Top 160 Financial consultant Jobs in Charlotte Nc

PT Instructor, Certified Financial Planner - CFP
Central Piedmont Community College —Charlotte, NC
- Part-time
- Classroom
- Mid-level
- Office
- Free parking
- Paid parental leave
Investment Consultant - Huntersville, NC
Fidelity Investments —Huntersville, NC
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Individual Financial Consultant
TIAA —Charlotte, NC
- Online Application
- No experience needed
- Business development
- Organizational skills
WM Client Relationship Consultant
TIAA —Charlotte, NC
- $62,500 - $87,500 a year
- Online Application
- Mid-level
- Office
- Business development
Planning Consultant - Charlotte, NC
Fidelity Investments —Charlotte, NC
- Full-time
- Mid-level
- Office
- Mentoring
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
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
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
Sr Manager, Wealth Management Academy
Charles Schwab —Charlotte, NC
- $120,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Mentoring
- Paid parental leave
- Employee stock purchase plan
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
Integrated Solutions Director
TIAA —Charlotte, NC
- $128,000 - $175,000 a year
- Online Application
- 5 years
- Office
- Project management
Associate Wealth Advisor
Coastal Bridge Advisors —Charlotte, NC
- $75,000 - $95,000 a year
- Full-time
- Research
- Mid-level
- Office
Quick Apply
3d
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Charlotte, NC
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Financial Consultant
Gallagher Benefit Services —Charlotte, NC
- Full-time
- Writing skills
- Mid-level
- Windows
Registered Financial Services Representative - Charlotte, NC
Pacific Life Insurance Company —Charlotte, NC
- $30 - $35 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid parental leave
- Paid holidays
Quick Apply
WM Affluent Banker - Charlotte, NC
U.S. Bank National Association —Charlotte, NC
- $75,820 - $98,120 a year
- Writing skills
- Mid-level
- 3 years
- Paid holidays
- Disability insurance
Ally Invest - Trading and Client Service Representative - Series 7 & 63
Ally Financial —Charlotte, NC
- $62,000 - $75,000 a year
- 8 hour shift
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Windows
- Paid parental leave
- Health savings account

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financial consultant jobs near charlotte nc

PT Instructor, Certified Financial Planner - CFP

Central Piedmont Community College -
Charlotte, NC

Apply Now

Job Details

Part-time | Full-time

Benefits

Free parking
Paid parental leave
Parental leave
Employee discount

Qualifications

CFP
Bachelor's degree

Full Job Description

General Function

Central Piedmont Community College is a comprehensive institution which places primary emphasis on excellence in classroom instruction. Faculty members are expected to demonstrate and maintain competence in each of the following areas throughout their employment at the college.

Duties and Responsibilities

I. Mastery of Subject Matter

Demonstrate a thorough and accurate knowledge of their field or discipline.
Display an ability to interpret and evaluate the theories of their field or discipline.
Connect their subject matter with related fields.
Stay current in their subject matter through professional development, involvement in professional organizations, and attending professional meetings, conferences, or workshops.
Learn and use technology to enhance teaching and the educational experience when appropriate.

II. Teaching Performance

Teach a course load appropriate to their field or discipline.
Plan and organize instruction in ways that maximize documented student learning.
Employ appropriate teaching and learning strategies to communicate subject matter to students.
Modify, where appropriate, instructional methods and strategies to meet diverse student needs.
Employ available instructional technology, i.e. the internet, telecourses, interactive technology, when appropriate.
Encourage the development of communication skills and higher order thinking skills through appropriate assignments.
Contribute to the selection and development of instructional materials in accordance with course objectives.
Incorporate core competencies into curriculum.
Develop, update, and post course syllabi in a timely manner.

III. Evaluation of Student Learning

Establish meaningful learning student learning outcomes for courses/programs.
Develop and explain methods that fairly measure student progress toward student learning outcomes.
Evaluate student performance fairly and consistently and return student work promptly to promote maximum learning.
Maintain accurate records of student progress and submit final grade rosters to division administrator each semester according to established deadlines.
Demonstrate sensitivity to student needs and circumstances.

IV. Support of College Policies and Procedures

Teach classes as assigned in a multi-campus environment.
Teach credit or non-credit courses within field or discipline as needed.
Post and maintain regular office hours to ensure accessibility to colleagues and to students for advisement and consultation.
Serve as faculty advisor within the current college advisement system.
Prepare, distribute, and submit syllabi and approved course outlines for all assigned sections in accordance with program and divisional policies.
Maintain confidentiality of student information.
Substitute for other instructors within field or discipline in case of an absence.
Exercise stewardship of college facilities and materials.
Record and provide attendance data in accordance with College Policies and Procedures

V. Participation in College, Division, and Program Activities

Serves on college, divisional, and program committees as assigned.
Participate in meeting and events required by the college, division, and program administrators.
Respond in a timely fashion to information requests from college, division, and program administrators.
Support both part-time and full-time colleagues.
Contribute to program and division curriculum development processes.
Participate in graduation ceremonies
Demonstrated strong interpersonal skills in communication with students, colleagues, staff and administrators as an individual or as a part of a team.

VI. Contribution to Growth and Enhancement of College Mission and Programs

Maintain familiarity with college goals, mission, and long-range plans.
Contribute to planning and development processes through appropriate mechanisms and channels.
Participate in professional activities that contribute to the educational goals on the college and its constituents.
Perform professional responsibilities in accordance with pertinent goals, missions, and plans of the college, division, and programs.
Participate in the marketing, recruitment, and retention of students, faculty and staff.

Minimum Requirements and Preferred Qualifications

Bachelor’s degree and the completion of the Certified Financial Planner Delegation (CFP)

Successful candidates must have extensive knowledge and experience in at least one of the CFP areas:

Income tax planning
Investment planning
Insurance planning
Retirement planning
Estate Planning
Fundamentals of financial planning

Additional Information

Work Schedule Tuesday - Thursday and evenings
Hours per week: 6 - 9 hours

Apply Now

Refine Your Search

financial consultant jobs in charlotte nc

PT Instructor, Certified Financial Planner - CFP

Investment Consultant - Huntersville, NC

Individual Financial Consultant

WM Client Relationship Consultant

Planning Consultant - Charlotte, NC

Financial Representative

Financial Advisor - Matthews, NC

Client Outreach/Retention Consultant

Senior Financial Representative

Lead Advisor - New Market - Charlotte, NC

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

Sr Manager, Wealth Management Academy

PWM Private Wealth Advisor

Integrated Solutions Director

Associate Wealth Advisor

Senior Wealth Advisor

Financial Consultant

Registered Financial Services Representative - Charlotte, NC

WM Affluent Banker - Charlotte, NC

Ally Invest - Trading and Client Service Representative - Series 7 & 63

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

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