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

Financial Consultant - Charlotte, NC

Fidelity Investments

Fidelity will not provide immigration sponsorship for this position.Job Description:The RoleWorking in our Investor Center, you will engage face-to-face with your clients, providing mentorship and personalized planning, while helping expand the reach of the firm's brand. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.The Expertise and Skills You BringProven success in building relationships, uncovering needs, and recommending solutionsFINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hireAbility to present complex solutions to a knowledgeable client base while building rapport and credibilityDegree or equivalent experience and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you acquire oneAbility to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussionsCoachable, collaborative, and curious are key attributesCommitted to delivering an outstanding customer experience with a passion for seeing others thriveMotivated by results and finding solutions, takes initiative and exceeds customer expectationsExtensive knowledge of investment solutionsThe TeamFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!Fidelity’s Onsite Working ModelFidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.Certifications:Series 07 - FINRA, Series 66 - FINRACategory:SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.SummaryLocation: Charlotte, NCType: Full time

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Charlotte, NC in Charlotte, NC vacancy
  • $85k

     ...Job Description Financial Advisor – Federal Retirement Planning | Charlotte, NC (Hybrid) \n \n Most advisors build a book from scratch. This role starts with an audience that already knows us, and with data that points you to the people most likely to be ready.... 
    Suggested
    Remote work

    Walker Capital Preservation Group, Inc.

    Charlotte, NC
    2 days ago
  •  ...National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Charlotte, North Carolina To proceed with your application, you must be...  ...Grow your business knowledge by using a defined consultative approach with clients to systematically identify client... 
    Suggested
    Work at office
    Shift work
    Day shift

    Bank of America

    Charlotte, NC
    3 days ago
  • $70 - $80 per hour

     ...Akkodis is seeking a Oracle Cloud Financial Consultant f or a Contract job with a client in Jersey City, NJ ,Plano, TX, Charlotte, NC(Hybrid) . Ideally looking for applicants with a solid background in the financial services industry. Rate Range: $70-80/Hr; The... 
    Suggested
    Full time
    Contract work
    Temporary work
    Local area

    Akkodis

    Charlotte, NC
    2 days ago
  •  ...Entry Level – Financial Advisor Primary Location: United States-NC-Charlotte Organization Equitable Advisors is dedicated to making a positive impact...  ...recommendations and guidance Product and Service Consultation: Discuss financial products and services... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Equitable Advisors LLC

    Charlotte, NC
    2 days ago
  • $150k - $350k

     ...passion for helping clients. We're currently looking to expand to Charlotte, NC. Here’s where you come in: as part of our mission to help...  ...and works to establish Brighton Jones as their trusted financial advisor  Proactively develops and expands relationships within... 
    Suggested
    Full time
    Summer work
    Work at office
    Local area
    Immediate start
    Remote work
    Flexible hours

    Brighton Jones

    Charlotte, NC
    more than 2 months ago
  • $100k

     ...Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You...  ...helping them track their progress over time Provide ongoing consultation and support TFA is different from other firms for many reasons... 
    Permanent employment
    Full time
    Work at office
    Local area

    Tristate Financial Advisors

    Charlotte, NC
    1 day ago
  • $180k - $200k

     ...Job Description Job Description Finance, Bankruptcy & Restructuring Associate – Financial Services Location: Charlotte or Raleigh, NC  Direct Counsel is representing an Am Law 100 firm. An Am Law 100 firm is seeking a  mid-level Associate to join its Finance... 

    Direct Counsel

    Charlotte, NC
    24 days ago
  • This is a highly visible, consultative sales role for a financial professional who enjoys building relationships, uncovering client needs, and helping...  ...outcomes and enrich the employee experience.SummaryLocation: Charlotte, NC; Scottsdale, AZ; Malvern, PAType: Full time
    Full time

    Vanguard

    Charlotte, NC
    1 day ago
  •  ...current state, and define future state solutions. Lead client workshops to educate stakeholders and guide them through Workday Financials functionalities. Conduct working sessions with clients to gather, analyze, and document business requirements. Serve as the... 
    Contract work

    CEDENT

    Charlotte, NC
    more than 2 months ago
  •  ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent... 
    Immediate start
    Afternoon shift

    Testing Site - JPMC

    Charlotte, NC
    15 hours ago
  •  ...hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You...  ...and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust... 
    Immediate start
    Afternoon shift

    JPMorganChase

    Charlotte, NC
    15 hours ago
  • $75k - $110k

     ...Job Description Multi-Family RE Portfolio Manager – Charlotte, NC What is the opportunity? RBC Capital Markets – RBC Community...  ...equity for the assigned portfolio.  Expedite the receipt of financial and operational information from the lower tier partnerships... 
    Full time
    For contractors
    Local area
    Flexible hours

    Royal Bank of Canada

    Charlotte, NC
    more than 2 months ago
  •  ...DescriptionProSidian is a Management and Operations Consulting Services Firm focusing on providing...  ..., Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State...  ...generally located across the CONUS - Charlotte, NC Across The Mid Atlantic Region... 
    Full time
    Contract work
    Temporary work
    For contractors
    Work at office
    Remote work
    Flexible hours

    Prosidian Consultng

    Charlotte, NC
    1 day ago
  •  ...Banking & Finance Associate | Charlotte Leading National Law Firm | Banking & Finance An excellent opportunity for a Banking &...  ...firm in Charlotte. The team advises lenders, borrowers and financial institutions across a broad range of sophisticated financing transactions... 
    Full time

