Wealth Management Advisor Jobs in Durham, NC

Champion participant engagement strategies by managing multi-channel communications for large clients, ensuring client satisfaction and improved retirement readiness through strategic communications a...

Engage stakeholders to enhance our Salesforce platform, ensuring its efficiency, security, and optimal use. Drive automation, reporting, and user support while fostering continuous improvements across...

Join a team that's shaping the future of our SaaS platform by defining product vision, guiding development efforts, and collaborating with stakeholders to deliver exceptional software solutions. Be a...

Shape the future of financial leadership by driving enterprise planning, forecasting, and performance management. Partner with senior leaders to deliver clear insights and guide strategic decisions th...

Join us to lead and scale innovative contracting operations for Advisory Solutions. Collaborate with leadership to ensure efficient processes while mentoring your team and improving workflows that dri...

Champion financial strategy to enhance GTM performance; collaborate cross-functionally to drive insights into user acquisition and profitability while navigating complex operational challenges in a dy...

Elevate the insurance solutions in the Brokerage division by leading strategy development, enhancing client engagement, and ensuring compliance, while mentoring teams and driving growth through expert...

Contribute to advisor growth and satisfaction while optimizing regional profitability. Lead high-performing teams in providing exemplary service to Linsco's financial advisors, ensuring a seamless tra...

Join a collaborative team as a trusted financial advisor to senior executives, offering tailored financial planning and investment guidance. Enhance client relationships, drive business growth, and fa...

Join a team that's guiding clients through renewable energy tax complexities. Lead compliance and strategy efforts while mentoring staff and optimizing tax positions for asset and wealth management or...

Champion strategic new business acquisition and expand revenue within enterprise accounts by leveraging strong consultative selling skills and building executive relationships in the financial technol...

Drive AI innovation at an enterprise scale by leading relationships with frontier labs and managing AI delivery teams. Oversee the development lifecycle and ensure production readiness within a high-i...

Join a team that drives high-volume investment real estate transactions, working closely with investors to identify profitable opportunities while benefiting from industry-leading training and resourc...

Optimize the School's finance function by modernizing accounting systems, enhancing workflows, and ensuring financial accuracy. Lead a dedicated team in achieving innovative financial practices that s...

Lead the charge in driving revenue growth through strategic B2B sales and relationship management in the automotive sector, focusing on complex contracts and partnership development with OEMs across N...

Join a team that leads innovative debt capital solutions, overseeing underwriting activities, fostering a client-focused lending approach, and driving portfolio growth while advancing community develo...

Transform your career by driving sales success for innovative software solutions in real estate. Engage clients, foster relationships, and leverage your experience to unlock new opportunities in a dyn...

Join a team that's transforming client relationships through innovative business and technology solutions while leading account managers to ensure operational excellence and exceptional client satisfa...

Shape strategic partnerships by driving growth and insights for enterprise clients, utilizing financial expertise and consultative skills to enhance account health and transform digital collections. L...

Engage with high-net-worth clients to provide elite risk management solutions, ensuring personalized service and strategic consulting to optimize retention, satisfaction, and growth of a sophisticated...

Empower your career with a senior finance leadership role, driving strategic financial planning and operational excellence as our organization scales its impact globally, fostering a culture of analyt...

Contribute to regulatory compliance and risk management in mortgage lending. Analyze evolving regulations, provide insights, and ensure adherence across business units, while collaborating with manage...

Transform compliance management by leveraging deep regulatory expertise, ensuring Real Estate Lending practices meet all standards. Collaborate with cross-functional teams to identify and mitigate ris...

Engage with cross-functional teams to lead the evaluation and implementation of complex business systems, ensuring efficiency and effectiveness across the organization while guiding and mentoring Anal...

Join a team that's transforming financial planning for charter schools nationwide while advising leaders on sustainability and governance. Collaborate in dynamic projects, mentor colleagues, and drive...