Top 131 Financial advisor Jobs in Cornelius, Nc

Investment Consultant - Huntersville, NC
Fidelity Investments —Huntersville, NC
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
Financial Advisor - Charlotte / Ballantyne, NC
Thrivent —Charlotte, NC
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Virtual Financial Advisor - Charlotte
Thrivent —Charlotte, NC
- $21.64 - $24.04 an hour
- Full-time
- Background check
- Bachelor's degree
- Military encouraged
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - AI Trainer
DataAnnotation —Charlotte, NC
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Financial Representative - SOUTH PARK
Northwestern Mutual —Charlotte, NC
- $50,000 - $250,000 a year
- Full-time
- Military
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
9d
Individual Financial Consultant
TIAA —Charlotte, NC
- Online Application
- No experience needed
- Business development
- Organizational skills
Administrative Assistant to Medicare Specialist and Financial Advisor
RPH Consulting —Cornelius, NC
- $22 an hour
- Part-time
- Hybrid work
- Office
- Communication skills
- Entry level
- Flexible schedule
Quick Apply
7d
Financial Advisor
First Command Financial Services, Inc. —Charlotte, NC
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Entry Level – Financial Advisor
Equitable Advisors —Charlotte, NC
- Office
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain Island
JPMorganChase —Charlotte, NC
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
8d
Financial Advisor - Charlotte, NC
TD Bank —Charlotte, NC
- $72,280 - $108,160 a year
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
6d
Financial Advisor - Charlotte, NC
TowneBank —Charlotte, NC
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
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
Investment Consultant - South Charlotte, NC
Charles Schwab —Charlotte, NC
- $27.40 - $39.28 an hour
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
7d
Financial Planner
Vintage Wealth Management Group —Charlotte, NC
- Email
- 7 years
- Bachelor of Science
- Office
Senior Wealth Advisor
Beacon Pointe Advisors LLC —Charlotte, NC
- $125,000 - $175,000 a year
- 5 years
- Finance
- Bachelor's degree
Senior Financial Planner
Assetmark —Charlotte, NC
- $150,000 - $180,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- 7 years
- Microsoft Outlook
- Health savings account
- Health insurance
Financial Representative
Northwestern Mutual —Huntersville, NC
- $50,000 - $250,000 a year
- Full-time
- Background check
- Military
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
9d
Investment Advisor
Vintage Wealth Management Group —Charlotte, NC
- Email
- 7 years
- Bachelor of Science
- Finance
Family Office Analyst
Brown Brothers Harriman —Charlotte, NC
- Full-time
- Mid-level
- Office
- Microsoft Office

I want to receive the latest job alert for financial advisor in cornelius, nc

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor jobs near cornelius, nc

Investment Consultant - Huntersville, NC

Fidelity Investments -
Huntersville, NC

Apply Now

Job Details

Full-time

Qualifications

Customer communication
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Working in our Investor Center, you will develop customized financial plans utilizing a wide range of products, services, and Fidelity’s planning tools. Your good judgment and keen product knowledge will guide you. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are in their best interest. By skillfully working with Fidelity’s planning and guidance resources, you will present and implement solutions that suit the client’s needs. This will develop a lasting impact on their financial future.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Leverage Fidelity’s guidance tools to facilitate financial planning discussions and recommend solutions that best align with client needs
Use technology to prepare for and conduct efficient one-on-one appointments, maximizing client time and enabling effective follow-up planning
Grow relationships through proactive outreach, seeking to understand clients’ goals and objectives and referring them to wealth management partners based on needs and financial complexity
A degree, equivalent experience, or other professional certifications are beneficial (our tuition reimbursement program can help obtain a CFP, degree, or equivalent credential)
Comprehensive understanding of various investment solutions and can educate customers on the values and differences of each
Interpersonal skills and ability to grow relationships are exemplary
Will take initiative and exceed expectations
Outstanding communication and consultative skills, and thrives in a fast-paced work environment

The Team

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are built to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to support you in all aspects of your business. You will not fail due to a lack of training or onboarding. You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

financial advisor jobs in cornelius, nc

Investment Consultant - Huntersville, NC

Financial Advisor - Charlotte / Ballantyne, NC

Virtual Financial Advisor - Charlotte

Financial Advisor - AI Trainer

Financial Representative - SOUTH PARK

Individual Financial Consultant

Administrative Assistant to Medicare Specialist and Financial Advisor

Financial Advisor

Entry Level – Financial Advisor

J.P. Morgan Wealth Management - Private Client Advisor - Charlotte / Mountain Island

Financial Advisor - Charlotte, NC

Financial Advisor - Charlotte, NC

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

Investment Consultant - South Charlotte, NC

Financial Planner

Senior Wealth Advisor

Senior Financial Planner

Financial Representative

Investment Advisor

Family Office Analyst

I want to receive the latest job alert for financial advisor in cornelius, nc

Related Searches

Explore jobs in more locations

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Expertise and Skills You Bring

The Team

Certifications:

Category:

Job Seeker Tools

Employer Tools

Browse

Stay Connected