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Financial Advisor in Charlotte
Thrivent Financial for Lutherans
Virtual Financial Advisor - Charlotte
Virtual client meetingsConsultative salesRelationship building$21.64-$24.04 ph
Thrivent Financial for Lutherans looks for a Virtual Financial Advisor - Charlotte
Charlotte, North Carolina, USFully remoteFull timeJob Match ScoreCreate Profile
13 days agoBank of America
Financial Solutions Advisor - Charlotte, Nc
Series 7 and series 66 licensesOne year investments industry experienceClient relationship management skillsThe role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products and banking solutions
Charlotte, NC, USFull timeExperience requiredJob Match ScoreCreate Profile16 days agoNavy Federal Credit Union
Financial Advisor - Matthews, Nc
Financial consultingInvestment productsClient relationships$55,000-$75,000 py
Provide financial consulting services to members and non-members to help them achieve their financial goals
Matthews, NC, USHybridJob Match ScoreCreate Profile17 days agoThrivent Financial for Lutherans
Financial Advisor - Charlotte / Ballantyne, Nc
Self-disciplined and independent driven to succeedStrong interpersonal skills for client guidanceAbility to build genuine long-term client relationshipsUnlimited earning potential
The role involves providing expert financial advice with heart to help clients build, grow, and protect their financial well-being through purpose-based advice
Charlotte, NC, USFull timeJob Match ScoreCreate Profile21 days agoMerrill Wealth Management
Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market
Series 7 & 66 licenses requiredProspecting and networking skillsClient relationship buildingCompensation tied to performance
The role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net worth individuals
Charlotte, North Carolina, USFull time+1y experienceJob Match ScoreCreate Profile28 days agoBank of America
Financial Solutions Advisor - Charlotte, Nc
Series 7 and series 66 licenses requiredOne year investments industry experienceBuilding financial plans for clients~$56,250 – $80,000 py
WORKOPIA ESTIMATEThe role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals
Charlotte, NC, USFull timeExperience requiredJob Match ScoreCreate Profile28 days agoBank of America
National Financial Solutions Advisor I (charlotte, Nc) (series 7 Required)
Series 7 license requiredSeries 66 or equivalent within 90 daysContact center sales environmentThe role involves providing comprehensive financial advice on investment, banking, and lending solutions to clients via a contact center environment
Charlotte, NC, USFull time+2y experienceJob Match ScoreCreate Profile28 days agoBank of America
Financial Solutions Advisor - East Charlotte
Series 7 and series 66 licenses requiredOne year investments industry experienceClient financial goal planning~$56,250 – $80,000 py
WORKOPIA ESTIMATEThis role provides comprehensive advice and customized solutions to help clients achieve their financial goals through Bank of America
Charlotte, North Carolina, USFull timeExperience requiredJob Match ScoreCreate Profile28 days agoBank of America
Life Services Financial Solutions Advisor (series 7 Required) - Charlotte, Nc
Series 7 license requiredSeries 66 or equivalent within 90 days1-2 years financial advisory experienceThe role focuses on guiding beneficiaries through informed financial decisions regarding inherited assets
Charlotte, NC, USFull time+2y experienceJob Match ScoreCreate Profile28 days agoPNC
Virtual Premier Banker - Pnc Wealth Management
Mass affluent client acquisition strategiesVirtual client appointment managementNeeds-based consultative selling skillsComprehensive benefits including medical, dental, ...
The role focuses on driving mass affluent client acquisition, outreach, and retention to generate revenue and deepen share of wallet
Charlotte, NC, USFull time+2y experienceJob Match ScoreCreate Profile29 days agoBank of America Merrill Lynch
Financial Solutions Advisor - Charlotte, Nc
Series 7 and series 66 licenses requiredOne year investments industry experienceClient financial planning and goal settingThe role focuses on providing comprehensive advice and customized solutions to help clients achieve their financial goals through the power of connection
Charlotte, NC, USFull timeExperience requiredJob Match ScoreCreate Profile29 days ago563
Commercial Equipment Finance Rep Iv - North Carolina
7+ years finance/leasing experienceCommercial equipment leasing expertiseFasb 13 and financial analysis knowledgeIncentive-based compensation combined with base sa...
This role involves soliciting and managing complex credit relations for commercial equipment leasing within a defined territory
Charlotte, North Carolina, USFull time+7y experienceJob Match ScoreCreate Profile30 days agoBank of America
Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market
Series 7 and series 66 licenses requiredOne year financial services experienceProspecting and client relationship buildingCompensation tied to performance
The Merrill Advisor Development Program is designed for individuals seeking a career transition into becoming a Financial Advisor within a leading wealth management firm
Charlotte, North Carolina, USFull timeExperience requiredJob Match ScoreCreate Profile31 days agoBank of America Merrill Lynch
Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market
Series 7 and series 66 licenses requiredOne year financial services experienceInvestment product knowledgeThe role involves developing a book of business by identifying needs and delivering comprehensive recommendations to high-net worth individuals
Charlotte, NC, USFull timeExperience requiredJob Match ScoreCreate Profile31 days agoPNC Bank
Virtual Premier Banker - Pnc Wealth Management
Mass affluent client acquisition strategiesVirtual client appointment managementNeeds-based consultative sales skillsComprehensive benefits pyckage including medical, ...
