Top Finance Jobs in Charlotte, NC

Negotiate and draft master agreements for the Commodities desks, ensuring compliance with regulations and liaising with internal teams and clients. Responsible for maintaining documents and keeping informed of regulatory changes.

The Financial Planning Director collaborates with Financial Advisors to provide tailored financial plans for high-net-worth clients, focusing on advanced planning topics such as tax strategies, estate planning, and risk management.

Provides senior-level client service and daily support to Financial Advisors and Private Wealth Advisors. Responsibilities include managing client relationships, coordinating service activities and follow-ups, supporting financial planning and portfolio proposals, executing digital and in-person marketing initiatives, preparing client reports, conducting research, and participating in client meetings. The role also provides backup transaction and account support while helping organize team business plans and initiatives.

Senior investment specialist supporting Financial/Private Wealth Advisors by developing and overseeing strategic investment policies, selecting and evaluating investment managers, managing reporting and performance metrics, preparing client reports, and participating in client meetings to implement asset allocation and investment strategies.