Wealth Advisor: Build Portfolios & Client Relationships
First National Bank of Pennsylvania
A financial institution in Charlotte, North Carolina is seeking a Financial Advisor to manage existing client relationships and pursue new clients. Responsibilities include identifying sales opportunities and demonstrating expertise in Wealth Management. Candidates should have at least a high school diploma, 3 years of related experience, and necessary FINRA licenses. This role demands excellent management and communication skills, with a focus on customer service and compliance with regulatory requirements. #J-18808-Ljbffr First National Bank of Pennsylvania
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor: Build Portfolios & Client Relationships in Charlotte, NC vacancy
- JPMorgan Chase is seeking a Relationship Banker in Charlotte, NC. The successful candidate will be responsible for managing client relationships, delivering excellent service, and providing tailored banking solutions. A minimum of 1 year in sales within retail banking...Suggested
- JPMorganChase in Charlotte, NC is seeking a Relationship Banker to enhance client experiences by providing financial solutions and services. You will manage client relationships, resolve issues, and educate clients on technology tools. A high school degree and sales experience...Suggested
- 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...Suggested
- Vanguard is seeking a Senior Associate Financial Advisor in Charlotte, NC, responsible for building strong client relationships while providing financial advice and portfolio management. This role requires at least two years of experience in client relationship management...SuggestedVisa sponsorship
- Bank of America is looking for a client engagement professional in Charlotte, NC, to assist clients with banking transactions... ...Responsibilities include managing cash transactions and building strong client relationships to enhance their financial lives. #J-18808-Ljbffr Bank...SuggestedFlexible hours
- ...making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...their financial needs. As a Private Client Banker in Branch Banking, you are the... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business...Immediate startAfternoon shift
- ...Private Client Banker In Branch Banking You have a passion for taking care of... ...making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business...Afternoon shift
- JPMorgan Chase & Co. is seeking a Private Client Banker in Charlotte, North Carolina, to manage banking relationships for affluent clients. You will be responsible for acquiring new clients through relationship building and by offering tailored financial advice. The ideal...
- A nationwide financial institution in Charlotte, NC is seeking a Client Relationship Consultant 1 to engage clients through in-person and virtual channels. The role involves building strong relationships, understanding client needs, and educating them on banking solutions...
$20 - $22 per hour
Client Relationship Consultant 1 (Banker) - South Park - Charlotte - NC page is loaded## Client Relationship Consultant 1 (Banker) - South Park... ...One.## **Job Description**Client Relationship Consultants build relationships with customers, engaging them via multiple channels...Temporary workLocal area- ...your career. Try new things, learn new skills and discover what you excel atall from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually...Temporary work
- ...Relationship Executive If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to... ...primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships. You will work...Local areaFlexible hours
- JPMorganChase in Charlotte, North Carolina, is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. You will build strong client relationships while demonstrating integrity and educating clients on digital tools for better...
