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Financial Advisor Jobs in Cornelius, NC (283)

Vice President of CPA Channel Marketing

Choreo
Charlotte, North Carolina
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$160k - $170k / year

Financial Advisor - CFP

Vanguard
Charlotte, NC
New
Icon: salary
$500k / year

Senior Financial Advisor - CFP

Vanguard
Charlotte, NC
New
Icon: salary
$500k / year

Senior Wealth Advisor

Vanguard
Charlotte, NC
New
Icon: salary
$5 - $15 / hour

Senior Compliance Director, Head of Retail Regulatory Enablement

Vanguard
Charlotte, NC
New

Senior Compliance Director, Head of Product, Distribution and Communications Compliance

Vanguard
Charlotte, NC
New
‌

Financial Services Risk and Compliance Consulting Senior Manager

NTT DATA
Charlotte, NC
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$180k - $225k / year
‌

Regional Vice President, Retirement Plan Sales

Trinitypension
Charlotte, NC
‌

Wealth Advisor & Financial Planner

Elevation Wealth Partners
🌎 Remote
Part-Time
Remote
PTO
Dental Insurance
Flexible Schedule
Icon: salary
$60 / hour
‌

Financial Advisor

State Farm
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Dental Insurance
Vision Insurance
Education
Icon: salary
$48k - $60k / year
‌

Financial Advisor-in-Training

AdviceOne LLC Careers
🌎 Remote
Remote
Hybrid
PTO
Health Insurance
Dental Insurance
Vision Insurance
‌

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$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
Icon: salary
$63.4k - $144.3k / year
‌

Tax Manager-Investment Management - Private Wealth (East Coast)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$119.5k - $272.1k / year
‌

Registered Wealth Management Client Associate

Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly
‌

Oracle Cloud Financial Consultant

Accenture
Charlotte, NC
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year
‌

Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Advisory Financial Services Risk Management Senior Consultant

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
Icon: salary
$85k - $193.4k / year
‌

Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance

Deloitte
Charlotte, NC
Diversity Leader
‌

Tax Manager - Financial Svcs-Hedge Fund Tax (East Region City Locations)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$85k - $193.4k / year
‌

Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$88.6k - $170.9k / year
‌

Insurance Transformation, Guidewire Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$125k - $208.3k / year
‌

Tax Manager - Business Tax Services - Tax Exempt

Deloitte
Charlotte, NC
Diversity Leader
Health Insurance
Icon: salary
$85k - $193.4k / year
‌

Service Advisor

The Auto Club Group
Charlotte, NC
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$1,000 / week
‌

Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$125k - $208.3k / year
‌

Qualified Relationship Manager

Ascensus
Charlotte, NC
401(k)
403(b)
‌

Consultant, Operations and Technology Transformation, Guidewire Application Developer

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$93.2k - $155.4k / year
‌

Guest Advisor

C.Rice Global
Cornelius, NC
401(k)
Dental Insurance
Icon: salary
$100k / year

Job Description

Working as a Financial Advisor in Cornelius, NC

There are 283 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

  • Charlotte, NC
  • Mooresville, NC
  • Hickory, 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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