Senior CFP Financial Planner & Wealth Advisor
Dexian
Dexian is seeking a Financial Planner in Charlotte, NC, to identify client objectives and deepen relationships. The ideal candidate must have a Bachelor’s degree and 5+ years of industry experience, with skills in financial planning tools and compliance knowledge. This role offers initial focus on client retention, with a base compensation of $65,000-$80,000, potentially reaching $110,000-$140,000 total compensation including bonuses and commissions. #J-18808-Ljbffr Dexian
$150k - $180k
...is a centralized group of financial planners. As a Senior Financial Planner, you will... ...planning services and advice to advisors & clients, helping them... ...Collaborate with other groups within Wealth Solutions to develop client... ...& Experience: Active CFP® (Certified Financial...SeniorFull timeWork at officeFlexible hours- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations... ...and families to develop personalized financial strategies and help clients make the... ...Financial planning experience preferred CFP®, CFA, or other professional...Senior
- ...Wealth Advisor Are you a Certified Financial Planner (CFP®) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina, Pennsylvania, Arizona & Texas! This...SeniorWork at officeLocal areaRemote workRelocationMonday to Friday
- ...Provides advanced financial advice and complex portfolio management guidance to High... .... Are you a Certified Financial Planner (CFP®) with a passion for transforming lives... ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in...SeniorWork at officeRemote workRelocationMonday to Friday
- Truist is seeking a dedicated client service representative in Charlotte, North Carolina. The role involves providing industry-leading client service, maintaining relationships, and meeting sales targets both in person and over the phone. Ideal candidates will have at least...SeniorWork at office
- TD Bank in Charlotte, NC seeks a Senior Relationship Manager to grow and deepen a commercial banking portfolio. You will act as a trusted advisor, leveraging credit expertise and market insights to structure complex financing and cash management solutions for up-market...Senior
- ...clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth partners to enhance... ...experiences. The ideal candidate will have at least 8 years in Financial Services Relationship Management, solid client acquisition...Senior
- Provides wealth planning consultations and support to Vanguard's largest and most complex clients and financial advisors. As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team... .... Active Law License, CFP, or CPA preferred, as well as...SeniorWork experience placementWork at officeRemote work
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...SeniorFull timePart timeWork at officeNight shiftWeekend work
- ...This Fortune 500 financial institution is built on the strength and depth of its client relationships... ...relationships start with financial advisors. That's why they are committed to... ...of experience in investment advisory or wealth management Proven, transferable book of...Senior
$77k - $202k
...Senior Associate, Finance Consulting At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support...Senior- ...objectives and comply with applicable laws. Responsibilities Lead and contribute to the strategic vision of the State and Local Tax Financial Services team. Develop solutions and solve intricate tax issues using analytical judgment. Identify opportunities to enhance...SeniorFull timeLocal area
- Oracle Cloud Financials Senior Principal Functional Consultant (GL/AR) IBM - Charlotte, NC Overview Lead functional engagement on Oracle Cloud ERP for GL, AP, AR, Tax, Collections, Expenses, FA & CM modules, driving chart of accounts redesign, month‑end and year‑end close...SeniorFull time
$365k - $420k
Holland & Knight LLP is seeking an Associate with 5-7 years of experience to join its national Finance & Financial Services practice in Charlotte. The ideal candidate will have significant leveraged finance experience and a strong understanding of complex debt transactions...Senior- BCG Attorney Search seeks a mid- to senior-level leverage finance associate for its Charlotte, NC office. The role emphasizes sophisticated finance transactions, including syndicated and club financings, with a focus on cash flow lending. Ideal candidate has at least four...SeniorWork at office
$310k
Dechert-LLP is looking for a Senior Associate for their Fund Finance group in Charlotte, North Carolina. The role involves representing financial institutions and asset managers in fund-related transactions, with a focus on fund financing and subscription lines. Candidates...Senior$65k - $80k
...Certified Financial Planner Job details Posted 15 June 2026 Location Charlotte... ...deposit, and lending ~ Become a trusted advisor who earns referrals from existing clients... ...Professional Credentials ~ Series 65 ~ CFP or CRC preferred ~ Bachelor's degree or...Work experience placementWorldwide- BCG Attorney Search in Charlotte seeks a Senior Associate with 5-7 years of leveraged finance and private credit experience to handle complex cross-border transactions for financial institutions and funds. The role emphasizes direct client interaction and efficient deal...Senior
$75k - $95k
...About the job Certified Financial Planner Financial Planner Position... ...is a client-focused advisor with strong technical knowledge... ...business. Collaborate with senior advisors through mentorship and... ...66 licenses required. CFP® exam passed or progress toward...Full timeRelocationRelocation package- Oracle Cloud Financials Senior Principal Functional Consultant (GL/AR) IBM is seeking the Oracle Cloud Financials Senior Principal Functional Consultant (GL/AR). Overview Introduction A career in IBM Consulting is rooted by long-term relationships and close collaboration...SeniorFull time
$96.8k - $159.6k
...build a better working world. EY-Parthenon – Deals – Financial Diligence – Financial Services – Senior Associate The opportunity EY-Parthenon’s unique combination... ...including but not limited to the following sectors: Wealth and asset management: Investment managers, hedge...SeniorWork experience placementSummer holidayWork at officeLocal areaFlexible hours- Fifth Third is looking for a Leveraged Finance Associate in Charlotte, NC, who will analyze financial data, manage transactions, and assist in underwriting senior debt transactions. This role requires strong analytical skills and the ability to work under tight deadlines...Senior
$110k
A global management consulting firm is seeking an AML Compliance Consultant in Charlotte, NC. The role involves developing compliance programs, conducting risk assessments, and advising clients on regulatory requirements. Ideal candidates have 4+ years of experience in ...Senior$103.45k - $197.73k
...At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service... ...As a dedicated Internal Controls Financial Reporting Advisor Senior , you’ll guide and facilitate cross-functional teams in planning...SeniorWork experience placementH1bWork at officeRemote workRelocation packageFlexible hours- A leading financial services firm in Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory... ...involves acting as a primary advisor to high net worth families,... ...have a minimum of 10 years in wealth management and a portable book...Senior
- Barings is looking for a Senior Associate for their Valuation team, based in Charlotte, NC. This role involves ensuring the integrity... ...robust benefits package, including competitive health benefits, financial well-being programs, and paid time off. #J-18808-Ljbffr...Senior
- BCG Attorney Search in Charlotte, NC is seeking a senior associate specializing in structured finance and securitization. The ideal candidate... ...involves advising on complex transactions, collaborating with financial institutions, and drafting legal agreements. A Juris Doctor...Senior
- Job Overview A law firm seeks a mid- to senior-level leverage finance associate for their Charlotte, NC office. The ideal candidate will... ...background in finance, particularly in working with various financial institutions on syndicated and club transactions. Duties Collaborate...SeniorWork at office
$100k - $170k
A global consulting firm is seeking an Associate or Senior Associate for their Digital Finance Transformation team in Charlotte, NC. The role involves helping private equity portfolio companies modernize finance functions using advanced digital solutions. Candidates should...Senior- Grant Thornton International Ltd in Charlotte, NC is seeking a Business Consulting Senior Associate to perform business process analysis, define requirements for remediating gaps, and communicate effectively with clients. You will leverage previous consulting experience...Senior
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