10 associate financial advisor jobs at 4 companies in Charlotte, NC
6d
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Financial Advisor Associate
Charlotte, North Carolina, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in a relevant field or equivalent experience; strong communication, networking, organizational, presentation, and problem-solving skills; background check and assessments required.
6d
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Financial Advisor Associate
Charlotte, North Carolina, United States
$65k-$90k/yr OnsiteFull Time
Bachelor’s degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, presentation, organizational, networking, listening, and problem-solving skills; U.S. work authorization required.
6d
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Financial Advisor Associate
Cornelius, North Carolina, United States
$65k-$90k/yr OnsiteFull Time
Bachelor's degree in a related field or equivalent experience; strong communication, presentation, networking, organizational, and problem-solving skills; U.S. work authorization and successful background check required.
Financial Planning Specialist (FPS)
1mo
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Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market
Charlotte or Charlotte or Charlotte
OnsiteFull Time
1+ YOERequires Series 7 and 66 (63 & 65 in lieu), SAFE Act registration for mortgage origination, minimum 1 year financial services/sales experience, strong prospecting and relationship skills, and proficiency in Microsoft Office and Salesforce.
Salesforce, Microsoft Word, Microsoft PowerPoint, Microsoft Excel
1mo
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Merrill Advisor Development Program - Financial Advisor: Charlotte & Associates Market
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOESeries 7 and 66 (63/65 in lieu) required, SAFE Act registration for mortgage origination, minimum 1 year in financial services or sales, investment product knowledge, prospecting and relationship skills, Microsoft Word/PowerPoint/Excel and Salesforce proficiency.
Microsoft Word, PowerPoint, Microsoft Excel, Salesforce
3w
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Advisor Development Program - Charlotte & Associates Financial Solutions Advisor Trainee: Financial Center - Charlotte, NC (Bilingual Spanish Speaking Required)
Charlotte, North Carolina, United States
OnsiteFull Time
Obtain SIE, Series 7 and Series 66 licenses; SAFE Act registration; bilingual Spanish required; sales and client relationship skills; ability to work in-office and meet performance goals.
3w
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Advisor Development Program - Charlotte & Associates Financial Solutions Advisor Trainee: Financial Center - Charlotte, NC (Bilingual Spanish Speaking Required)
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEObtain SIE/Series 7/Series 66 licenses, SAFE Act registration, bilingual Spanish required, sales experience or bachelor’s preferred, strong communication and regulatory diligence.
2w
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Associate, Global Client Group (Independent Advisor Group)
Charlotte, North Carolina, United States
HybridFull Time
Dimensional Fund Advisors: Provides systematic investment solutions based on financial science.
2+ YOEBachelor's degree, 2+ years financial services experience, strong analytical and communication skills, Excel and Access proficiency, and SIE/Series 7/63/66 licenses to be obtained within 12 weeks.
Microsoft Excel, Microsoft Access
3w
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Business Development Associate
Fort Mill or Charlotte or Austin
$53k-$88k/yr HybridFull Time
Phone-based prospecting and lead qualification for financial advisors; sales experience or related degree; familiarity with broker/dealers or advisory practices; proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce, Microsoft Outlook, LinkedIn
2w
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Registered Client Service Associate-Charlotte, NC
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEProvide high-touch administrative support to financial advisors, service clients across channels, onboard and maintain client accounts, process transfers, prepare reports; SIE and Series exams required; HS diploma and ~1 year industry experience preferred.
Client Relationship Management (CRM), Microsoft Excel