12 Wealth Management jobs in Charlotte.

Hiring now: Coach Alternative Investm @ Ameriprise, Sr Compliance Advisory Di @ Varo, Private Client Relationsh @ Citizens, Sr Portfolio Analyst @ Brighthous, Avp Actuarial Retirement @ Lincoln Fi, Lead Advisor @ Brighton J.Explore more at jobswithgpt.com.

🔥 Skills

financial services (4) Risk Management (4) Business Development (3) coaching (2) compliance (2) leadership (2) Audit (2) Customer Service (2) Investment (2) risk management (2)

đź“Ť Locations

Charlotte (12)
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Ameriprise Financial

Coach - Alternative Investments Charlotte
Skills & Focus: coaching, customer service, policies, procedures, training, quality review, escalations, performance, communication, financial services
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3-5 years of relevant experience.
Salary: $23.95 - $32.36 / hour
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …

Varo

Sr. Compliance Advisory Director Charlotte
Skills & Focus: compliance, consumer protection, financial services, product development, regulations, business problems, growth mindset, self-starter, fast-paced environment, digital bank
About the Company: Varo is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us.

Citizens

Private Client Relationship Manager Charlotte
Skills & Focus: Client Relationship Management, Financial Services, Business Development, Sales, Customer Experience, Risk Management, Cross-Selling, Client Retention, Strategic Planning, Team Collaboration
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.
Type: Full-time
Benefits: Citizens is committed to providing benefits, resources and programming to support the whole you, across all aspects of …

Ameriprise Financial

Sales Supervision Manager Charlotte
Skills & Focus: Sales practice reviews, General securities, Annuities, Insurance, Client communication, Supervision reports, Policy violations, Advisor training, Regulatory compliance, Analytical skills
About the Company: Ameriprise Financial is a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team o…
Experience: 5+ yrs relevant work experience
Salary: $85,700 - $115,700 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …
Operations Coach - Alternative Investments Charlotte
Skills & Focus: operations processes, transaction requests, policy, compliance, quality management, coaching, leadership, problem solving, financial services, Alternative Investments
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: High school or GED
Salary: $49,800-$67,300/year
Type: Full-time
Benefits: competitive and comprehensive benefits program including vacation time, sick time, 401(k), and health, dental and life …

Citizens

Private Client Relationship Managers Charlotte
Skills & Focus: Audit, Customer Service, Financial Advisor, Investment, Risk Management, Operations, Community, Diversity, Technology, Professional Growth
About the Company: Citizens is a leading financial institution committed to providing a culture of inclusion and diversity, and supporting our colleagues, customers, and communit…
Type: Full-time
Benefits: Citizens offers various benefits, resources, and programming to support the well-being and development of its colleague…
Multiple Open Positions Charlotte
Skills & Focus: Portfolio Management, Property Services, Data Analytics, Audit, Risk Management, Wealth Management, Business Development, Commercial Banking, Asset Management, Diversity and Inclusion
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard and feels a sense of belo…
Type: Multiple
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…
Private Client Relationship Manager Charlotte
Skills & Focus: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture that supports our customers, colleagues, an…
Type: Full-time
Benefits: Citizens offers benefits and resources to support healthy habits and career growth.

Brighthouse Financial

Senior Portfolio Analyst Charlotte
Skills & Focus: investment analysis, manager search, performance attribution, Subadvisors, evaluation of investment activities, investment oversight, equity strategies, fixed income strategies, financial counseling, risk management
About the Company: Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in…
Experience: 5+ years of relevant investment experience
Salary: $105,000 - $135,000
Type: Hybrid
Benefits: Minimum of 20 days of paid time off, 16 paid company holidays, 401(k) savings plan with company match, health insurance…

Lincoln Financial

AVP, Actuarial (Retirement Plan Services) Charlotte
Skills & Focus: actuarial science, leadership, profit enhancement, risk management, strategic projects, analytical opportunities, actuarial models, performance monitoring, team development, business strategy
About the Company: Lincoln Financial Group helps people to plan, protect and retire with confidence.
Experience: 10+ Years of experience in actuarial science including 3+ years of managerial experience
Salary: $146,501 - $264,700
Type: Remote
Benefits: Competitive 401K and employee benefits, free financial counseling, health coaching and employee assistance program, tui…

Ameriprise Financial

EAR Sourcing Specialist Charlotte
Skills & Focus: sourcing strategies, financial advisors, recruiting, relationship-building, communication skills, lead generation, data analysis, mentorship, sales experience, financial services
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than …
Experience: 1 - 3 years' relevant experience
Salary: $57,100 - 77,100 / year
Type: Full-time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), health, dental and life insu…

Brighton Jones

Lead Advisor Charlotte
Skills & Focus: Wealth Alignment, client experience, marketing, business development, operations, collaboration, growth, client retention, team-based environment, compassion
About the Company: We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their va…
Experience: CFP® certification
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…