Charlotte, North Carolina, United States · On-site
$140k–$175k/yr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Relationship Management, Business Development, Wealth Planning, Estate Planning, Investment Knowledge
Charlotte, North Carolina, United States · Hybrid
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Java Full Stack Development, Spring Framework, Spring Boot, PL/SQL, REST/SOAP Services
Charlotte, North Carolina, United States · On-site
$42k–$101k/yr
Overview The Charlotte team at American Senior Benefits consistently ranks among the top 10 offices nationwide—and that success is no accident. Agents here receive hands-on mentorship, proven systems, strong leadership, …
Skills: Insurance Sales, Relationship Building, Client Management, Financial Planning, Business Development
New York, New York, United States · On-site
$185k–$300k/yr
Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking…
Skills: M&A Execution, Financial Modeling, Valuation, Client Relationship Management, Buy-side Transactions
Charlotte, North Carolina, United States · Hybrid
About this role: Wells Fargo is seeking a Lead Analytic Consultant to join the Global Employee Fraud Monitoring Strategies (GEFMS) team. This role is responsible for designing and implementing enterprise proactive monito…
Skills: SAS, SQL, Fraud Detection, Data Analysis, Financial Modeling
Charlotte, North Carolina, United States · On-site
As the Sr. Manager, FP&A – Division Finance, you are the financial leader of a full P&L: the person who owns the numbers, understands the story behind them, and uses that story to drive action. You sit at the intersectio…
Skills: Financial Modeling, P&L Management, Rolling Forecasts, Variance Analysis, Strategic Planning
Charlotte, North Carolina, United States · Hybrid
$80k–$145k/yr
Alternate Locations: Charlotte, NC (North Carolina); Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is no…
Skills: SQL, Python, Data Analytics, Data Operations, Data Integration
Charlotte, North Carolina, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Responsible for the facilitation…
Skills: Client Onboarding, Account Administration, Risk Management, Customer Relationship Management, Financial Planning
Charlotte, North Carolina, United States · On-site
At CommonPlace, we believe homes are more than four walls—it’s where people find belonging. Our communities are designed to be welcoming, approachable, and rooted in their neighborhoods. Every team member plays a role in…
Skills: Property Management, Leasing, Budget Management, Staff Supervision, Conflict Resolution
Charlotte, North Carolina, United States · On-site
Description Description At Allegacy, our roots run deep — anchored in a longstanding commitment to doing right by our members and the communities we serve. Every role within our organization plays a vital part in nurturi…
Skills: Customer Service, Financial Product Sales, Loan Processing, CRM, Consumer Lending
Charlotte, North Carolina, United States · Hybrid
BENEFITS ACCOUNT MANAGER With over 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty…
Skills: Benefits Administration, Customer Service, Market Research, Proposal Preparation, Relationship Building
Charlotte, North Carolina, United States · On-site
$138k–$244k/yr
The Trade Ops Group Manager is responsible for the end-to-end leadership of trade execution, post trade processing, and operational support across all asset classes and across all custodians within the Wealth platform. T…
Skills: Trade Execution, Post Trade Processing, Risk Management, Regulatory Compliance, Vendor Management
Charlotte, North Carolina, United States · On-site
Location: Onsite listed in the posting Summary Growth oriented Corporate Treasury team is looking to add an experienced financial analyst/client specialist to help build new Wholesale Public Funds (WPF) Desk. This role p…
Skills: Financial Analysis, Client Relationship Management, Data Management, Reporting, Microsoft Excel
Charlotte, North Carolina, United States · On-site
ADP is hiring a Sales Representative, Small Business Services. Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and career advancement are some of the ways. Do you want to join a F…
Skills: Cold Calling, Lead Generation, Relationship Management, Sales Strategy, Time Management
Charlotte, North Carolina, United States · Remote OK
$53k–$85k/yr
The Workers’ Compensation Claims Specialist manages within company best practices lower-level, non-complex and non-problematic workers’ compensation claims within delegated limited authority to best possible …
Skills: Written Communication, Verbal Communication, Problem Solving, Microsoft Office, Excel
Charlotte, North Carolina, United States · On-site
Location: Charlotte, NC About Total Administrative Services Corporation: As the nation’s largest, privately held third party benefits administrator TASC has a mission To Improve the health, wealth and well-being of…
Skills: Outside Sales, Relationship Selling, CRM Management, Conflict Resolution, Territory Development
Charlotte, North Carolina, United States · On-site
$19/hr–$36/hr
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation fi…
Skills: Mortgage Funding, Closing Documentation Review, Encompass, Wire Transfers, Loan Disbursement
Charlotte, North Carolina, United States · On-site
