6 strategic advisor jobs at 5 companies in Monroe, NC
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Strategic Risk Advisor, Senior Specialist
Charlotte or Malvern
HybridFull Time
Vanguard: Provides mutual funds, ETFs, and investment management services.
10+ YOERequires 10+ years of related experience, an undergraduate degree or equivalent training and experience, strategic thinking, and strong influencing and persuasion skills. Graduate degree preferred.
Vanguard: Global investment management firm owned by its client funds.
10+ YOE10+ years of related experience, an undergraduate degree or equivalent training and experience, strategic and conceptual thinking, and strong ability to influence and persuade across organizational levels.
Louis VuittonEuronext Paris: MC: Global luxury goods conglomerate operating over 75 prestigious brands.
3+ YOEMinimum 3 years of experience preferred, ideally in high-end retail or customer-centric environments; requires strategic sales mindset, strong communication, relationship-building, and product-learning skills.
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
15+ YOEBachelor's degree in finance, accounting, or related field; 15+ years of financial services experience; 10+ years with ultra-high-net-worth clients; MBA, JD, CFP, CFA, or CPA; leadership and strategic management skills.
Wealth Advisory Regional Director (Orlando or Tampa)
Tampa or Orlando or Charlotte
$197k-$303k/yrFieldFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
10+ YOE10+ years in financial services or wealth advisory, experience leading advisors with AUM accountability, Bachelor’s degree required, Series 7/24/65 required (or equivalents), CFP preferred, frequent regional travel, strong coaching and strategic growth skills.