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

Wealth Management Client Advisor

Bank of America

Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors with client advocacy, enterprise objectives, and operational excellence while enabling a high‑touch service experience. Required licenses: FINRA SIE, Series 7, and Series 66 (63/65 accepted). Proficiency with Microsoft Office and Salesforce, plus strong communication and relationship-building skills for a fast-paced environment. #J-18808-Ljbffr Bank of America

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Management Client Advisor in Charlotte, NC vacancy
  •  ....P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and...  ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice... 
    Suggested

    JPMorganChase

    Charlotte, NC
    4 days ago
  •  ....P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and...  ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice... 
    Suggested

    JPMorgan Chase & Co.

    Charlotte, NC
    3 days ago
  •  ...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
    15 hours ago
  • Equitable Advisors in Charlotte, NC seeks a Financial Professional to help clients plan for retirement, estate and overall financial health. You will build a client base, provide guidance, and use holistic planning to recommend suitable products and services. You will... 
    Suggested
    Remote job

    Equitable Advisors

    Charlotte, NC
    2 days ago
  • U.S. Bank seeks a Wealth Management Banker for the affluent segment to deliver a premier client experience and coordinate across mortgage, small business banking, and personal trust services. You will develop, manage, and retain affluent relationships by understanding client... 
    Suggested

    Us Bank

    Charlotte, NC
    5 hours ago
  • EY seeks an experienced insurance claims Manager to lead complex engagements across property, BI, cyber, and other commercial losses....  ...You will guide analysis, develop claim strategies, and work with clients, brokers, insurers, and attorneys from loss assessment to... 
    Work at office

    EY

    Charlotte, NC
    3 days ago
  •  ...Investments provides exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director...  ...on the selection and oversight of investment managers, the development of asset allocation models and... 
    Work experience placement

    Morgan Stanley

    Charlotte, NC
    3 days ago
  • $104.8k - $192.3k

     ...seeking an experienced insurance claims professional to join our practice as a Manager. In this role, you will lead complex insurance claims engagements and serve as a trusted advisor to clients navigating significant property, business interruption, cyber, construction,... 
    Summer holiday
    Work at office
    Flexible hours

    EY

    Charlotte, NC
    3 days ago
  •  ...Overview: Hello, Our client is seeking an experienced professional with the skill set outlined below. If you are interested...  ...resume along with your contact details. Role: Fraud Project Manager ONSITE- Charolette, NC - LOCAL PROFILES ONLY Duration: 6... 
    Work at office
    Local area

    Theemesoft.inc

    Charlotte, NC
    1 day ago
  • $104.13k - $127.27k

     ...DescriptionWorks with Deposit and Payment Solutions (DPS) Relationship Manager in the Private Capital Global Asset Management Group (PCGAM)...  ...product implementation, assisting in training process of new clients / products. Higher levels have their own assigned client... 
    Full time
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    Charlotte, NC
    1 day ago
  •  ...investing as we challenge the status quo and help clients achieve what matters most.Schwab Wealth Advisory is a fee‑based, non‑discretionary...  ...a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Charlotte, NC
    10 hours ago
  • $104.8k - $192.3k

     ...Services practice specializes in helping clients achieve their financial recovery goals...  ...claims adjusting to join our practice as a Manager. This role is ideal for a property,...  ...you aspire to be part of a community of advisors making a significant impact on prominent... 
    Summer holiday
    Work at office
    Flexible hours

    EY

    Charlotte, NC
    15 hours ago
  •  ...Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible...  ...High Net Worth and Ultra High Net Worth clients. This leader will partner closely with...  ...with relationship managers, financial advisors, trust officers, and other specialists... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    4 days ago
  •  ...banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the...  ...overseeing the operations of the Risk organization, including budget management, and providing direct support to the Chief Risk Officer. This... 
    Work at office
    Local area
    Work from home
    Worldwide

    SMBC Group

    Charlotte, NC
    1 day ago
  • $85k - $120k

    Local Concrete Contractor is hiring appointment setters to canvass Charlotte and Mecklenburg County, introduce homeowners to our driveway, patio, and flatwork services, and book free estimate appointments for our closers. This is a foot-in-the-door role with a clear path...
    For contractors
    Local area

    Local Concrete Contractor

    Charlotte, NC
    5 hours ago
  • Local Concrete Contractor in Matthews area is hiring appointment setters to canvass residential neighborhoods across Matthews/Mint Hill/Weddington/Indian Trail corridor southeast of Charlotte. You will introduce homeowners to driveway, patio, and flatwork services and book...
    For contractors
    Local area

