Experienced Financial Advisor (Charlotte)
Carolina Financial Group - Prudential Advisors
Experienced Advisors — Build Your Practice Your Way
You’ve already built a successful practice. The next chapter should give you more control, more support, and more room to grow — without starting over.
At Prudential Wealth Advisors, you can build under your own brand or operate under the Prudential name . Either way, you keep the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more!
What you get:
• Flexible branding — your identity, Prudential’s, or a hybrid
• A robust leads program and practice-building support so you’re not hunting every opportunity alone
• Dedicated transition support so the move is planned, funded, and as seamless as possible for you and your clients
• Open-architecture solutions, competitive payouts, and a full product platform
• Cash Balance Pension Plan , PESP 401(k), Deferred Comp , and medical/dental/vision
Making a move is a big decision. We treat it that way — with confidential conversations, transition packages, and a team that helps you land, not just join.
If you want more than another grid, let’s talk.
$90k - $105k
...Location: Charlotte, NC (In-office with Flexibility) Compensation: $90k-$105K depending... ...wealth management practice seeking an experienced Service Advisor to work closely with lead advisors and support the ongoing financial planning and relationship management needs...SuggestedPart timeWork at office- ...About the job We are looking for Experienced Advisors to join our Team You've built a successful practice and now you want more. At... ...making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as...Suggested
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is... ...business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired...SuggestedFull time
- ...National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...SuggestedWork at officeShift workDay shift
- ...Job Description We are looking for Experienced Advisors to join our Carolina Financial Group Team! \n \n You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients...SuggestedWorldwide
- ...Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...loans. Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills...Part timeWork at office
$90k - $105k
...Location: Charlotte, NC (In-office with Flexibility) Compensation: $90k-$105K depending... ...wealth management practice seeking an experienced Service Advisor to work closely with lead advisors and support the ongoing financial planning and relationship management needs...Work at office$100k
...Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial...Permanent employmentFull timeWork at officeLocal area- ...Relationship Banker - Charlotte Central Market Charlotte, North Carolina;Charlotte, North Carolina; Charlotte, North Carolina; Charlotte... ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this...Work at officeFlexible hoursShift workWeekend workDay shift
$75k - $125k
...Financial Advisor/Planner About the Job Are you a caring and energetic individual with attention to detail that loves customer service... ...while also meeting with clients on a weekly basis. We desire an experienced, patient, organized and efficient person who is willing to...Full timeWork at officeMonday to Friday$80k - $120k
...Financial Advisor We are seeking an experienced Financial Advisor to join a collaborative wealth management team. This individual will take ownership of client relationships, provide comprehensive financial planning guidance, and work closely with internal and external...- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...impact. Join us! Job Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$50k - $60k
...experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed... ...and loan terms. Can work remotely but needs to live in the Charlotte, NC area. Responsibilities: Review each loan file to...Live inRemote workFlexible hours- ...Personal Banker Associate I - Charlotte East Make banking a Fifth Third better We connect great people to great opportunities. Are... ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...Work experience placementWork at office
$30 - $32 per hour
...Registered Financial Services Representative Pacific Life is hiring Registered Financial Services Representatives in Charlotte, NC to serve as a trusted resource for policyholders and financial professionals navigating meaningful financial moments. This is a fully...Contract workWork at officeImmediate startFlexible hours1 day per week- ...independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you'll be part of a community... ...SIPC. Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone: (***) ***-****. Financial Services...Full timeContract workFor contractorsWork at office
$80k - $95k
...Associate Financial Advisor – Financial Services Firm Location: Belmont, NC (On-site, Full-time) Work Environment: On-site Role Summary... ...deliver an excellent client experience Work alongside experienced advisors, gradually assuming greater responsibility Meet...Full timeImmediate start- ...Experienced Mortgage Loan Processor Reliance First Capital, a dynamic and leading mortgage banker, is seeking an experienced mortgage loan processor to join our organization. Position Overview The loan processor will work in support of and in conjunction with...Work at office
- ...Who We Are A Fortune 500 financial services corporation, with a heritage spanning nearly a century and a half, specializes in a comprehensive suite of investment, insurance, and retirement solutions. Catering to a diverse clientele that ranges from individual investors...Full time
- ...Overview Financial Assistance Advisor This position will work at ECPI University's Charlotte, NC campus location. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals...Work at office
- ...the close. On-Site Operational Support: A dedicated, local Charlotte operations team handles your files from submission to closing.... ...Customer Advisement: Analyzing and guiding borrowers through complex financial processes and recommending the right mortgage program to meet...Hourly payLocal areaImmediate start
$120k
...Job description: Growing national law firm, is seeking an experienced Transactional Lawyer for its Financial Services practice in our Charlotte office. Preferred candidates would have one to three years of commercial lending or other transactional experience and...Temporary workWork at officeRelocationRelocation packageFlexible hours$64.2k - $116.4k
...Houston, Nashville, Phoenix, Tampa, Charlotte, Chicago and Jacksonville... ..., timely and insightful financial and operational information/advice... ...In the Engagement Business Advisor (EBA) – Senior Associate role, you will be an experienced, finance professional within the...Contract workWork experience placementSummer holidayWork at officeFlexible hours- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Full timeLocal area
- ...Growth Advisor - Federal Retirement Planning | Charlotte, NC (Virtual) Most advisors build a book from a cold list. This role starts with an audience that... ...practice around a simple philosophy: Empowerment Through Financial Education. That philosophy has grown into a...Full time
- 4 Days Onsite | 1 Day Remote Duration: 12 months+ Location: Charlotte, NC $90-95/hr w2 only No 3rd parties or 1099 please. Job Description: Financial Crimes Officer 5 This assignment is specific to contingent resources: Consult as an expert to develop...Part timeWork experience placementWork at officeRemote work
$160k - $185k
...tax adjustment calculations for the Company’s investments for financial statement close and in connection with preparation of the Company... ...us recognition as one of the Healthiest Employers of Greater Charlotte. *Ranked by 2025 admitted assets. Best’s Review®: Top 200...Temporary workWork at officeLocal areaRemote workFlexible hours- ...Associate / Senior Associate, Finance Charlotte, NC | Full-Time Level placement (... ...acquisitions while supporting investor reporting, financial analysis, and strategic financing... ...execution. You'll collaborate with experienced finance and investment professionals while...Full timeContract workWork at office
- ...Job Description Grow with us! We are a Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their financial goals. Specific duties include meeting with...Permanent employment
- ...Job Description Job Description Description: At CG Financial Services, we help successful individuals and families build... ...We’re seeking a dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will manage and deepen relationships...Work at office
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