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70 senior advisor jobs at 39 companies in Concord, NC

3mo
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Senior Wealth Advisor
Charlotte, North Carolina, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe Advisors
Beacon Pointe Advisors: Independent firm providing wealth management and investment advisory services.
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; CFP/CFA preferred; bachelor's in finance/business/economics preferred; strong communication and sales orientation.
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3mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
Vanguard
Vanguard: Global investment management and financial services provider.
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
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4w
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Senior Trust Advisor
Raleigh or Charlotte
OnsiteFull Time
Fifth Third Bank
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
8+ YOEProvide fiduciary trust and estate administration, advise clients on complex fiduciary strategies, bachelor’s degree required, 8+ years trust experience, CTFA/CFP preferred, Microsoft Office proficiency.
Microsoft Office
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3w
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Senior Advisor, Resource Integration, Registration & Certification
Charlotte, North Carolina, United States
HybridFull Time
SERC Reliability Corporation
SERC Reliability Corporation: Ensuring the reliability and security of the bulk power system.
10+ YOEBachelor's degree in electrical engineering or related field, or equivalent experience; 10 years of energy industry experience; knowledge of NERC standards and bulk-power operations; strong analytical, communication, and project skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint
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1mo
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Senior Retirement Plan Advisor
Atlanta or Charlotte
$75k-$132k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
5+ YOEManage 30–50 retirement plan client relationships; 5+ years retirement plan experience; Series 65 required; strong plan design, compliance, and investment knowledge; Microsoft Office/CRM/MS Teams/Zoom proficiency; excellent communication.
Microsoft Office, CRM, Microsoft Teams, Zoom
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Strategic Risk Advisor, Senior Specialist
Charlotte or Malvern
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
10+ YOERequires 10+ years of related experience, an undergraduate degree or equivalent training and experience, strategic thinking, and strong influencing and persuasion skills. Graduate degree preferred.
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3mo
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Senior Home Lending Advisor, Concord, NC
Concord or Harrisburg or Mooresville
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years mortgage lending and proven sales experience in retail banking; knowledge of FHA, VA, FNMA, and FHLMC guidelines; excellent communication skills.
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1mo
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AVP, Insurance Solutions & Advisor Enablement
Fort Mill or Charlotte or San Diego
$107k-$178k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
7+ YOE7+ years insurance sales/advisor support/wholesaling experience, 3+ years training/sales enablement, strong insurance planning knowledge, presentation and relationship skills, familiarity with advisor tech and CRM, preferred designations CLU/ChFC/CFP.
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2mo
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Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
FTI Consulting
FTI ConsultingNYSE: FCN: Global business advisory firm helping organizations manage change and risk.
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
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1w
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Structured Lending Advisor I/II
Charlotte or Miami or Orlando or Atlanta
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's degree or equivalent, five years of lending advisor experience, complex credit structuring, financial statement analysis, client relationship management, communication, negotiation, and risk mitigation skills.
Probability model
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1mo
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AVP, Insurance Solutions & Advisor Enablement
Fort Mill or San Diego
$107k-$178k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
7+ YOE7+ years in insurance sales/advisor support, 3+ years delivering training/enablement; strong insurance planning knowledge, presentation and relationship skills.
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2w
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Compliance Advisor
Des Moines or Kansas or Wichita or North Carolina or Charlotte or Chicago or Minnesota or Minneapolis or Los Angeles or New York City
$110k-$148k/yr OnsiteFull Time
Principal Financial Group
Principal Financial GroupNASDAQ: PFG: A global financial investment management and insurance.
6+ YOERequires 6+ years of financial services compliance experience, including 2+ years in compliance risk testing, a bachelor's degree or equivalent, group insurance knowledge, and strong analytical and communication skills.
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1w
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Client Advisor
United States or New York or Connecticut or Delaware or Charlotte or Charlottesville or Naples or New York City or Palm Beach
$100k-$130k/yr OnsiteFull Time
Chilton Trust
Chilton Trust: Provides bespoke private wealth management and fiduciary services.
5+ YOEBachelor’s degree preferred in finance, economics, or business administration; 5–7 years in wealth management or family office services; strong client service, investment transaction, financial planning, communication, and analytical skills.
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Sales Advisor
Rock Hill, South Carolina, United States
$50k-$175k/yr FieldFull Time
Life Remembered
Life Remembered: Operates memorial parks and provides comprehensive funeral services.
5+ YOE5+ years direct-to-consumer sales experience, proven performance, proficiency with Microsoft Office, valid driver’s license, pass background check, comfortable with phone and virtual meetings.
Microsoft Office
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4w
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HSE Advisor
High Point, North Carolina, United States
$89k-$103k/yr HybridFull Time
AkzoNobel
AkzoNobelEuronext Amsterdam: AKZA: Manufactures and distributes decorative paints and high-performance industrial coatings.
5+ YOEBachelor's in EHS or related (or equivalent experience), 5+ years HSE experience in manufacturing, OSHA/EPA knowledge, PSM experience preferred, safety training and incident investigation skills.
Microsoft Office, SAP, Enablon
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2mo
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Wealth Advisor
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth
HB Wealth: Fiduciary wealth management and family office services for private clients.
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
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1d
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Senior Client Services Advisor
Hickory or Wisconsin or New York or Virginia or Utah or Texas or South Carolina or Pennsylvania or Ohio or New Hampshire or Nebraska or North Dakota or North Carolina or Oregon or Mississippi or Missouri or Michigan or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Idaho or Washington or Iowa or Georgia or Florida or Connecticut or Colorado or California or Arizona or Arkansas or Alabama or Tennessee or Maryland
OnsiteFull Time
Transportation Insight
Transportation Insight: North American 3PL provider helping manufacturers, retailers, and distributors optimize transportation, reduce costs, and improve supply-chain operations.
0+ YOEBachelor's degree in logistics or business preferred, or equivalent industry experience. Requires 0–3 years of direct industry experience, analytical ability, relationship management, and spreadsheet, database, and presentation skills.
PowerPoint
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1w
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Regional Service Advisor
Chino or Rock Hill
FieldFull Time
HC Forklift America
HC Forklift America: A manufacturer and provider of forklift equipment, dealer support, and aftermarket services.
5+ YOERequires 5–8 years servicing forklifts or material handling equipment, dealer-network experience, technical diagnostics, driver's license, travel availability, and an associate degree, technical certification, or equivalent experience.
Microsoft Office, Customer Relationship Management (CRM), field service management software
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3d
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Advisor, Client Accounting & Advisory Services
Atlanta or Austin or Boston or Charlotte or Chicago or Dallas or Denver or Fort Lauderdale or Houston or Nashville or Philadelphia or Phoenix or Raleigh or Rockville or Washington
$111k-$172k/yr RemoteFull Time
Aprio
Aprio: Provides business advisory, accounting, and tax services globally.
5+ YOERequires 5–8+ years in client-facing accounting, advisory, or consulting, portfolio management experience, financial statement knowledge, tax familiarity, client relationship skills, and QuickBooks Online proficiency preferred.
QuickBooks Online
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2mo
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Lead Advisor - New Market - Charlotte, NC
Charlotte or Tampa
$150k-$350k/yr RemoteFull Time
Brighton Jones
Brighton Jones: Provides fee-only wealth management and financial planning services.
6+ YOECFP/CPA/CFA/JD required (or obtain Series 65 within 120 days if not CFP), four-year degree required, 6+ years financial/estate planning experience, expertise in estate/tax/retirement/insurance/investment planning, strong communication and leadership skills.
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