Top 142 Financial advisor Jobs in Rock Hill Sc

Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Charlotte, NC
- $140,000 - $190,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
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
Prudential Advisors —Charlotte, NC
- $92,908.47 - $300,000.00 a year
- Full-time
- Hybrid work
- Mid-level
- Financial services
- Health insurance
- Dental insurance
Quick Apply
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
6d
Registered Private Wealth Client Associate
Bank of America —Charlotte, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Financial Analyst Senior
Atrium Health —Charlotte, NC
- $41.10 - $61.65 an hour
- Full-time
- Remote
- CPA
- 5 years
- Research
- Paid parental leave
- Disability insurance
PT Instructor, Certified Financial Planner - CFP
Central Piedmont Community College —Charlotte, NC
- Part-time
- Classroom
- Mid-level
- Office
- Free parking
- Paid parental leave
12d
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
4d
Individual Financial Consultant
TIAA —Charlotte, NC
- Online Application
- No experience needed
- Business development
- Organizational skills
Client Support Specialist - Greater Charlotte, NC Area (REMOTE)
Fidelity Investments —Charlotte, NC
- Full-time
- Mid-level
- Residential
- Business development
- Paid training
- Work from home
Client Manager
U.S. Bank National Association —Charlotte, NC
- $111,605 - $144,430 a year
- Full-time
- Office
- 8 years
- Business development
- Paid holidays
- Disability insurance
Financial Advisor - Charlotte, NC
TowneBank —Charlotte, NC
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Senior Trustee Consultant
Private Trust Company —Fort Mill, SC
- $68,083 - $113,403 a year
- Full-time
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Advisor Development Program - Charlotte, NC Financial Solutions Advisor Trainee: Financial Center - Charlotte, NC
Bank of America —Charlotte, NC
- Full-time
- Background check
- Office
- Bachelor's degree
Registered Wealth Management Client Associate
Bank of America —Charlotte, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
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
11d
Wealth Management Advisor, Charlotte, NC
U.S. Bank National Association —Charlotte, NC
- $65,000 - $80,200 a year
- Full-time
- Research
- Office
- Business development
- Paid holidays
- Disability insurance
6d
Financial Advisor - AI Trainer
DataAnnotation —Charlotte, NC
- $50 - $100 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
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 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

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Sr Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab -
Charlotte, NC

Apply Now

Job Details

$140,000 - $190,000 a year

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Tax planning
Customer relationship building
Coaching
Series 7
Schedule management
Bachelor's degree
Portfolio management advisory services
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Experience practicing in the securities industry

Full Job Description

Charlotte, NC

Requisition ID 2026-123326 Category Financial Planning Position type Regular Pay range USD $140,000.00 - $190,000.00 / Year Application deadline 2026-08-01

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most.

Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals.

This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

What you have

Required Qualifications

Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes.
Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience.
Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations.

Additional Requirements

CFP® designation or CFA® designation
Bachelor’s degree
Active FINRA Series 7 license
- May be obtained with a 120-day condition of employment
Active FINRA Series 66 license (or equivalent)
- May be obtained within the first 120 days

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

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Your opportunity

What you have

Required Qualifications

Additional Requirements

What’s in it for you

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment