Financial Advisor Jobs in Charlotte, NC (304)
Service Advisor
Excel Truck Group
Charlotte, NC
401(k)
PTO
Dental Insurance
$50k - $75k / year
Vice President of CPA Channel Marketing
Choreo
Charlotte, North Carolina
Dental Insurance
Vision Insurance
Parental Leave
$160k - $170k / year
Private Equity Vice President
Selby Jennings
Charlotte, North Carolina
Dental Insurance
VPII, Advisor Experience Technology - Rapid Response Team
LPL Financial
Fort Mill, SC
New
401(k)
Health Insurance
$186.5k - $310.9k / year
SVP, Tech and Ops Consulting
LPL Financial
Fort Mill, SC
New
401(k)
Health Insurance
$180.9k - $301.5k / year
Head of Data Strategy, Engineering & Analytics
LPL Financial Holdings
Fort Mill, SC
New
401(k)
Health Insurance
$232.6k - $387.6k / year
Financial Services Risk and Compliance Consulting Senior Manager
NTT DATA
Charlotte, NC
New
401(k)
Dental Insurance
Vision Insurance
$180k - $225k / year
Scrum Master II
LPL Financial Holdings
Fort Mill, SC
New
401(k)
Health Insurance
$96.2k - $160.3k / year
Regional Vice President, Retirement Plan Sales
Trinitypension
Charlotte, NC
New
Investment Counselor (Financial Advisor Alternative)
Fisher Investments
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
$10k / month
CFP Wealth Advisor For Strong Lead Generation Program - Nationwide - Remote
Analog Capital Partners
🌎 Remote
New
Remote
Service Advisor
The Auto Club Group
Charlotte, NC
New
401(k)
Dental Insurance
Vision Insurance
$1,000 / week
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Charlotte, NC
New
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
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
Oracle Cloud Financial Consultant
Accenture
Charlotte, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Financial Counselor (Access Mgmt)
CaroMont Health
Gastonia, NC
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
Client Service Manager
Ascensus
Charlotte, NC
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Charlotte, NC
Diversity Leader
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$88.6k - $170.9k / year
Insurance Transformation, Guidewire Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$125k - $208.3k / year
Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$125k - $208.3k / year
Consultant, Operations and Technology Transformation, Guidewire Application Developer
Deloitte
Charlotte, NC
Diversity Leader
$93.2k - $155.4k / year
Tax Manager - Business Tax Services - Tax Exempt
Deloitte
Charlotte, NC
Diversity Leader
Health Insurance
$85k - $193.4k / year
Sr. Relationship Manager - Global Commercial Bank - Middle Market
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Financial Advisor III - Supply Chain
Baylor Scott & White Health
🌎 Remote
Remote
Diversity Leader
PTO
Education
Service Advisor
Excel Truck Group
Charlotte, NC
401(k)
PTO
Dental Insurance
$50k - $75k / year
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 304 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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