    Local Concrete Contractor

    Matthews, NC
    2 days ago
  •  ...delivering the best experience for our customers. As an Asset Manager within PNC’s Midland Loan Servicing organization, you will be based...  ...Midland’s Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    4 days ago
  • $140k - $160k

     ...our passion for helping investors build wealth through real estate with cutting edge technology...  ...of Stessa (financial and asset management software), RentPrep (tenant screening and...  ...primary point of contact for Asset Management clients and own accurate, timely weekly, monthly... 
    Temporary work
    Local area
    Remote work
    Home office
    Visa sponsorship

    Roofstock

    Charlotte, NC
    1 day ago
  •  ...highly collaborative teams for world-leading clients, we’ll nurture your talent in an...  ..., multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in training...  ...and lives. As a Consultant in the Asset Management practice, you will be responsible for:•... 
    Full time
    For contractors
    Live in
    Work at office
    Local area

    Accenture

    Charlotte, NC
    15 hours ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Asset Manager within PNC's Midland organization, you will be based within the PNC Midland footprint.As an Asset Manager, you will have a range of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Charlotte, NC
    4 days ago
  • $104k - $145k

    Wealth Product ManagerThe Director, Managed Accounts Product Manager is responsible for managing wealth managed accounts...  ..., which includes customer and advisor needs analysis, external...  ...of products and solutions to help clients reach their financial goals. Key Responsibilities... 
    Full time
    Work at office

    Teachers Insurance and Annuity Association

    Charlotte, NC
    15 hours ago
  •  ...annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology...  ...Fargo Lines of Business (LOB) with ordering, evaluating and managing contractual obligations for data center software and hardware... 
    Immediate start

    Artech

    Charlotte, NC
    1 day ago
  •  ...highly collaborative teams for world-leading clients, we’ll nurture your talent in an...  ...rounded, multi-disciplined and market-relevant advisor doesn’t happen by chance. We invest in...  ...the way the world works and lives. As a Manager in the Asset Management practice, you will... 
    Full time
    For contractors
    Live in
    Work at office
    Local area

    Accenture

    Charlotte, NC
    4 days ago
  •  ...training and recurring safety events with safety leadership and third-party providers, while serving as the internal owner for claims management in partnership with third-party administrators, brokers, carriers, legal counsel, and business leaders to ensure claims are... 

    Confidential

    Charlotte, NC
    1 day ago
  • $125k - $160k

     ...As a leading provider ofconstruction management,outside plant damage assessment & recovery, business outsourcing and consulting services, PRG offers services within the cable, telephony, construction and utility industries, including: Back Office Processing Technical... 
    Temporary work
    Work at office

    Project Resources Group

    Charlotte, NC
    3 days ago
  •  ...competition, real estate laws/rules, public opinion, local and national trends, and governmental regulations related to home buying Management Responsibilities: ~ N/A Scope: (Decision Making, Size of Organization, Budgetary etc.) Decision Impact:... 
    Local area

    PulteGroup

    Charlotte, NC
    2 days ago
  •  ...accuracy in data entry.Excellent organizational skills and ability to manage time effectively.Proficiency in Microsoft Office Suite (Excel,...  ...of Charlotte, NC or Columbia, SC. Position will be hybrid.Our client is a leading Telecommunications Industry and we are currently... 
    Contract work
    Live in
    Work at office
    Immediate start
    Remote work

    Pyramid Consulting

    Charlotte, NC
    1 day ago
  • $25 - $32 per hour

     ...principle of valuing people over all else. We do business with our clients how we want people to do business with us. Integrity forms our...  ...and out of our organization. Each employee enjoys attentive managers, competitive benefits, and a great work environment. We are seeking... 
    Hourly pay
    Work at office
    Monday to Friday

    Charlotteheatingair

    Charlotte, NC
    3 days ago
  • Job TitleProperty Manager, MultifamilyJob Description SummaryProperty Managers are responsible for maintaining our communities to a market...  ...to company standards. Track and evaluate advertising, and all client traffic. Developing, mentoring, leading, and managing a high-... 
    Minimum wage
    Full time
    Work at office
    Flexible hours

    Cushman & Wakefield

    Charlotte, NC
    2 days ago
  • $105.38k - $215.38k

    Position Summary Are you a strategic and creative Tax Manager who likes working on complex property tax issues? Are you ready to...  ...tax planning, consulting, and compliance services to multiple clients within various industries. You will work directly with the client... 
    Work at office
    Local area

    Deloitte

    Charlotte, NC
    15 hours ago

Do you want to receive more vacancies?

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