Financial Advisor Jobs in Charlotte, NC (512)
Financial Advisor - Paid Training Provided
Edward Jones
Lake Wylie, SC
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Financial Advisory JOB Training Program
Year Up United
Charlotte, NC
$525 / week
Senior Vice President, Head of Product Engineering
Assetmark
Charlotte, North Carolina
401(k)
Dental Insurance
Vision Insurance
$300k - $350k / year
Senior Director - Investments
Compound
Charlotte, North Carolina
$125k - $160k / year
Relationship Partner
Rockefeller Capital Management
Charlotte, North Carolina
$15 / hour
Tax Director | Private Client
Forvis Mazars US
Charlotte, North Carolina
Senior Director Business Risk Advisory
First Citizens
Charlotte, North Carolina
Hybrid
Regional Director, Independent Advisors (Remote/In-Territory Eligible) - NY Metro
Dimensional Fund Advisors
🌎 Remote
New
Remote
Regional Director, Business Development (NC, Charlotte)
NewEdge Wealth
Charlotte, North Carolina
Hospitality
Transition Support Partner
Lpl Financial
Fort Mill, South Carolina
Hourly
Hospitality
$29.80 - $49.67 / hour
Vice President, Strategy and Product
Lpl Financial
Fort Mill, South Carolina
401(k)
Health Insurance
$136.7k - $227.9k / year
Real Estate Agent / Associate (Capital Markets)
Greysteel
Charlotte, North Carolina
Entry-Level
Analyst, Annuity Transformation
Lpl Financial
Fort Mill, South Carolina
Hourly
401(k)
Health Insurance
$26.25 - $43.75 / hour
Records Management Analyst
Bank of America
Charlotte, North Carolina
Diversity Leader
Eco-Friendly
Senior Financial Service Advisor
Running Point Capital Advisors
🌎 Remote
Remote
Hybrid
Registered Client Service Associate (Charlotte, NC)
Raymond James
Charlotte, NC
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Charlotte, NC
Diversity Leader
$69.6k - $105k / year
Merrill Financial Solutions Advisor - Charlotte & Associates Market
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Financial Solutions Advisor - Consumer Investments - Charlotte, NC
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Wealth Advisor
First National Bank of Pennsylvania
Charlotte, NC
New
Senior Financial Consultant
Vanguard
Charlotte, NC
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$63.4k - $144.3k / year
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Charlotte, NC
Diversity Leader
$119.5k - $272.1k / year
Registered Wealth Management Client Associate
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Senior Financial Benefits Consultant
Gallagher Benefit Services
Charlotte, NC
Health Insurance
Dental Insurance
Vision Insurance
Flexible Schedule
Parental Leave
Oracle Cloud Financial Consultant
Accenture
Charlotte, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
Financial Counselor (Access Mgmt)
CaroMont Health
Gastonia, NC
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Senior Vice President, Head of Product
AssetMark
Charlotte, NC
401(k)
Dental Insurance
Vision Insurance
$300k - $350k / year
Summer Analyst - Southeast Hub
Rockefeller Financial
Charlotte, NC
New
Hourly
$13 / hour
VP, Head of AML Compliance & Surveillance Technology
LPL Financial Holdings
Fort Mill, SC
New
401(k)
Health Insurance
$155.3k - $258.8k / year
Private Client Advisor- Executive Coverage
Bank of America
Charlotte, NC
New
Diversity Leader
Eco-Friendly
Financial Advisory JOB Training Program
Year Up United
Charlotte, NC
$525 / week
Financial Advisor Salary in Charlotte
Financial Advisors working in Charlotte, NC make an average annual salary of $69K and a maximum annual salary of around $148K.
Job Description
Working as a Financial Advisor in Charlotte, NC
There are 512 Financial Advisor opportunities available in Charlotte, NC all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
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Financial Advisor jobs near Charlotte, NC
Financial Advisors in Charlotte, NC Resume Data
Average Experience for Financial Advisors in Charlotte, NC
- More than 10 years: 60%
- 6-10 years: 27%
- 3-5 years: 10%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Charlotte, NC
- Bachelors: 62%
- Masters: 16%
- Diploma: 12%
- Associates: 9%
- Doctorate: 2%
Top Skill for Financial Advisors in Charlotte, NC
- Sales skills: 18%
- Customer focus & orientation: 16%
- Attention to detail: 13%
- Customer service: 11%
- Spreadsheets with Microsoft Excel: 8%
- Work style: Reliability: 8%
- Written communication: 8%
- Management & leadership skills: Impact & influence: 7%
- Scheduling: 7%
- Analyzing data: 6%
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