Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management Advisor

First National Bank

First National Bank is seeking a Financial Advisor in Charlotte, NC to support business goals by servicing current clients and pursuing new opportunities. You will provide high-quality service, assess customer financial needs, and offer appropriate investment products. The role involves cross-referrals to Trust, Insurance, and Loans, with ongoing compliance and continuing education. A strong client-focus and experience in financial services are important. #J-18808-Ljbffr First National Bank

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Advisor in Charlotte, NC vacancy
  •  ...First National Bank is seeking a Financial Advisor in Charlotte, NC to support business goals by servicing current clients and pursuing new opportunities. You will provide high-quality service, assess customer financial needs, and offer appropriate investment products.... 
    Suggested

    First National Bank

    Charlotte, NC
    3 days ago
  •  ...GENERAL FUNCTION: Serves as the trusted advisor and team coordinator to simplify...  ...with them to articulate and achieve their wealth goals. Creates teams of highly credentialed...  ...planning, investments, private banking, risk management, and trust services. Ensures delivery... 
    Suggested
    Full time
    Work experience placement
    Private practice
    Work at office

    Fifth Third Bank

    Charlotte, NC
    1 day ago
  •  ...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of...  ...FA/PWA/team on the selection and oversight of investment managers, the development of asset allocation models and executes... 
    Suggested
    Work experience placement

    Morgan Stanley

    Charlotte, NC
    1 day ago
  •  ...st shift (United States of America)Please review the following job description:This position will support the Servicing and Asset Management department and serves as an oversight role for insurance monitoring and compliance for commercial loans financed through Fannie... 
    Suggested
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Charlotte, NC
    14 hours ago
  • $105k - $130k

     ...We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms...  ...growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for... 
    Suggested
    Temporary work
    Local area
    Remote work
    Home office
    Visa sponsorship

    Roofstock

    Charlotte, NC
    4 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering...  ...initiatives.Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    3 days ago
  •  ...Property Manager – Link Apartments® CYKEL & The J Charlotte, NC | Full-Time Lead Two of Charlotte's Most Unique Apartment Communities Not every Property Manager role looks the same. Grubb Properties is seeking a Property Manager to oversee two boutique apartment... 
    Full time
    Contract work
    Work at office
    Monday to Friday
    Weekend work
    Afternoon shift

    Grubb Properties

    Charlotte, NC
    5 days ago
  • $100k

     ...Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You...  ...focus of providing comprehensive financial planning and wealth management services to help them realize their dreams. Some features... 
    Permanent employment
    Full time
    Work at office
    Local area

    Tristate Financial Advisors

    Charlotte, NC
    4 days ago
  • $120k - $160k

     ...Insurance Claims Supervisor - Belmont, NC Insurance Claims Manager Excess And Surplus Commercial Lines Supervisor Team Leader Leadership Commercial Auto General Liability Automobile Insurance Commercial Claims Personal Bodily Injury Property Damage _ . Responsible for... 
    Contract work
    Temporary work
    Relocation package
    Flexible hours

    Diedre Moire

    Belmont, NC
    1 day ago
  •  ...competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As an Asset Manager within PNC’s Midland Loan Servicing organization, you will be based in office within the PNC Midland footprint.Midland’s Asset Management... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    2 days ago
  •  ...Software team, which provides the following services;Assists internal Wells Fargo Lines of Business (LOB) with ordering, evaluating and managing contractual obligations for data center software and hardware solutions.A successful candidate will show the capability to execute... 
    Immediate start

    Artech

    Charlotte, NC
    4 days ago
  •  ...job description:Responsible for the strategic and tactical management of Wealth's deposit portfolio, including the development, growth, optimization...  ...solutions designed to meet the needs of Wealth clients and advisors. The Product Manager is accountable for the full product... 
    Full time
    Part time
    Work experience placement
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    4 days ago
  • $200k

     ...RegularLanguage Fluency: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Manage a portfolio of Asset Based Lending (ABL) transaction for the overall credit quality, collateral monitoring financial analysis, risk... 
    Full time
    Part time
    Shift work
    Day shift

    Truist

    Charlotte, NC
    3 days ago
  •  ...handling liability claims across VA. The ideal candidate will live in close proximity to the Richmond Branch Office, however the hiring manager will consider candidates near the branches listed above.Manages overall operations of designated area of authority. Interviews,... 
    Live in
    Work at office

    Erie Insurance Group

    Charlotte, NC
    3 days ago
  •  ...integrated real estate firm with over 50 years of experience across various asset types and geographies is seeking a Multifamily Asset Manager in their Charlotte, NC office. The Position: Develop and execute an asset management strategy for portfolio maximizing... 
    Full time
    Work at office

    RETS Associates

    Charlotte, NC
    1 day ago
  •  ...Commercial Property Manager *This will be an in-person role in Charlotte Curious about a career with NorthPoint ? NorthPoint is a real estate developer that has grown through combining an entrepreneurial spirit and empowerment of its team members. We are looking... 
    For contractors
    Work at office
    Immediate start
    Remote work
    Flexible hours

