Independent Senior Financial Advisor — High-Touch Wealth
First-Command-Financial-Services
First Command Financial Services is seeking a Senior Financial Advisor in Charlotte, North Carolina. This role is ideal for experienced professionals who can guide military families towards financial security through personalized advice and strategies. You will build and deepen client relationships, focusing on trust and high-touch service. The successful candidate should have over 5 years of experience in financial services and a proven record in engaging the military community. This independent contractor position offers flexible hours and unlimited income potential based on your performance. #J-18808-Ljbffr First-Command-Financial-Services
$116.2k - $212.9k
...in serving the global financial services marketplace and... ...and Capital Markets, Wealth and Asset Management,... ...review to the partner or senior manager – and consult... ...as well as working independently. Detailed oriented performer... .... EY focuses on high-ethical standards and...SuggestedWork experience placementSummer holidayLocal areaFlexible hours- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...role partners closely with high-net-worth individuals and families... ...to develop personalized financial strategies and help clients... ...Background in a wirehouse, independent broker-dealer, bank, or RIA...Senior
- A leading financial services firm is seeking a Private Wealth Advisor in Charlotte, NC, to manage relationships with high-net-worth clients and develop new opportunities. The ideal candidate has a Bachelor’s degree in Finance or a related field, CFP® designation, and over...Suggested
- ...provide comprehensive banking solutions for high net worth clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth... ...candidate will have at least 8 years in Financial Services Relationship Management, solid client...Senior
$124k - $335k
...Industry/Sector Asset and Wealth Management Specialism... ...Practice Management Level Senior Manager Job Description & Summary... ...tax strategies for our Financial Services clients. Your insights... ...sound judgment, and developing high-performing, diverse, and inclusive...SeniorH1bLocal area$90k - $360k
Curvion Blue in Charlotte, North Carolina, is seeking experienced High Ticket Closers for an Independent Contractor role. Candidates should excel in consultative selling, understand business growth fundamentals, and be able to build trust with founders and executives....SeniorRemote jobFor contractorsFlexible hours- ...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...Senior
$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...Up to 20% A career in our Financial Services Tax practice, within... ...now and in the future. As a Senior Manager, you'll work as part... ...problems Serve as a strategic advisor, leveraging specialized...SeniorFull timeH1bLocal areaOverseas- ...specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA),... ...experience, including creating and customizing financial plans and portfolios for clients.... ...clients in the financial services industry highly preferred In addition to the salary...SeniorWork at office
- ...in Charlotte, NC is looking for an Audit Manager to evaluate and improve the quality of internal audits. The role involves managing high-risk audits and developing strategic audit reports. Ideal candidates will have a Bachelor's degree in accounting or business, along...Senior
$62.5k - $87.5k
...Association of America is looking for a Wealth Client Relationship Manager in Charlotte,... ...role involves managing relationships with high-net worth clients, delivering exceptional... ...service, and supporting the implementation of financial plans. Candidates should have at least 2...Senior- ...Attorney to join their sophisticated private client practice in Charlotte. The ideal candidate will advise high-net-worth clients on complex estate planning, wealth preservation, and trust administration matters. This role requires strong technical knowledge, exceptional...SeniorPrivate practice
- ...This job is responsible for defining the Financial Advisor and Advisor team's overall investment... ...knowledge and understanding of the suite of Wealth Management products and services Strong... ...Planning Minimum Education Requirement High School Diploma / GED / Secondary School...Work from homeShift workDay shift
$200k
Dexian seeks an experienced Senior Certified Financial Planner (CFP) to manage and grow an affluent client portfolio. The role includes comprehensive financial planning, wealth management solutions, and relationship management. The ideal candidate will have strong financial...Senior- First National Trust Company is seeking a Wealth Advisor in Charlotte, NC, primarily responsible for driving new revenue in Wealth Management... ...and communication skills, at least 5 years of experience in financial services, and a valid driver's license. A BA or BS degree is...Senior
- Charles Schwab in Charlotte, North Carolina, seeks a Sr. Manager, Wealth Advisor to join its Wealth Advisory team. This role entails directly... ...environment. You will leverage a broad array of financial products to address clients' complex portfolio needs while fostering...SeniorWork at office
- NACBA is seeking a Senior Credit Underwriter in Charlotte, North Carolina... ...credit underwriting for ultra-high-net-worth clients. This role includes conducting financial analysis, evaluating credit risks... ...years of experience in private wealth management credit or commercial...Senior
- A leading financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing their wealth. The ideal candidate will possess over six years of experience in Private Banking or Financial Services, focusing...Senior
- A leading financial institution in Charlotte is seeking a Financial Advisor to work with high-net-worth individuals. You will develop relationships, assess financial goals, and deliver comprehensive recommendations. Candidates must hold Series 7 & 66 licenses and have experience...