The role focuses on developing strategies to drive mass affluent client acquisition and retention while deepening share of wallet
Charlotte, NC, USFull time+2y experienceJob Match ScoreCreate Profile31 days agoBank of America Merrill Lynch
National Financial Solutions Advisor I (charlotte, Nc) (series 7 Required)
Series 7 license requiredSeries 66 or equivalent within 90 daysSales role comfort levelThe role involves providing comprehensive financial advice on investment, banking, and lending solutions to clients via a contact center environment
Charlotte, NC, USFull time+2y experienceJob Match ScoreCreate Profile32 days agoBank of America Merrill Lynch
Life Services Financial Solutions Advisor (series 7 Required) - Charlotte, Nc
Series 7 license requiredSeries 66 or equivalent within 90 days1-2+ years financial advisory experienceThe role focuses on guiding beneficiaries through informed financial decisions when inheriting assets via a phone-based platform
Charlotte, NC, USFull time+2y experienceJob Match ScoreCreate Profile32 days agoBank of America
Financial Solutions Advisor - Charlotte, Nc
Series 7 and 66 licenses requiredOne year investments industry experienceClient financial goal planning~$56,250 – $80,000 py
WORKOPIA ESTIMATEThe role involves providing comprehensive advice and customized solutions to help clients achieve their financial goals through brokerage products
Charlotte, NC, USFull timeExperience requiredJob Match ScoreCreate Profile32 days agoBank of America
Life Services Financial Solutions Advisor (series 7 Required) - Charlotte, Nc
Series 7 license requiredSeries 66 or equivalent within 90 days1-2+ years financial advisory experienceThe Life Services team guides beneficiaries through making informed financial decisions when inheriting assets
Charlotte, NC, USFull time+2y experienceJob Match ScoreCreate Profile32 days agoTIAA
Internal Advisor Consultant
2+ years securities sales experienceSeries 7 and series 66 licensesOutbound call and email communication$60,000pyr - $90,000pyr
The Internal Advisor Consultant proactively builds business partnerships with advisors to drive sales and convert prospects to clients
Charlotte, NC, USFull time+2y experienceJob Match ScoreCreate Profile53 days agoEquitable Holdings
Financial Professional - Retirement Benefits Group - Charlotte, Nc (5087)
Retirement benefits expertiseFinancial planning skillsClient relationship managementThis role focuses on providing retirement benefits solutions within the Financial Professional - Retirement Benefits Group
Charlotte, NC, USOn-siteExperience requiredJob Match ScoreCreate Profile54 days agoEquitable Holdings
Financial Professional - Nc, Charlotte (5118)
Strong sales and networking skillsAbility to build client relationshipsSelf-motivated entrepreneurial mindsetThis role involves providing comprehensive financial solutions to clients in the Charlotte, NC area
Charlotte, North Carolina, USOn-siteExperience requiredJob Match ScoreCreate Profile54 days agoEquitable Holdings
Entry Level – Financial Advisor - Nc, Charlotte (3623)
Entry level positionFinancial planning skillsClient relationship managementEquitable Holdings looks for a experience required entry level – financial advisor - nc with Charlotte (3623)
Charlotte, NC, USOn-siteExperience requiredJob Match ScoreCreate Profile54 days agoChartwell Investment Partners
Financial Advisor Trainee - Pcg (charlotte, Nc)
Prospecting and networking for new clientsBuilding individual financial practiceManaging full scope of client relationshipsThe Advisor Mastery Program offers comprehensive education combining technical and sales skills to position new Advisors for success
Charlotte, NC, USFull time+3y experienceJob Match ScoreCreate Profile66 days agoWillenborg Wealth Management
Financial Advisor Trainee - Pcg (charlotte, Nc)
Prospecting and networking for new clientsInvestment product recommendation and analysisClient financial needs assessment and planningThe Advisor Mastery Program offers comprehensive training combining technical and sales skills to position new advisors for success
Charlotte, NC, USFull time+3y experienceJob Match ScoreCreate Profile67 days ago
WORKOPIA ESTIMATE is shown when an employer doesn't disclose pay. It's the typical range (25th–75th percentile) of disclosed salaries for the same role in the same city, adjusted for seniority and refreshed daily — an estimate, not the employer's figure.
