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This is an exceptional opportunity open to both entry level and experienced applicants interested in learning the wealth management business in a small, friendly office environment. Requirements A Bachelor’s degree, excellent computer software skills (emphasis on Microsoft Excel and Adobe Acrobat) along with strong communication and interpersonal skills. The position requires a mature, well
Posted Today
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Plan and execute day to day portfolio management for assigned accounts within the guidelines of BB&T policies and strategies. 2. Support the new business efforts of Wealth Advisors and Personal Trust
Posted Today
Perform complex operating functions in a high volume environment within Trust Operations in accordance with prescribed policies and procedures, including securities operations, mutual fund processing, systems management, trust accounting and fee processing. Provide quality service to the internal clients of Trust Operations Retirement & Institutional Services, Wealth Division and Sterling Capital
Posted Today
Perform complex operating functions in a high volume environment within Trust Operations in accordance with prescribed policies and procedures, including securities operations, mutual fund processing, systems management, trust accounting and fee processing. Provide quality service to the internal clients of Trust Operations Wealth Division, Retirement & Institutional Services and Sterling Capital
Posted Today
Provide operational support for the brokerage department including opening new accounts, initiating transfers, processing stock certificates, establishing online trading and other various operational duties. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Fluency English Job Description Essential Duties and Responsibilities Following is a summary of the essential
Posted Today
Increase the productivity of the Investment Counselor, which in turn will provide increased profitability to the Bank. Service, sales and marketing focused responsibilities. Provide account service to the existing client base, assist the Investment Counselor and provide support to the branch network. Shift 1st shift Regular/Temporary Regular Scheduled Weekly Hours 40 Language Fluency English
Posted Today
Ensures that product management effort is integrated with sales, marketing, operations, implementation & customer service. Conduct market research & competitor analyses, determining product pricing, developing short & long term strategies/outlooks. Competencies required include strong organizational skills with focus on tactical implementation, good project management skills, and 4 6 years related
Posted 1 day ago
Wells Fargo Community Lending & Investment specializes in helping developers and investors take advantage of tax credit opportunities by investing in Low Income Housing Tax Credits (LIHTC) for multifamily apartments and Historic Tax Credit properties. For more than 20 years, Wells Fargo has been investing in tax credits and is one of the few banks active in both direct and fund equity investments,
Posted 1 day ago
Community Lending & Investment specializes in helping developers and investors take advantage of tax credit opportunities by investing in Low Income Housing Tax Credits (LIHTC) for multifamily apartments and Historic Tax Credit properties. For more than 20 years, Wells Fargo has been investing in tax credits and is one of the few banks active in both direct and fund equity investments, increasing
Posted 1 day ago
It starts with you . Our goal is to attract, develop, retain and motivate the most talented people those who care and who work together as partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization. Wealth and Investment Management (WIM) is one of the company's four main divisions. WIM businesses
Posted 1 day ago
Director of Investments All times are in Central Daylight Time. ID 2017 4756 # of Openings 1 Job Locations US NC Charlotte Posted Date 5/4/2017 Category Investments Role Overview The Director of Investments ("DI") role will combine acquisition, asset management, and development expertise to lead and grow a portfolio of multifamily investments in North Carolina. This position will report to the EV
Posted 1 day ago
The candidate selected will provide reliable, pro active and confidential administrative support to the Global Investment Services group. This position will be located in our Charlotte, NC office. Primary Responsibilities This position is responsible for administrative support including, but not limited to Facilitating information flow, including email, phones, voicemail, faxes, mail, other messag
Posted 1 day ago
Wells Fargo
- Minneapolis, MN / San Francisco, CA / Des Moines, IA / 2 more...
Other U.S. Wells Fargo locations may be considered About Wells Fargo Wells Fargo & Company (NYSE WFC) is a diversified, community based financial services company with $1.9 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial financial services through more than 8,600 locations, 13,000 ATMs, online (wellsfargo.com), and mo
Posted 2 days ago
Position Description Full Stack Senior Application Developer (Investments Systems) The AIG Corporate Systems IT Group supports our Investments Management line of business and includes support for Global Real Estate, Capital Markets, and Science business teams. The data and applications’ environments provide investment and asset management services for approximately $340 billion under manag
Posted 6 days ago
Position Description Senior Application Developer Investran (Investments Systems) The AIG Corporate Systems IT Group supports our Investments Management line of business and includes support for Global Real Estate, Capital Markets, and Science business teams. The data and applications’ environments provide investment and asset management services for approximately $340 billion under manage
Posted 6 days ago
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