- Overview At CG Financial Services, we help successful individuals and... ...build, protect, and transfer wealth through comprehensive and... ...support the growing demand for high-touch, sophisticated advice. Our culture... ...growth-minded Private Wealth Advisor for our Charlotte office....Work at office
- ...Tax Manager, High Net Worth Charlotte, North Carolina, United... ...planning, savings strategies, and wealth preservation solutions... ...designated clients, delivering a high touch, advisory focused experience.... ..., and reviewing the work of staff and senior associates...Work at officeLocal area
- ...partnering with a leading Advice & Wealth Management organization to... ...point of contact for ultra-high-net-worth (UHNW) self-directed... ...deepen client trust, guide complex financial decisions, and strategically... ...delivering a consistent, high-touch experience. Build trust and...Relocation package
- Senior Financial Advisor - Experienced Professionals Join the mission. Coach... ...elevate their impact. This independent contractor role offers the... ...grow your business through a high-touch, consultative approach.... ...goals across all stages of wealth—accumulation, preservation...SeniorFor contractorsLocal areaFlexible hoursShift work
- A financial services firm in Charlotte, NC is seeking a Tax Manager to oversee tax preparation and planning for high-net-worth individuals and trusts. The role requires a CPA and at least 5 years of public accounting experience. Responsibilities include managing client...SeniorFull timeWork at office
$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...You will review and analyse financial data, prepare and file tax returns... ...Firm's code of conduct, and independence requirements. The... ...increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeH1b$100k - $120k
...our passion for helping investors build wealth through real estate with cutting edge technology... ...apply their expertise to influence all high‑value operating decisions with the goal... ..., and ad hoc analysis Produce financial reports and maintain models for lender tape...SeniorLocal areaRemote workHome officeVisa sponsorship$77k - $214k
...Industry/Sector: Asset and Wealth Management Time... ...review and analyse financial data, prepare and file... ...code of conduct, and independence requirements. The Opportunity... ...tax solutions. As a Senior Associate you will... ...technical business advisor Demonstrating familiarity...SeniorFull timeH1b- ...purpose to help make financial lives better... ...responsibilities include independently managing low-... ...Underwriter II (CUII) / Senior Credit Underwriter... ...with the Credit Advisor (CA) to develop... ...relationships with strategic wealth clients. This role... ...for ultra-high net worth clients-...SeniorWork at officeShift workDay shift
$175k - $200k
Senior Investment Specialist, AssetMark Investment... ...Description:**Assetmark Wealth Services develops... ...partner exclusively with financial advisors on the AssetMark platform... ...platform that serves independent financial advisors and... ..., proactive outreach, high-quality interactions,...SeniorRemote workFlexible hours$98.3k - $120.2k
...Company We’re a diversified financial services leader with... ...We are seeking a Senior Recruiter for Field and... ...field roles within our Wealth Management business across... ...supervision, risk functions, and advisor development programs.... ...dynamics to deliver high‑quality hires that...SeniorH1bLocal areaVisa sponsorship
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