At Smith Debnam, our philosophy is simple - to provide the best possible value to our clients. We firmly believe that the key to delivering such a value is equally simple - the people who make it happen. Our professional…
Skills: Debt Collection, Negotiation, Customer Service, Skip Tracing, Case Management
Charlotte, North Carolina, United States · Hybrid
$115k–$170k/yr
This role requires a hybrid schedule and will be based in our South Charlotte, NC Headquarters (Tuesday through Thursday) and work fully remotely on Mondays and Fridays each week. For the Sage Home Loans website click he…
Skills: Financial Planning & Analysis, Financial Modeling, Budgeting, Forecasting, Mortgage Banking Economics
Charlotte, North Carolina, United States · Hybrid
$81k–$99k/yr
Company Description About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by…
Skills: AI-Enabled Consulting, Business Analysis, Financial Services Knowledge, Prompt Engineering, Strategic Problem Solving
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The Private Wealth Advisor is responsible for identifying, closing, and deepening relationships with High and Ultra High Net Worth clients. They provide holistic advice on investments, estate planning, and banking while coordinating a team of specialists to meet client objectives.
Requires a bachelor's degree or equivalent experience and at least eight years of experience with high net worth clients. Candidates must be able to obtain NMLS registration and preferably hold a CFA or CFP designation.
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary administration. In addition, PWM has specialized capabilities in business-sale advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships. The PWA is responsible for growth through internal and external sales and development of new client relationships within PWM. A team of specialists support these efforts by providing deeper knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private Wealth Management's strategic partners in the region.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
Base pay for this role usually falls within $140,000 to $175,000. Additional considerations regarding base pay levels are based on candidate qualifications. Your compensation expectations will be discussed with a U.S. Bank recruiter if you are contacted to discuss the role further.
Basic Qualifications
- Bachelor's degree, or equivalent work experience
- Eight or more years of experience interacting with High and Ultra High Net Worth clients
Preferred Skills/Experience
- Requires established network with strong relationship management, networking, and business development skills
- Demonstrated success in specific client segments or verticals with developed strategic partnerships
- Experience profiling clients and formulating customized strategies to address their needs
- Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists
- Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication
- A passion for problem-solving and acting as a strategic advisor
- Ability to make critical decisions independently and act as a business owner
- Professional designation such as CFA or CFP is preferred
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $134,280.00 - 164,120.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
At U.S. Bank, we help millions of clients achieve their goals with a balance of best-in-class technology and human expertise tailored to individual needs. As the fifth-largest commercial bank in the United States, we’ve built a reputation for strength and stability across a diversified mix of businesses, including commercial and institutional banking, business banking, payments, wealth management and consumer banking. We’ve been named one of the World’s Most Ethical Companies® by the Ethisphere Institute and the most admired superregional bank by Fortune. In addition to thousands of branches serving consumers, U.S. Bank offers a complete suite of products, services and strategic partnerships for business. Within our Wealth, Corporate, Commercial and Institutional Banking division, we serve more than half a million clients across the country and around the world, ranging from wealthy individuals and families to the largest corporations, including 90% of Fortune 1000 companies. We’re also consistently recognized as a great place to work. We’re shaping our company culture with intention, focused on creating a workplace where it’s safe to speak up, share ideas and try new things. We’re proud to be recognized as a “Best for Vets” employer by the Military Times and included on Fair360’s (formerly DiversityInc.) list of Top 50 Companies for Diversity. U.S. Bank, NA. Member FDIC. Equal Housing Lender.
Offices: 800 Nicollet Mall, Minneapolis, MN 55402, US · 425 Walnut St, Cincinnati, OH 45202, US
Based on 584 listings with disclosed salaries, most finance & accounting jobs in Charlotte, NC pay between $45k–$170k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 1,565 open finance & accounting positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, U.S. Bank, among others. Browse the listings above to see every active employer.
Yes — 725 of the 1565 open finance & accounting positions offer remote or hybrid work (99 remote, 626 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
