Financial Advisor Jobs in Charlotte, NC (498)
VP / Managing Director - Credit & Pricing Technology
OneMain Financial
Charlotte, NC
Education
$180k - $225k / year
Executive Director, Wealth Strategies Broker Channel
Morgan Stanley &
Charlotte, North Carolina
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$200k - $300k / year
Marketing Director Path To Financial Advisor
New York Life Charlotte
Charlotte, NC
New
$75k - $150k / year
Commercial Relationship Manager IV
Fifth Third Bank, N.A
Charlotte, NC
New
$50 / hour
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Charlotte, NC
Diversity Leader
$69.6k - $105k / year
Merrill Financial Solutions Advisor - Charlotte & Associates Market
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Financial Solutions Advisor - Consumer Investments - Charlotte, NC
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Oracle Cloud Financial Consultant
Accenture
Charlotte, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$63.4k - $144.3k / year
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Charlotte, NC
Diversity Leader
$119.5k - $272.1k / year
Financial Counselor (Access Mgmt)
CaroMont Health
Gastonia, NC
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Registered Wealth Management Client Associate
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Charlotte, NC
Diversity Leader
Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
$88.6k - $170.9k / year
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
Commercial Relationship Manager IV
Fifth Third
Charlotte, NC
$50 / hour
Financial Advisor
Pinnacle Bank
Charlotte, NC
New
Financial Advisor
New York Life-Charlotte
Charlotte, NC
New
Health Insurance
$84k - $115k / year
Financial Advisor Development Program - July 2025
UBS
Charlotte, NC
New
Part-Time
Education
Licensed Financial Advisor Partner Path
New York Life Charlotte
Charlotte, NC
$100k - $150k / year
Wealth Advisor
First National Bank
Charlotte, NC
Financial Consultant
Pinnacle Bank
Charlotte, NC
New
Regional Director - South
Allspring
Charlotte, NC
New
Audit Consultant - Financial Services Industry
Sia Partners
Charlotte, NC
Hybrid
Dental Insurance
Vision Insurance
Parental Leave
Tax Manager | Private Client
Forvis Mazars, LLP
Charlotte, NC
New
Audit Senior Consultant - Financial Services Industry
Sia Partners
Charlotte, NC
New
Hybrid
Dental Insurance
Vision Insurance
Parental Leave
Financial Professional
The Pelora Group
Charlotte, NC
Product Manager, Broker Dealer
Equitable Advisors
Charlotte, NC
New
Dental Insurance
Vision Insurance
$90k - $120k / year
Financial Advisor
WallStJobs.com
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance
Financial Advisor
Harrison Gray Search and Consulting
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Senior Financial Advisor
Kestra Holdings
🌎 Remote
New
Remote
Hospitality
Dental Insurance
Vision Insurance
$143.5k - $222.5k / year
VP / Managing Director - Credit & Pricing Technology
OneMain Financial
Charlotte, NC
Education
$180k - $225k / year
Financial Advisor Salary in Charlotte
Financial Advisors working in Charlotte, NC make an average annual salary of $69K and a maximum annual salary of around $148K.
Job Description
Working as a Financial Advisor in Charlotte, NC
There are 498 Financial Advisor opportunities available in Charlotte, NC all with unique requirements.
A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.
Similar Jobs to Financial Advisor
Financial Advisor jobs near Charlotte, NC
Financial Advisors in Charlotte, NC Resume Data
Average Experience for Financial Advisors in Charlotte, NC
- More than 10 years: 60%
- 6-10 years: 27%
- 3-5 years: 10%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Charlotte, NC
- Bachelors: 62%
- Masters: 16%
- Diploma: 12%
- Associates: 9%
- Doctorate: 2%
Top Skill for Financial Advisors in Charlotte, NC
- Sales skills: 18%
- Customer focus & orientation: 16%
- Attention to detail: 13%
- Customer service: 11%
- Spreadsheets with Microsoft Excel: 8%
- Work style: Reliability: 8%
- Written communication: 8%
- Management & leadership skills: Impact & influence: 7%
- Scheduling: 7%
- Analyzing data: 6%
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