Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Advisor: Risk & Wealth Planner

Western & Southern Life

Western & Southern Life is seeking a Financial Representative in Charlotte, North Carolina. This role involves educating middle-income clients on financial solutions, assessing their needs, and providing ethical services. Responsibilities include developing marketing plans, securing appointments, and fostering community relationships. The ideal candidate will have a High School Diploma (Bachelor's preferred), strong interpersonal skills, and a proven work ethic. This position requires reliable transportation and a life and health license within 30 days of hire. #J-18808-Ljbffr Western & Southern Life

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor: Risk & Wealth Planner in Charlotte, NC vacancy
  • Overview At CG Financial Services, we help successful individuals and...  ...build, protect, and transfer wealth through comprehensive and personalized...  ...growth-minded Private Wealth Advisor for our Charlotte office. This...  ...(investments, estate, tax, risk, multigenerational).... 
    Risk
    Work at office

    Mycgfinancial

    Charlotte, NC
    2 days ago
  •  ...portfolios stay aligned with strategy and risk guidelines. Responsibilities Monitor...  ...client. Collaborate closely with Planning, Wealth Strategy, and Client Service teammates to...  ..., and new client onboarding. Translate financial plans into implementable portfolios, manage... 
    Risk
    Flexible hours

    UBS

    Charlotte, NC
    3 days ago
  • $157.2k

     ...multigenerational families manage financial complexity with confidence....  ...approach that integrates wealth management, tax planning, and...  ...Wealth Strategist serves as an advisor on the most complex Private...  ...and effectively manage all the risks associated with their... 
    Risk
    Work at office

    Forvis Mazars US

    Charlotte, NC
    3 days ago
  •  ...Wealth Advisor Serve as primary relationship advisor for high net worth and ultra-high net...  ...solutions. Utilize objective and sound personal financial planning and financial advisory concepts...  ...and regulatory controls to manage risk and compliance. Works within the existing... 
    Risk
    Full time
    Part time
    Work at office
    Local area

    Truist Inc

    Charlotte, NC
    2 days ago
  •  ...divh2Wealth Advisor/h2pWe are seeking an experienced and results-driven Wealth Advisor to join our team. As a key player in our...  ...goals/liliConduct comprehensive financial assessments to identify opportunities...  ..., taking into account clients risk tolerance, financial goals, and... 
    Risk

    ImpactSearch Partners

    Charlotte, NC
    4 days ago
  •  ...us and for your future. Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to:...  ...potential customers to positively impact financial results of the corporation. Meets with prospects...  ...and the accountability to serve as risk managers for their businesses by... 
    Risk
    Work at office
    Local area

    First National Bank

    Charlotte, NC
    3 days ago
  • $70k - $80k

    The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric...  ...advisors to design, build, and protect the financial dreams of clients. This individual will...  ...planning process to address retirement, risk management, estate, and tax... 
    Risk
    Local area

    Focus Partners Wealth

    Charlotte, NC
    3 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor provides world-class...  ...clients with excellence providing financial guidance in a manner based on...  ...with (Sr.) Financial Planner to initiate client meetings,...  ...regulatory standards to mitigate risk to the company. Requirements... 
    Risk
    Work at office
    Local area
    Night shift

    Blue Trust

    Charlotte, NC
    5 days ago
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their...  ...advice at the intersection of Tax Planning, Financial Planning, and investment Management. You...  ...of investments, financial planning, and risk management to both advise current... 
    Risk
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Charlotte, NC
    4 days ago
  •  ...system or application of the Truist Wealth platform including but not limited to...  ...to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals...  ...or related field Five years of financial services, private banking, Brokerage... 
    Risk
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Day shift

    Truist

    Charlotte, NC
    2 days ago
  •  ...Analysis & Reporting Manager in Charlotte, North Carolina, focused on Wealth Management Operations. This role involves team leadership, overseeing daily activities, and ensuring compliance with risk management and regulatory standards. Candidates should have extensive... 
    Risk

    Citizens Bank

    Charlotte, NC
    2 days ago
  • Citizens is seeking an Analysis & Reporting Manager in Charlotte, NC. This role requires managing Wealth Management operations, overseeing a team, and ensuring compliance with risk management standards. Candidates should have at least 5 years' experience in Wealth... 
    Risk
    Full time
    Monday to Friday

    Citizens

    Charlotte, NC
    4 days ago
  • JPMorganChase in Charlotte, North Carolina, is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. You will build strong client relationships while demonstrating integrity and educating clients on digital tools for better... 