    HIA Legal

    Charlotte, NC
    2 days ago
  •  ...clients the best chance for investment success. We're seeking Financial Sales Consultants to build meaningful relationships with clients, help them...  ...enrich the employee experience.SummaryLocation: Malvern, PA; Charlotte, NC; Dallas/Ft. Worth, TX; Scottsdale, AZType: Full time
    Full time
    Work at office

    Vanguard

    Charlotte, NC
    2 days ago
  •  ...all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity...  ...and maintains good relationships with customers. Exhibits consultative skills to provide recommendations based on financial analysis... 
    Work experience placement
    Local area
    Immediate start
    Relocation

    Chase

    Charlotte, NC
    15 hours ago
  •  ...Certified Financial Advisor Apply ( locations Charlotte, NC time type Full time posted on Posted 5 Days Ago job requisition id 167241 Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP... 
    Full time
    Work at office
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Charlotte, NC
    2 days ago
  •  ...Organization : Name CENTRAL CAROLINA NC Default: Location : City CHARLOTTE Overview The purpose of the Financial Representative is to meet the needs of...  ...appointments using Western & Southern Life consultative practices and processes. Effectively sells... 
    Work at office
    Local area

    Western & Southern Life

    Charlotte, NC
    3 days ago
  •  ...independence and flexibility you value without being alone? As a Financial Advisor supported by The Pelora Group, you'll be part of a...  ...SIPC. Supervisory Office: 4350 Congress Street, Suite 300, Charlotte, NC 28209; Phone: (***) ***-****. Financial Services... 
    Contract work
    For contractors
    Work at office

    The Pelora Group

    Charlotte, NC
    15 hours ago
  •  ...Financial Advisor Vanguard is seeking Financial Advisors who are passionate about helping clients achieve their financial goals...  ...expertise. This Hybrid Role (in office Tues-Wed-Thurs) is based in Charlotte, NC, Dallas, TX, Scottsdale, AZ, or Malvern, PA (HQ).... 
    Work at office

    Hackajob

    Charlotte, NC
    3 days ago
  • $55k - $75k

     ...contributions truly matter. Location: Onsite | Charlotte, NC Compensation: $55-75K (hourly, non exempt)  Hours...  ...every stage of the enrollment funnel—from the initial consultation and presentation to financial documentation and final onboarding. Successful... 
    Hourly pay

    MyComputerCareer Inc

    Charlotte, NC
    6 days ago
  • Western & Southern Life in Charlotte is seeking a Financial Representative focused on helping middle-income clients with risk protection, financial security, and wealth creation. You will assess client needs and recommend suitable insurance and investment solutions while... 

    Western & Southern

    Charlotte, NC
    1 day ago
  • $175k

     ...investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to...  ...Sandler is currently seeking a 2027 Summer Associate in our Charlotte, NC office. Eligibility: Enrolled in a full-time MBA program... 
    Full time
    Summer work
    Internship
    Summer internship
    Work at office
    Work visa

    Piper Sandler

    Charlotte, NC
    15 hours ago
  •  ...Investment Banking Summer Associate Program - Charlotte, Consumer & Retail Group Opportunity ID...  ...limited to: Performing and reviewing financial valuation, discounted cash flow and...  ...December 2027 and June 2028. Charlotte, NC: Consumer & Retail Group Jefferies' Consumer... 
    Summer work
    Internship

    Jefferies

    Charlotte, NC
    4 days ago
  • $88k - $176k

     ...| Portland, Maine, United States of America | Charlotte, North Carolina, United States of America | Tampa...  ...individual to join our Government Healthcare Consulting team (GHC) at Marsh. The Government Healthcare Financial Consulting Manager partners with state governments... 
    Minimum wage
    Local area
    Remote work
    Flexible hours
    3 days per week
    1 day per week

    Mercer Consulting

    Charlotte, NC
    4 days ago
  •  ...Locations: Atlanta, GA Baltimore, MD Birmingham, AL Charlotte, NC Chicago, IL Columbus, GA Dallas/Fort Worth, TX...  ...2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Charlotte, NC
    3 days ago
  •  ...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

    ECPI University

    Charlotte, NC
    3 days ago
  •  ...Description About the Role As  Senior Employee Benefits Financial Underwriting Consultant  the organization needs your support analyzing...  ...risk and rating components Job Specs Location: Charlotte, NC. Hybrid schedule is available. \nCompany Description... 
    Long term contract
    Permanent employment
    Contract work
    Temporary work
    Immediate start

    Capstone Search Group

    Charlotte, NC
    2 days ago
  • $90k - $105k

     ...Location: Charlotte, NC (In-office with Flexibility) Compensation: $90k-$105K depending on experience Our client is an established...  ...to work closely with lead advisors and support the ongoing financial planning and relationship management needs of an established... 
    Work at office

    CMC Recruiting

    Charlotte, NC
    15 hours ago
  •  ...Associate / Senior Associate, Finance Charlotte, NC | Full-Time Level placement (Associate or Senior Associate) will be determined...  ...developments and acquisitions while supporting investor reporting, financial analysis, and strategic financing initiatives. If you enjoy... 
    Full time
    Contract work
    Work at office

    Grubb Properties

    Charlotte, NC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Charlotte, NC. Be the first to apply!