Financial Advisor
Jobtailor
Responsibilities Consults on investment and insurance strategies, as well as the development of financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service Identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate Acquires, expands and maintains client relationships through business development and client networking Grows client loyalty and share of wallet through an exceptional client experience Applies product and procedural knowledge to solve client problems appropriately and efficiently Develops and implements investment and insurance strategies for clients Determines the best products to support such strategies Present sound financial recommendations and guidance to clients Establishes individual financial plans based on client financial needs and objectives Monitors financial plans and recommends changes as needed Actively and regularly coaches and educates branch staff and internal business partners to identify investment opportunities Drives investment education and visibility among branch staff Leads the branch team on actions to achieve investment results Shows urgency with activities and leads by example Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity Regularly meets with branch manager and other internal business partners to communicate and review business results and pipeline management Meets service level agreements on lead and referral follow up Adheres to all applicable laws, regulations, policies and guidelines Requirements 2+ years of relevant professional experience University / college degree Client Prospecting Client Relationship Building Credit Risk Analysis Customer Engagement Financial Analysis Financial Modeling Investment Banking Public Speaking Relationship Building Relationship Management FINRA Series 7 and 66 (or 63,65) required Life and Health Insurance required Certifications & Qualifications FINRA Series 66 FINRA Series 63 FINRA Series 65 #J-18808-Ljbffr
- ...is collaborating with Vanguard to connect them with exceptional professionals for this role. Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial...SuggestedWork at officeRemote workRelocationMonday to Friday
Vanguard
Charlotte, NC5 days ago - ...Senior Sourcer at Thrivent**Join our Team of Talented Financial Advisors who Engage in Meaningful Work and Thrive in a Purpose Driven Culture Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of...Suggested
Thrivent Financial
Charlotte, NC1 day ago - ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients,...Suggested
Vanguard
Charlotte, NC3 days ago $45k - $100k
...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward... ...come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned,...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Charlotte, NC2 days ago- ...Financial Solutions Advisor - Charlotte, NC Salisbury, North Carolina;Concord, North Carolina; Charlotte, North Carolina; Cornelius, North Carolina; Kannapolis, North Carolina; Charlotte, North Carolina; Statesville, North Carolina To proceed with your application...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Charlotte, NC3 days ago - ..., build a legacy for yourself and your clients, and find the independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute...Contract workFor contractorsWork at office
MassMutual Carolinas
Charlotte, NC20 hours ago $75k
...Our firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry‑level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals...Work at officeHudnall Capital Advisors
Charlotte, NC20 hours ago- ...Jersey Business Development Director ► Recruiting Top Talent in Financial Services to Serve with Excellence Company Description 1847... ...Role Description This is a full-time remote role for a Financial Advisor at 1847Financial. The Financial Advisor will be responsible for...Full timeRemote workWork from homeFlexible hours
1847Financial
Charlotte, NC1 day ago - ...Responsibilities To provide basic financial consulting services to assist members and non-members with identifying their financial goals... ...achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries,...Local area
Jobtailor
Matthews, NC15 hours ago $61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Charlotte, NC4 days ago- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Charlotte, NC3 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Charlotte, NC2 days ago$75k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary...Work at officeHudnall Capital Advisors
Charlotte, NC20 hours ago- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
MRINetwork
Belmont, NC3 days ago - ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
Pinnacle Bank
Charlotte, NC20 hours ago - ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- ...National Financial Solutions Advisor (NFSA I) At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class...Shift workDay shift
$61k - $250k
A leading financial services company in Charlotte seeks a dedicated Financial Advisor. This role involves building client relationships, creating personalized financial plans, and managing client financial goals. Candidates should have a bachelor's degree and strong communication...- Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC page is loaded## Financial Advisor - Brokerage Group - Mooresville/Charlotte, NClocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2026-00792## Primary Office Location:35...Work at office
- ...Series 7 License A minimum of one year of brokerage client support experience Phone-based client interaction experience, as Case Advisors will communicate directly with clients regarding complaints Responsibilities Case Advisors manage inventory using a Microsoft...For contractorsWork at officeWork from home
$55k - $75k
Navy Federal is seeking a financial consultant to provide personalized financial services and help clients achieve their goals. The role includes conducting seminars, managing client accounts, and ensuring compliance with regulations. Applicants should have a Bachelor’s...$55k - $75k
Navy Federal Credit Union in Matthews, NC is seeking a financial consultant to provide basic financial consulting services to members. This role involves establishing and nurturing relationships, conducting seminars, and offering investment advice to clients. The ideal...$55k - $75k
To provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives.... ...achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries,...Local areaMonday to Friday- A financial services firm in Charlotte is seeking a driven individual to become a financial advisor. This role allows you to help clients achieve their goals through tailored financial planning and offers uncapped earning potential based on performance. Successful candidates...
- A financial services firm is looking for a motivated Financial Advisor in Charlotte, NC. The role offers comprehensive training and support to help you build a successful career. Responsibilities include analyzing client financial information, maintaining a client base...Flexible hours
- ...also life‑changing for you - personally, professionally, and financially. Financial Planning with Northwestern Mutual Are you looking... ...time to consider a career with Northwestern Mutual, where our advisors have found impact, long‑term flexibility, and unlimited earning...Work experience placement
- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined...Local area
- ...Financial Advisor - Charlotte, NC Job Category: Outside - Sales/Travel Full-Time Charlotte, NC 28209, USA Description TowneBank has a culture that: Has a commitment to exquisite service for our members that will lead to our ability to create a reasonable...Full timeLocal area
$52k - $101k
...Huntington Financial Advisor - Advice Center The National Advice Center (NAC), as part of the Huntington Financial Advisory group, has a team of licensed Financial Advisors dedicated to helping clients plan for the future while providing professional, personalized financial...Full timeTemporary workH1bWork at officeRemote workWork from homeFlexible hours$65k - $80.2k
...unique situation. Basic Qualifications- Bachelor's degree, or equivalent work experience- Three to five years of experience in a financial sales position, preferably working with the affluent client segment- FINRA Series 7, 63, 65 or 66 license, and applicable state...Temporary workWork experience placement
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