    JPMorganChase

    Charlotte, NC
    2 days ago
  •  ...us and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to:...  ...Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers...  ...and the accountability to serve as risk managers for their businesses by understanding... 
    Risk
    Work at office

    First National Bank

    Charlotte, NC
    5 days ago
  • $55k - $157.3k

     ...Supervisory Specialist Senior within PNC's Wealth Management organization, you will be...  ..., trade review, and/or new accounts of Financial Advisors (FA) and registered branches in...  ...and support staff, Compliance, Legal and Risk partners to assist with escalations, legal... 
    Risk
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Charlotte, NC
    9 days ago
  • A leading financial institution in Charlotte, NC is looking for an experienced Wealth Ops Manager. You will manage Wealth Management operations, supervising a team while...  ...regulatory compliance. Responsibilities include risk management and issue resolution, with a preference... 
    Risk

    Citizens Bank

    Charlotte, NC
    2 days ago
  •  ...FINRA Supervisory Principal within PNC Wealth Management, you will be based in Pittsburgh...  ...the supervision and trade review of Financial Advisors (FA) and registered branches in...  ...and support staff, Compliance, Legal and Risk partners to assist with escalations, legal... 
    Risk
    Work experience placement
    Work at office

    PNC

    Charlotte, NC
    5 days ago
  • $55k - $134.55k

     ...execution of marketing programs for our Wealth Management segment. Preferred Qualifications...  ...with legal, compliance, finance, risk and other key partners. Partners with agencies...  ...paid; a robust wellness program with financial incentives. In addition, PNC generally... 
    Risk
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Charlotte, NC
    6 hours ago
  • Overview Merrill Wealth Management is a leading provider of comprehensive wealth...  .... Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net...  ...objectives, resources, time horizon, risk profile, and preferences Balance investment... 
    Risk
    Interim role
    Immediate start
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    3 days ago
  •  ...support position to prepare Lead Advisors for client meetings....  ...development of comprehensive tailored financial plans by gathering client...  ...investment/allocation management, risk evaluation and cash flow...  ..., Investment management, wealth/estate management, or a related... 
    Risk
    Local area
    Immediate start

    Aspire Private Capital

    Charlotte, NC
    26 days ago
  • $175k - $210k

     ...professional to join AssetMark’s Wealth Solutions team as a Senior...  ...who enjoys staying close to advisors and clients while also coaching...  ...to a team of advanced planners. If you thrive in complex planning...  ...and delivery of comprehensive financial planning and estate... 
    Full time
    Work at office
    Flexible hours

    AssetMark

    Charlotte, NC
    3 days ago
  • A global wealth management leader in Charlotte, NC is looking for a professional to design, implement, and monitor client portfolios....  ...The ideal candidate should have 7-10 years of experience in the financial sector, possess necessary licenses such as Series 7 and 66, and... 
    Flexible hours

    UBS

    Charlotte, NC
    4 days ago
  • A leading financial technology company in Charlotte seeks a Senior Wealth Strategist to provide customized wealth planning for high-net-worth clients. The role combines...  ...diverse benefits. Join a company committed to advisor success and innovation. #J-18808-Ljbffr AssetMark
    Full time

    AssetMark

    Charlotte, NC
    3 days ago
  •  ...and Annuity Association of America in Charlotte, North Carolina, seeks a Wealth Planning Strategies professional to partner with high-net worth clients. This role involves understanding financial objectives, developing tailored strategies, and delivering exceptional financial... 

    Teachers Insurance and Annuity Association of America

    Charlotte, NC
    2 days ago
  •  ...Associate Financial Relationship Advisor In Wealth And Investment Management Wells Fargo is seeking an Associate Financial Relationship Advisor in Wealth...  ...advice and counsel consistent with client goals and risk tolerance with a focus on prospective Wells Fargo clients... 
    Risk
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Charlotte, NC
    2 days ago
  • Overview Position Title: Market Executive - Wealth Management. Reports to: Managing...  ...WM team members to ensure achievement of financial goals and business plan results within the...  ...responsibility and the accountability to serve as risk managers for their businesses by... 
    Risk

    First National Bank

    Charlotte, NC
    1 day ago
  • $34k - $63.5k

     ...success. As a Trader Associate within PNC Wealth Management, you will be based in...  ...customized customer solutions. Managing Risk - Assessing and effectively managing all...  ...Relationship Building, Competitive Strategies, Financial Modeling, Go-to-Market Strategies, Meeting... 
    Risk
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Charlotte, NC
    2 days ago
  •  ...This job is responsible for defining the Financial Advisor and Advisor team's overall investment...  ...responsibilities include ensuring client goals and risk profiles are aligned with the chosen...  ...and understanding of the suite of Wealth Management products and services Strong... 
    Risk
    Work from home
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    5 days ago
  •  ...Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals...  ...based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth,... 
    Risk
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    2 days ago
  •  ...Chemistry or Biology, alongside 3-5 years of relevant experience. Responsibilities include monitoring regulatory requirements, conducting risk assessments, and coordinating compliance testing across teams. Ideal candidates possess strong analytical skills and experience with... 
    Risk

    DSJ Global

    Charlotte, NC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor: Risk & Wealth Planner. Be the first to apply!