Financial Advisor Jobs in Cornelius, NC (422)
Executive Director, Wealth Strategies Broker Channel
Morgan Stanley &
Charlotte, North Carolina
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$200k - $300k / year
Regional Director, Enterprise Group
Dimensional Fund Advisors
Charlotte, North Carolina
Financial Services Risk and Compliance Consulting Senior Manager
NTT DATA
Charlotte, North Carolina
401(k)
Dental Insurance
Vision Insurance
$180k - $225k / year
Guest Advisor
C.Rice Global
Cornelius, NC
401(k)
Dental Insurance
$100k / year
Consultant, Engagement Financial Advisor/ GPS
Deloitte
Charlotte, NC
Diversity Leader
$69.6k - $105k / year
Merrill Financial Solutions Advisor - Charlotte & Associates Market
Bank of America
Huntersville, NC
Diversity Leader
Eco-Friendly
‌
Financial Solutions Advisor - Consumer Investments - Charlotte, NC
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Financial Counselor (Access Mgmt)
CaroMont Health
Gastonia, NC
‌
Tax Senior - Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$63.4k - $144.3k / year
‌
Tax Manager-Investment Management - Private Wealth (East Coast)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)
Deloitte
Charlotte, NC
Diversity Leader
$119.5k - $272.1k / year
‌
Oracle Cloud Financial Consultant
Accenture
Charlotte, NC
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Registered Wealth Management Client Associate
Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌
Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Advisory Financial Services Risk Management Senior Consultant
Deloitte
Charlotte, NC
Diversity Leader
‌
Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance
Deloitte
Charlotte, NC
Diversity Leader
‌
Client Service Manager
Ascensus
Charlotte, NC
‌
Tax Manager - Financial Services-Insurance Tax (East Region City Locations)
Deloitte
Charlotte, NC
Diversity Leader
$85k - $193.4k / year
‌
Financial Advisor
Pinnacle Bank
Charlotte, NC
New
‌
Financial Advisor
New York Life-Charlotte
Charlotte, NC
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
New
$100k - $150k / year
‌
Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC
F.N.B
Mooresville, NC
New
‌
Wealth Advisor
First National Bank
Charlotte, NC
‌
Financial Consultant
Pinnacle Bank
Charlotte, NC
‌
Regional Director - South
Allspring
Charlotte, NC
New
‌
Financial Professional
The Pelora Group
Charlotte, NC
‌
Product Manager, Broker Dealer
Equitable Advisors
Charlotte, NC
New
Dental Insurance
Vision Insurance
$90k - $120k / year
‌
Audit Consultant - Financial Services Industry
Sia Partners
Charlotte, NC
New
Hybrid
Dental Insurance
Vision Insurance
Parental Leave
‌
Audit Senior Consultant - Financial Services Industry
Sia Partners
Charlotte, NC
New
Hybrid
Dental Insurance
Vision Insurance
Parental Leave
‌
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
Remote
Hospitality
Dental Insurance
Vision Insurance
$143.5k - $222.5k / year
‌
Tax Manager | Private Client
Forvis Mazars, LLP
Charlotte, NC
‌
Guest Advisor
C.Rice Global
Cornelius, NC
401(k)
Dental Insurance
$100k / year
Job Description
Working as a Financial Advisor in Cornelius, NC
There are 422 Financial Advisor opportunities available in Cornelius, 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.
Financial Advisor jobs near Cornelius, NC
Financial Advisors in Cornelius, NC Resume Data
Average Experience for Financial Advisors in Cornelius, NC
- More than 10 years: 56%
- 6-10 years: 28%
- 3-5 years: 12%
- 1-2 years: 3%
- Less than 1 year: 1%
Educational Background for Financial Advisors in Cornelius, NC
- Bachelors: 61%
- Masters: 15%
- Diploma: 12%
- Associates: 10%
- Doctorate: 1%
Top Skill for Financial Advisors in Cornelius, NC
- Sales skills: 19%
- Customer focus & orientation: 16%
- Work style: Reliability: 11%
- Attention to detail: 10%
- Customer service: 9%
- Scheduling: 9%
- Written communication: 9%
- Delivery driver: 7%
- Basic computer skills: 6%
- Analyzing data: 6%
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