    NorthPoint Development LLC

    Charlotte, NC
    1 day ago
  • $104.8k - $192.3k

     ...background in commercial claims adjusting to join our practice as a Manager. This role is ideal for a property, business interruption,...  ...our clients' needs. If you aspire to be part of a community of advisors making a significant impact on prominent businesses, this role... 
    Summer holiday
    Work at office
    Flexible hours

    EY

    Charlotte, NC
    1 day ago
  • Job TitleProperty Manager, MultifamilyJob Description SummaryProperty Managers are responsible for maintaining our communities to a market-ready standard, always ensuring high-level of service. Property Managers are also responsible for motivating high-performing teams... 
    Minimum wage
    Full time
    Work at office
    Flexible hours

    Cushman & Wakefield

    Charlotte, NC
    14 hours ago
  •  ...policies and procedures. Builds effective relationships with Risk Management and client managers.ESSENTIAL DUTIES AND...  ...restructuring professionals, including legal counsel, financial advisors, investment bankers, and other vendors involved in credit resolution... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Day shift

    Truist

    Charlotte, NC
    3 days ago
  • Are you ready to take the next step in your financial services relationship management career? Vanguard is seeking passionate and driven individuals to join our growing Advice & Wealth Management division as Relationship Managers!In this role, you’ll manage a book of business... 
    Full time
    Work at office
    Remote work
    Relocation package
    Monday to Friday

    Vanguard

    Charlotte, NC
    4 days ago
  • $197k - $303k

     ...Director to join our East Region in our Wealth Advisory Practice in either our Orlando,...  ...growth, inspired by developing exceptional advisors, and eager to leave a lasting mark on a...  ...in financial planning, investment management, and client advisory.Bachelor’s degree required... 
    Full time
    Work at office
    Local area

    CliftonLarsonAllen

    Charlotte, NC
    4 days ago
  • $97k - $189k

     ...ensuring the abilities of all employees are used to their fullest potential. Individual contributor responsible for the overall management of the most complex liability construction defect claims. Recognized as the most senior technical expert in the interpretation of... 
    Full time
    Work experience placement
    Work at office
    Flexible hours

    CNA Financial

    Charlotte, NC
    4 days ago
  •  ...Retail Shopping Center Property Manager Needed, total portfolio 1 million square feet in southeast Work in corporate office and travel to visit properties all in the southeast. Core Responsibilities • Own overall appearance, maintenance condition, and tenant... 
    Full time
    For contractors
    Work at office

    Millman Recruiting Services, LLC

    Charlotte, NC
    4 days ago
  •  ...analysis/modeling, risk evaluation, on-going portfolio maintenance activities, and client support. Collaborates with Relationship Manager to identify credit worthy projects within targeted strategies and assists in the prioritization of relationship calling strategies.... 
    Full time
    Part time
    Work experience placement
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    1 day ago
  • $170k - $300k

     ...: 98534955408Posted: 2026-08-21Location: Charlotte, North Carolina, United StatesSalary: $170,000.00 - $300,000.00Category: Risk Management, ExecutiveCompany: CitiThis position is for a senior manager within Citi’s Corporate Insurance and Risk Management function, a specialized... 
    Full time
    Local area

    Citigroup

    Charlotte, NC
    3 days ago
  •  ...Assurance Lead role provides dedicated risk response activation and assurance capabilities across Data, Technology, and Workforce Management Risk. The position ensures validated risks are translated into effective remediation plans, controls are independently validated... 
    Work at office
    Relocation

    AT&T

    Charlotte, NC
    4 days ago
  •  ...This is a remote role. ESSENTIAL FUNCTIONS& RESPONSIBILITIES Supervises claims staff in their day-to-day operations Assists Claims Manager with recruitment, interviewing, and onboarding new staff, ensuring proficiency in procedures and job functions Ensures staff... 
    Minimum wage
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    Night shift

    CorVel Corporation

    Charlotte, NC
    2 days ago
  •  ...scaled appropriately for a PE-backed company. Partner with tax advisors on U.S. and international tax compliance, provision, and...  ...analyses requested by the board and private equity partners. Manage debt covenant calculations, compliance certificates, and lender... 
    Full time
    Local area
    Worldwide

    StevenDouglas

    Charlotte, NC
    2 days ago
  •  ...responsible for maintaining the integrity of the financials while helping leadership better understand performance, improve profitability, manage cash flow, and make informed business decisions. This is an excellent opportunity for an accomplished Finance Controller,... 
    Full time

    Parcc Associates

    Charlotte, NC
    1 day ago
  • $73.35k - $113.25k

     ...remote role. ESSENTIAL FUNCTIONS & RESPONSIBILITIES: Supervises claims staff in their day-to-day operations Assists Claims Manager with recruitment, interviewing, and onboarding new staff, ensuring proficiency in procedures and job functions Ensures staff... 
    Minimum wage
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    Night shift

    CorVel Enterprise Claims, Inc.

    Charlotte, NC
    20 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management Advisor. Be the first to apply!