3 senior private client advisor jobs found in Charlotte, NC

Company: Mercer Description: About Mercer Ireland: Mercer Ireland is a market leader with a proven track record of developing innovative propositions and delivering strong revenue growth. Our core offerings include Master Trust, Defined Contribution and Defined Benefit Pension Advisory Services, Outsourced Investment Solutions, Private Wealth, Employee Benefits and Reward & HR Advisory services. As we look to 2026 and beyond, these solutions will continue to drive our ambitious growth agenda, underpinned by trusted client relationships and disciplined sales leadership. What you can expect: We are seeking an exceptional Sales Leader to join our Commercial Team to drive accelerated and sustainable growth across Mercer Ireland’s advisory and solutions portfolio, including pension Advisory (defined benefit and defined contribution), master trust, private wealth, HR advisory and Mercer Marsh Benefits brokerage services. This senior leadership role is responsible for...

Description Associate Director will work directly with senior originators to help connect private businesses at all stages of their lifecycle to a full spectrum of tailored Capital Markets solutions, investment banking capabilities, transition advisory, and industry expertise.  Associate Director will train, manage, and monitor work product of Analysts and Associates and oversee the creation, maintenance, continued improvement, and production of high-quality templates to promote consistency of appearance and delivery across Capital Markets. They will work directly with senior originators to identify opportunity specific ideas, insights, industry comparable analysis, financial modeling, and ensuring all are summarized in concise, illustrative, and persuasive presentations and support all of Huntington’s regions and industry verticals while remaining committed to delivering holistic advice and bringing creative thought...

Company: Mercer Description: What can you expect: We are seeking a talented individual to join our Private Wealth Team at Mercer Ireland with the role based in either Cork or Dublin. The Private Wealth Team are part of the Wealth business in Mercer. They provide holistic financial planning to individuals and members of corporate organisations for fee and/or commission. The advice ranges from pension planning for retirement to recommending suitable life assurance to choosing the most suitable ARF, annuity, savings or investment arrangement for their funds. The Financial Planning Consultant role will involve providing detailed advice to individuals on their financial affairs and the role holder will utilise their technical knowledge to identify solutions for their portfolio of clients. It is an exciting role for a proactive financial planning consultant with lots of opportunity for progression and expansion of the role. We will count on you to: Advise...