Top 160 Financial consultant Jobs in Charlotte Nc

Financial Advisor - Charlotte
Florida Financial Advisors —Charlotte, NC
- $70,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Health insurance
- Opportunities for advancement
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Charlotte, NC
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
CNO Financial Advisor - Hybrid Remote (NC)
CNO Financial Group, Inc. —Charlotte, NC
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Services Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Charlotte, NC
- $63,129 - $140,572 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Office
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Trainee (NC)
Bankers Life —Charlotte, NC
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
PT Instructor, Certified Financial Planner - CFP
Central Piedmont Community College —Charlotte, NC
- Part-time
- Classroom
- Mid-level
- Office
- Free parking
- Paid parental leave
Planning Consultant - Charlotte, NC
Fidelity Investments —Charlotte, NC
- Full-time
- Mid-level
- Office
- Mentoring
Individual Financial Consultant
TIAA —Charlotte, NC
- Online Application
- No experience needed
- Business development
- Organizational skills
Investment Consultant - Huntersville, NC
Fidelity Investments —Huntersville, NC
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
WM Client Relationship Consultant
TIAA —Charlotte, NC
- $62,500 - $87,500 a year
- Online Application
- Mid-level
- Office
- Business development
Financial Representative
LPL Financial —Fort Mill, SC
- $67,500 - $112,500 a year
- Full-time
- Research
- Mid-level
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Financial Advisor - Matthews, NC
Navy Federal Credit Union —Matthews, NC
- $55,000 - $75,000 a year
- Online Application
- Word processing
- Office
- Finance
- Referral program
Client Outreach/Retention Consultant
TIAA —Charlotte, NC
- $71,800 - $77,000 a year
- Online Application
- Mid-level
- Business development
- Continuous improvement
PMO Advisory Consultant (to be the Lead in Charlotte NC) - Financial Institutions, Corporate Real Estate
Arcadis —Charlotte, NC
- $112,000 - $168,000 a year
- Hybrid work
- 11+ years
- Office
- Bachelor's degree
- Paid parental leave
- AD&D insurance
Senior Financial Representative
LPL Employee Services —Fort Mill, SC
- $90,000 - $150,000 a year
- Full-time
- Writing skills
- Data analysis skills
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Lead Advisor - New Market - Charlotte, NC
Brighton Jones —Charlotte, NC
- $150,000 - $350,000 a year
- Full-time
- CPA
- Public speaking
- Business development
- Profit sharing
- Paid parental leave
PWM Private Wealth Advisor
U.S. Bank National Association —Charlotte, NC
- $126,820 - $175,000 a year
- Full-time
- 8 years
- Business development
- Bachelor's degree
- Paid holidays
- Disability insurance
Associate Wealth Advisor
Coastal Bridge Advisors —Charlotte, NC
- $75,000 - $95,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
2d
Client Relationship Manager
Mutual of America Financial Group —Charlotte, NC
- $65,000 - $90,000 a year
- Hybrid work
- Writing skills
- Public speaking
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Trust Processor-2
TIAA —Charlotte, NC
- $28.70 - $40.19 an hour
- Online Application
- Research
- Mid-level
- Office
5d

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financial consultant jobs near charlotte nc

Financial Advisor - Charlotte

Florida Financial Advisors -
Charlotte, NC

Quick Apply

Job Details

Full-time
$70,000 - $100,000 a year

Benefits

Health insurance
Opportunities for advancement
Life insurance
Retirement plan

Qualifications

Training program
Creativity
Appointment scheduling
Experience practicing in the securities industry
Business
Associate's degree

Full Job Description

Tristate Financial Advisors (An FFA Company) provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide you with extensive training, resources, and the support you’ll need to be better than your best.

Being a Tristate financial advisor requires a contemporary way of thinking and doing. At TFA, we’ve completely reinvented the concept of financial advice to provide our clients with a whole new level of relaxation for their futures. Unlike most advisors, we go beyond the traditional focus of our clients’ personal and financial lives by considering a more important aspect of their financial picture: their profession.

On a daily basis, our advisors:

Identify and set appointments with potential clients
Meet with clients to assess their financial needs
Develop customized financial plans to address each of the clients desired goals
Maintain strong relationship with clients, helping them track their progress over time
Provide ongoing consultation and support

TFA is different from other firms for many reasons, but our "Google meets Wall Street" culture really sets us apart from the rest. Our fun, fast-paced, yet laid-back mentality has helped us become a fast-growing firm that specializes in the unique needs of working-class people with a sole focus of providing comprehensive financial planning and wealth management services to help them realize their dreams.

Some features of this position include:

One-on-one training from seasoned leaders in the local financial planning industry
A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
Uncapped earning potential – advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)

Job Requirements:

Associate’s degree in business or industry-related field
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
Must be a U.S. or Permanent Resident
Willing to work in office

Compensation will be given after completion of licenses and qualifications met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $70,000 with top earners making an excess of $100,000.

Visit our website at http://www.tristatefa.com

Job Type: Full-time

Benefits:

Health insurance
Life insurance
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

financial consultant jobs in charlotte nc

Financial Advisor - Charlotte

Financial Advisor - AI Trainer

CNO Financial Advisor - Hybrid Remote (NC)

Financial Services Professional

Wealth Management Trainee (NC)

PT Instructor, Certified Financial Planner - CFP

Planning Consultant - Charlotte, NC

Individual Financial Consultant

Investment Consultant - Huntersville, NC

WM Client Relationship Consultant

Financial Representative

Financial Advisor - Matthews, NC

Client Outreach/Retention Consultant

PMO Advisory Consultant (to be the Lead in Charlotte NC) - Financial Institutions, Corporate Real Estate

Senior Financial Representative

Lead Advisor - New Market - Charlotte, NC

PWM Private Wealth Advisor

Associate Wealth Advisor

Client Relationship Manager

Trust Processor-2

I want to receive the latest job alert for financial consultant in charlotte nc

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