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34 wealth advisor jobs at 13 companies in Charlotte, 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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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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2mo
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Wealth Advisor
Charlotte, North Carolina, United States
OnsiteFull Time
F.N.B. Corporation
F.N.B. CorporationNYSE: FNB: Provides commercial and consumer banking, wealth management, and insurance services.
5+ YOEBA/BS required, 5+ years experience, strong sales and investment knowledge, project management and communication skills, basic Microsoft Office, valid driver's license; CTFA or CFP preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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5d
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Wealth Advisor
Hackensack or Waltham or Charlotte or New York or Providence or Hamden or Princeton or Melville or Durham or Fairfax
$80k-$95k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
3+ YOERequires 3+ years of financial services experience, a university degree preferred, and Series 7, 63, and 65 or 66 registrations completed within 120 days; 5+ years preferred.
AI
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1w
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Wealth Advisor - PNC Wealth Management
Charlotte or Greensboro or Raleigh or Winston-Salem or Durham
OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years of relevant industry experience, or equivalent education and experience. Requires FINRA Series 7 and 66 or 63 and 65, plus Life and Health Insurance licenses.
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2mo
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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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1w
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Associate Wealth Advisor
Charlotte, North Carolina, United States
$75k-$85k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Providing independent fiduciary wealth management and financial advisory services.
4+ YOEBachelor's degree, Series 65 or equivalent, 4+ years of financial services experience, financial analysis and planning expertise, investment and tax knowledge, CRM proficiency, and clean U4; CFP preferred.
CRM, LinkedIn
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1mo
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PWM Private Wealth Advisor
Charlotte, North Carolina, United States
$140k-$175k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOEBachelor's or equivalent, NMLS registration required, 8+ years working with high/ultra-high net worth clients, strong relationship management and business development, CFA/CFP preferred.
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2w
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Financial Wellness Coach, UBS Wealth Advice Center
Charlotte or Dallas or Nashville or Weehawken
$70k-$93k/yr OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
Deliver financial wellness education and coaching to employees; hold FINRA SIE, Series 7 and 66; CFP preferred; strong presentation, communication, and financial services experience; willing to travel.
BrassRing
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6d
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Senior Compliance Advisor - Advice & Wealth Management
Malvern or Charlotte
HybridFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
5+ YOERequires 5+ years of related experience, including 2+ years in financial services compliance, securities law knowledge, strong organization and communication skills, and an undergraduate degree.
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1w
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J.P. Morgan Wealth Management – Private Client Advisor - Farmington Ridge
Charlotte, North Carolina, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, Series 7, Series 66 or 63/65, and Life, Health and Long Term Care Insurance license; CFP certification and bachelor's degree preferred.
digital technology
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Financial Advisor- Annuity and Insurance, UBS Wealth Advice Center
Charlotte or Weehawken or Dallas
OnsiteFull Time
UBS
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
2+ YOEUndergraduate degree required, ideally 2+ years' relevant experience. Requires SIE, Series 7, Series 66 and Life & Health; CFP preferred. Strong communication, regulatory knowledge, annuity experience, and Microsoft Office proficiency.
Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Microsoft Excel
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3mo
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Wealth Advisory Regional Director (Orlando or Tampa)
Tampa or Orlando or Charlotte
$197k-$303k/yr FieldFull Time
CliftonLarsonAllen
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
10+ YOE10+ years in financial services or wealth advisory, experience leading advisors with AUM accountability, Bachelor’s degree required, Series 7/24/65 required (or equivalents), CFP preferred, frequent regional travel, strong coaching and strategic growth skills.
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1mo
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Wealth Advisor Platform Senior Product Manager - Fiduciary
Charlotte or Atlanta
OnsiteFull Time
Truist
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's degree in business/finance,5+ years financial services experience,3 years managing large projects,proven communication,budget management,ability to travel occasionally,PMP and Six-Sigma preferred.
Microsoft Office
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1w
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Assistant Vice President, Strategy Activation
Fort Mill or Charlotte or San Diego or Boston
$114k-$190k/yr OnsiteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides independent financial advisory and wealth management services.
7+ YOERequires 7+ years in wealth management, advisor platform operations, program or business management; Orion Advisor Technology experience; regulated-process leadership; stakeholder management and analytics.
Orion Advisor Technology
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3w
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VP, Institutional Leader (Wealth Advisors Group)
Fort Mill, South Carolina, United States
$137k-$228k/yr FieldFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
10+ YOE5+ MgmtSeries 7/66/9/10 required, 10+ years in financial services with 5+ years sales leadership or institutional program leadership; CRM and pipeline experience; strong communication, judgment, and change management skills.
CRM
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