Top 38 financial advisor Jobs in hickory nc

Associate Financial Advisor
Diamond Pointe Financial, Inc. —Hickory, NC
- $36,000 - $50,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Paid training
- Paid time off
Quick Apply
8d
Financial Advisor
United Bank —Lincolnton, NC
- Full-time
- Computer literacy
- Mid-level
- High school diploma or GED
Regional Vice President of Sales (Southeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Financial Advisor Recruiter
Sourced. —United States
- From $100,000 a year
- Full-time
- Remote
- Bachelor's degree
- Financial services
- Senior level
- Disability insurance
- Health insurance
Quick Apply
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Financial Planner (CFP®)
ACT Advisors —United States
- $80,000 - $95,000 a year
- Full-time
- Remote
- Background check
- 5 years
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Great Lakes)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (South Atlantic)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Lower Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Rust Belt)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Remote Financial Advisor
Tentek, Inc. —United States
- $100,000 - $500,000 a year
- Full-time
- Remote
- Mid-level
- US work authorization
- Communication skills
- Profit sharing
- Health insurance
Quick Apply
Regional Vice President of Sales (Pacific)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Regional Vice President of Sales (Upper Midwest)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Regional Vice President of Sales
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (North Central)
Fisher Investments —United States
- From $100,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Senior Wealth Advisor
Mariner Finance —United States
- Office
- Bachelor's degree
- Mentoring

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financial advisor jobs near hickory nc

Associate Financial Advisor

Diamond Pointe Financial, Inc.
Hickory, NC

Quick Apply

Job Details

Permanent | Full-time
$36,000 - $50,000 a year
8 days ago

Benefits

Paid training
Paid time off
Professional development assistance

Qualifications

Customer communication
Bachelor's degree
Client services
Organizational skills
Relationship management
Account management

Full Job Description

Associate Financial Advisor

Advisor Development Track

About the Opportunity

Diamond Pointe Financial is a boutique wealth management firm built on discipline, precision, and a refined, personalized client experience. We serve accomplished individuals and families who value clarity, consistency, and thoughtful financial strategy.

We are hiring an Associate Financial Advisor. This role is designed for individuals interested in building a long-term career in relationship management, business development, and financial strategy.

Position Overview

The first phase of development begins in the Client Ambassador role, where candidates learn the operational, service, communication, and relationship-management foundations of a boutique wealth management firm while preparing for long-term advisor growth.

This opportunity is designed for individuals who are motivated by growth, comfortable with accountability, and interested in eventually building and managing their own book of business within Diamond Pointe Financial.

Candidates who demonstrate professionalism, discipline, strong communication skills, and long-term potential may continue progressing through the firm’s internal advisor development track.

This includes:

Continued training and development
Client-facing growth opportunities
Individualized marketing support
Support in building a book of business
Exposure to financial planning, strategy, and client management

The selected candidate will be expected to pursue and obtain the following licenses and credentials over time:

Series 7
Series 66
North Carolina Life & Health Insurance License
Enrolled Agent (EA) designation through the IRS
Additional long-term development opportunities may include CFP® or CPA pathways.

Client Experience & Service

Serve as a primary point of contact for client service needs and ongoing communication
Deliver a polished, responsive, and professional client experience across all interactions
Manage scheduling, confirmations, and meeting logistics with attention to detail
Maintain a welcoming, organized, and high-standard office environment
Build familiarity with client preferences to support a consistent, refined experience

Operations & Account Support

Assist with client account servicing: onboarding, transfers, distributions, and account maintenance
Coordinate with custodians and internal systems to ensure timely, accurate processing of client requests
Maintain accurate and compliant CRM documentation of all client interactions
Execute workflows, task management, and follow-up processes with consistency
Ensure all activities align with firm procedures and regulatory requirements

Operational Coordination & Problem Solving

Serve as a liaison between clients, advisors, and custodial platforms
Proactively identify and resolve client service or operational issues
Manage multiple priorities in a fast-paced environment while maintaining precision and organization
Anticipate needs and address potential issues before they impact client experience

Marketing & Communication Support

Assist with social media organization, scheduling, and content execution across platforms
Monitor and respond to inbound messages, comments, and prospective client inquiries
Support audience engagement and digital communication efforts
Maintain a professional and consistent brand presence across all communication channels
Become comfortable participating in digital communication and social media initiatives over time

Ideal Candidate Profile

We are looking for someone who is:

Interested in sales, entrepreneurship, financial planning, and long-term growth
Comfortable working directly with clients in a professional setting
Interested in finance, financial planning, marketing, and tax strategy
Confident in communication and able to maintain a calm, polished presence
Organized, detail-oriented, and consistent in execution
Coachable, disciplined, and motivated to grow within a structured environment
Comfortable being featured in or supporting social media content

Qualifications

Bachelor’s degree preferred but not required
Candidates without a degree must have relevant experience in sales, client service, or financial services
Strong communication and organizational skills required
Ability to manage multiple responsibilities with attention to detail
Professional demeanor and appearance required
Comfortable working across CRM systems and digital platforms to manage client data, communication, and workflows
Strong organizational skills with the ability to prioritize and execute tasks efficiently
Ability to maintain accuracy and attention to detail across multiple responsibilities

Work Structure

Full-time salary position with bonus structure
Some hybrid flexibility is
available; consistent in-office presence is required
Professional dress and presentation expected

To Apply:
Please send your resume and a brief introduction to [email protected]

Pay: $36,000.00 - $50,000.00 per year

Benefits:

Paid time off
Paid training
Professional development assistance

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in hickory nc

Associate Financial Advisor

Financial Advisor

Regional Vice President of Sales (Southeast)

Regional Vice President of Sales (Northeast)

Financial Advisor Recruiter

Regional Vice President of Sales (Mid-Atlantic)

Financial Planner (CFP®)

Regional Vice President of Sales (Central Gulf)

Regional Vice President of Sales (Great Lakes)

Regional Vice President of Sales (South Atlantic)

Regional Vice President of Sales (Lower Midwest)

Regional Vice President of Sales (Rust Belt)

Remote Financial Advisor

Regional Vice President of Sales (Pacific)

Wealth Solutions Advisor

Regional Vice President of Sales (Upper Midwest)

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote

Regional Vice President of Sales

Regional Vice President of Sales (North Central)

Senior Wealth Advisor

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