$61k - $250k
A leading financial services company in Charlotte seeks a dedicated Financial Advisor. This role involves building client relationships, creating personalized financial plans, and managing client financial goals. Candidates should have a bachelor's degree and strong communication...$126.82k - $149.2k
Credit Portfolio Manager - Industrials and Packaging, Institutional Client Group page is loaded## Credit Portfolio Manager - Industrials and Packaging, Institutional... ...**The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of...Temporary workWork experience placementLocal area$200k - $325k
...Utilities Division is looking for an experienced Relationship Manager to provide corporate coverage to a large portfolio of Utility clients. This client-oriented individual will... ...preferred) Demonstrated experience in building relationships and credibility with...Temporary workLocal area3 days per weekU.S. Bank
Charlotte, NC2 days ago- ...Operations Specialist as part of the Wealth Client Performance Analytics group within Wealth... ...the accuracy and integrity of client portfolio and performance data across Wealth... ...~ Ability to influence and build relationships across the Line of Business stakeholders...Work experience placementWork at officeRemote workRelocation package
- ...Growth and delivering for our clients, teammates, communities and... ...the opportunity to succeed, build a career and contribute to our... ...Evaluates transaction and relationship risk-adjusted profitability to... ...Participate in client meetings and portfolio reviews to deepen...Work at officeWork from homeFlexible hoursShift workDay shift
- Rosegate Portfolio Retention Loan Officer Charlotte, NC·Full time... ...in maintaining and enhancing relationships with existing customers, ensuring... ...to Work' company; we are building a high-performance retention... ...by understanding client needs and delivering tailored...Full timeTemporary workWork at officeFlexible hours
$200k - $300k
...expertise contributed by in‑country relationship managers. CCB focuses on... ...sized companies, providing client‑centric solutions for long‑term... ...primary responsibility is to build relationships while providing... ...build and maintain a client portfolio. Key Responsibilities...Full timeLocal areaWorldwideOverseasFlexible hours- ...institution in Charlotte is seeking a Financial Advisor to work with high-net-worth individuals. You will develop relationships, assess financial goals, and deliver... ...driven position with opportunities for growth and client engagement, requiring strong interpersonal skills...
- Gilder Search Group is seeking a Private Wealth Advisor in Charlotte, North Carolina. This role involves guiding clients in wealth management, leveraging extensive financial skills to enhance relationships and develop new client partnerships. The ideal candidate will have...
$140k - $175k
U.S. Bank is seeking a Private Wealth Advisor in Charlotte, North Carolina. This role involves... ...High and Ultra High Net Worth clients by providing expert advice on investments... ...will work to identify and foster client relationships while utilizing a team of specialists...- ...seeking an experienced professional to manage high net worth client relationships, focusing on retention and growth. The successful candidate... ...client needs. Requires a Bachelor's degree and 10+ years in wealth management. The role offers a hybrid schedule with in-office...Work at office
- A financial institution located in Charlotte, North Carolina is seeking a Wealth Advisor to drive revenue and manage client relationships. The ideal candidate will have at least 5 years of experience in financial services or sales and possess excellent communication, project...Work at office
- Our client is on a mission to empower customers... .... In their Private Wealth Management division,... ...made to expand the advisor team and enhance client... ...with a rich product portfolio and excellent... ...financial skillset to build and maintain relationships. Growth is achieved...
$215k - $400k
...opportunity is for planning‑led Wealth Advisors who want more room to serve clients their way without building every system alone. AMB... ...with established client relationships, clean compliance, and a desire... ...your own models, or manage portfolios your way Evaluate...Remote jobFull timeSecond jobLocal areaFlexible hours- ...Senior Investment Portfolio Control Consultant Wells... ...the Private Wealth Businesses within the... ...Ultra-high-net-worth client segments. In this role... ...environment Experience building effective partnerships... ...building strong customer relationships balanced with a strong...Work experience placementWork at office
- ...Origination Officers, Relationship Managers, credit, legal... ...outcomes for our clients across corporate, middle... ...and market appetite. Build/review financial models... ...and clean handoff to portfolio teams. Post-Close and... ...consumer, small business, wealth and trust management,...
$61k - $250k
...motivated individuals to become Financial Advisors in Charlotte, NC. This role allows you to build a business by helping clients with financial planning. Advisors can earn... ...degree, entrepreneurial mindset, and strong relationship-building skills. This position offers...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor: Build Portfolios & Client Relationships. Be the first to apply!
Related searches
- entry level financial advisor Charlotte, NC
- jde finance consultant Charlotte, NC
- financial advisor Charlotte, NC
- financial planner cfp Charlotte, NC
- financial planner Charlotte, NC
- senior financial advisor Charlotte, NC
- financial planning assistant Charlotte, NC
- financial advisor associate Charlotte, NC
- associate financial representative Charlotte, NC
- financial counselor Charlotte, NC