, private bank, or RIA. Demonstrated...Full timeWork at office
$140k - $175k
...what you excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their... ...sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$100 per hour
The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively...Work at officeLocal areaRemote work2 days per week- Join a forward-thinking compliance team at the forefront of innovation in investment advisory services. As a Compliance Advisor supporting Vanguard Personalized Indexing Management (VPIM), you’ll play a pivotal role in shaping the future of our personalized investing offers...SeniorFull timeWork experience placement
- Join a dynamic compliance team that’s not just about rules—but about shaping the future of ethical investing. As a Senior Compliance Advisor, you’ll help ensure our advisory services and business activities align with the highest standards of integrity, transparency, and...SeniorFull timeWork experience placement
- ...companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This collaborative and supportive environment,...
- ...and families build, protect, and transfer wealth through comprehensive and personalized... ...and North Carolina, we are expanding our Private Wealth team to support the growing demand... ...dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will...Work at office
- Truist in Mount Holly, NC seeks a client-focused professional to deliver exceptional service in person and on the phone, advising on financial solutions and handling teller duties as needed. You will develop relationships, support branch sales targets, and collaborate with...Senior
- Wealth Management Research, Senior SpecialistVanguard is seeking a highly experienced Senior Manager, Wealth Management Research to serve as a thought... ...and informs advice delivered to clients, prospects, and advisors.The successful candidate will possess deep expertise in...SeniorFull time
- ...Job Description Job Description The Associate Wealth Advisor is a key member of our wealth advisory team, partnering with experienced Wealth Advisors to deliver comprehensive advice and an exceptional client experience. This individual will assist with financial...
$98k - $162.5k
...and existing clients in partnership with a private bank credit team. Key responsibilities... ...teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is aligned with the Private Client Advisor (PCA) in their goal of developing new custom...SeniorFull timeBank staffWork at officeDay shift- About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this digital client relationship role, you will support prospective and existing clients from a corporate office environment,...Ongoing contractFull timeWork experience placementWork at officeImmediate start
$93.4k - $128.4k
...and communities around the world.Job DescriptionThe Senior Product Manager will be part of the Wealth Management Solutions (WMS) department and will participate... ...cost/expense savesSupport the development of the Advisor/Client Experience across the advisory platformMay act...SeniorFull timeH1bWork at officeWork from homeVisa sponsorship1 day per week$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Charlotte, NC3 days ago$75k
...financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships... ...goals, retirement plans, and additional factors related to wealth management Qualifications: • A required Bachelor’s degree in business...Work at officeHudnall Capital Advisors
Charlotte, NC2 days ago- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals... ..., Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights...Work experience placementWork at officeLocal areaFlexible hours
Equitable Holdings
Charlotte, NC2 days ago - ...Certified Financial Advisor Are you a Certified Financial Planner (CFP®) looking for a... ...for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity.... ...planning knowledge to help preserve client's wealth. In-depth knowledge of financial...Work at officeRemote workRelocationMonday to Friday
Vanguard
Charlotte, NC2 days ago - As a Wealth Planning Consultant, Specialist with Vanguard, you’ll be part of a team within the Advice and Wealth Management (AWM) division... ...tax and financial planning analysis. You will be a trusted advisor, bringing education and world-class client experience to the...Full timeWork experience placementWork at officeRemote workRelocation package
- ...industry. Our Advance to Financial Planning Advisor Program is a structured pathway designed... ...from Vanguard Advice professionals and senior management while building the network and... ...to prepare you for a career in Personal Wealth Advice. Receive dedicated advisor development...Full timeApprenticeshipInternshipWorldwide
- About this role:Wells Fargo is seeking a Senior Retail Equities Trader within Wealth and Investment Management. Learn more about our career areas and lines... ...flowExecute equity and ETF orders from financial advisors, internal/external money managers, and self-directed retail...SeniorOngoing contractFull timeWork experience placementSecond jobImmediate start
$133.37k - $156.9k
...DescriptionU.S. Bank is seeking an attorney to join the Law Division’s Wealth Management & Investment Services legal team to support U.S.... ...is for an in-house attorney who will serve as a trusted advisor, providing legal support related to fiduciary administration and...SeniorFull timeLocal area3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker & Wealth Advisor. Be the first to apply!
Related searches
- private banker Charlotte, NC
- personal banker Charlotte, NC
- private mortgage banker Charlotte, NC
- financial advisor training program Charlotte, NC
- financial planning assistant Charlotte, NC
- entry level financial advisor Charlotte, NC
- estate planning consultant Charlotte, NC
- associate leveraged finance Charlotte, NC
- financial advisor development program Charlotte, NC
- oracle financial functional consultant Charlotte, NC