Investment Advisor Jobs in Durham, NC

Execute trading operations effectively, enhancing processes and efficiency for diverse client accounts in the SMA and UMA sectors, while maintaining rigorous risk controls and ensuring seamless trade...

Join a team that's dedicated to delivering personalized financial strategies. Engage with clients to analyze their needs, provide expert advice on diverse financial products, and foster lasting relati...

Join a team that leads compliance and personal trading initiatives across investment services, shaping a robust compliance framework while navigating regulatory challenges and driving organizational e...

Drive team performance and client growth by leading a sales-focused group of leaders. Utilize data-driven strategies and coaching to enhance sales effectiveness while ensuring accountability and best...

Champion the financial growth of high-net-worth clients by crafting tailored strategies and fostering strong relationships, all while collaborating with business development to enhance overall client...

Empower businesses by delivering advanced tax and wealth strategies. Lead client meetings, providing personalized advice with the latest tech tools in a rapidly growing firm focused solely on advisory...

Collaborate to enhance the performance and growth of wealth management programs, serving as a trusted partner to institutions. Translate strategic priorities into actionable plans and drive exceptiona...

Analyze client needs and drive the entire sales cycle, from prospecting to closing, while educating potential clients on our innovative platform. Collaborate with leadership to enhance revenue strateg...

Lead the administration and management of client equity compensation plans, ensuring accurate execution, compliance, and client satisfaction. Act as a trusted advisor and technical expert in stock opt...

Transform investor experiences by leading a dynamic team to ensure accuracy and timeliness in processing transactions, while enhancing compliance and improving service delivery across a diverse client...

Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...

Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...

Join a dynamic team to manage treasury functions, ensuring client's cash management is efficient and accurate. Utilize your attention to detail and leadership skills in a fast-paced environment while...

Join a team that's driving operational success by facilitating high-level executive support and coordinating strategic initiatives across multiple functions, enhancing leadership effectiveness and pro...

Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...

Join a team that's redefining enterprise onboarding in financial services. Leverage your expertise to drive seamless implementation and client transformation while mentoring others and influencing pro...

Champion seamless learning experiences in Wealth Management by designing impactful training programs, advocating for process enhancement, and fostering AI tool adoption for advisors and client service...

Unlock potential by joining a dynamic sales team focused on high-net-worth clients. Navigate your territory with established leads while supported by comprehensive resources to drive your success in f...

Join a dynamic team to elevate client relationships and deliver exceptional wealth management services, supporting key investment strategies and ensuring client satisfaction with detailed financial an...

Join a dynamic team as you lead financial strategy and accounting, ensuring accuracy in fund reporting and supporting growth in a fast-paced investment environment. Be a key player in shaping the futu...

Deliver tailored operational leadership and advanced support for UHNW clients, driving performance reporting and custom solutions. Collaborate cross-functionally to enhance reporting functions and opt...

Champion strategic recruiting efforts by engaging experienced financial advisors through proactive outreach and relationship-building, partnering with recruiting teams to align objectives and drive gr...

As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role involves growing your client base...

As a Financial Advisor at Northwestern Mutual, you will help clients achieve their financial goals through personalized planning and relationship-building. This role offers the opportunity to build yo...

Shape the future of financial planning by building strong client relationships, creating personalized strategies, and achieving impactful outcomes in a dynamic, entrepreneurial environment...