Senior Executive Assistant- Wealth - Charlotte - TalentBridge

A highly respected, well-established regional wealth management firm is seeking a polished and experienced Executive Assistant with wealth management industry knowledge to support a Managing Director serving ultra-high-net-worth individuals, families, and complex trust relationsh ...

The Client Service Associate serves as primary point of contact for clients and assists Wealth Advisors in developing and maintaining client relationships.This individual will have a broad range of client service responsibilities including account applications, custodial paperwor ...

We are seeking an Associate Advisor to assist clients, wealth advisors and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. · Serve on the client service team to assist in managing client relationships. · ...

We are global private markets specialists delivering tailored investment solutions, advisory services and impactful data driven insights to the world's investors. · Assist Business Development team with developing and building relationships with financial advisors. · Assist Busin ...

Wealth Enhancement is an independent wealth management firm that seeks to enrich the lives of its clients. They offer unique financial plans and investment management services to over 80,000 households nationwide through their team-based processes. · This role is for an Associate ...

The TIAA Retirement Solutions & Wealth Management Rotational Program offers an exciting mix of strategically aligned assignments, · professional development,and the ability to experience many facets of our organization during the two-year program.Candidates after obtaining licens ...

Developing comprehensive financial plans focusing on investment strategy tax retirement and estate planning executive compensation risk management cash flow and education funding. · ...

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. · Serve as an advisor to clients on personal planning matters · Identify opportunit ...

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. · This is a business development role working directly with our custodial partners, prospective clients and WEG advisors covering a specific territory. ...

The Investment Management Specialist is responsible for defining the Financial Advisor(s) and/or Advisor Team(s) overall investment management philosophy through the development of portfolio analysis and expertise in a wide range of investment product areas. · ...

The Client Services Associate is pivotal to client experience by providing exceptional client service and supporting office functions as needed. · 3+ years in the Financial Services Industry. · RIA firm experience a plus. · Strong computer skills and knowledge of Microsoft Office ...

A well-established privately held wealth management firm is expanding its tax practice and seeking a Senior Tax Associate to join a collaborative high-performing team. · ...

The Wealth Credit Portfolio Manager is responsible for underwriting loan transactions including completing all required financial and other due diligence in order to make recommendations for new business-purpose credit requests. · In addition the Wealth Credit Portfolio Manager p ...

This job is responsible for providing shared client service support to potentially multiple Financial Advisors (FAs) who have both short-term and long-term coverage needs. · ...

Barings is seeking an Associate Director for its Charlotte based Global Investor Relations Team.This individual will fill a vital role on the U.S. based team and work closely with their counterparts in London and Hong Kong. · ...

Wealth Management Strategic Partnerships Specialist: Join the Advice & Wealth Management division as a Strategic Partnerships Specialist. The role involves elevating the vendor and external partner ecosystem, collaborating on initiatives to strengthen relationships with key partn ...

+Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dream ...

+Job summary · Wealth Client Relationship Managers at TIAA partner with Wealth Management Advisors on deepening client relationships. · +Manage client service delivery for high-net worth clients. · Support implementation of financial plan recommendations. · +.minimalist{line-heig ...

The Financial Planner role within the TIAA Central Advice Group writes and supports financial planning for wealth management advisors. · This job creates high quality, accurate, financial plans using intermediate-level communication skills to provide on demand support via email a ...

About this role: · Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust.  The Senior Wealth Management Banking Coordinator will provide advanced, specialized support to the Legal Specialty Group (LSG) within Wealth & Investmen ...