Financial Consultant - Charlotte, NC
Fidelity Investments
Job Description:Note: Fidelity will not provide immigration sponsorship for this position.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
- ...Entry Level – Financial Advisor - NC, Charlotte (3623) ( PIN_42276 ) Primary Location : UNITED STATES-NC-Charlotte Organization : Equitable... ...recommendations and guidance Product and Service Consultation : Discuss financial products and services tailored to...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$50k - $60k
...customers reach their homeownership and financial goals. Founded in 2000 and based in... ...work remotely but needs to live in the Charlotte, NC area. \n \n Responsibilities: \... ...class customer service and respectful, consultative guidance to your clients. \n \n \n...SuggestedLive inRemote workFlexible hours- ...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 primary...SuggestedContract work
- ...Description Growth Advisor - Federal Retirement Planning | Charlotte, NC (Virtual) \n Most advisors build a book from a cold list.... ...its practice around a simple philosophy: Empowerment Through Financial Education. \n \n That philosophy has grown into a community...Suggested
$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...SuggestedFull timeSummer workWork at officeLocal areaImmediate startRemote workFlexible hours$225k - $330k
...Counsel represents a prestigious AmLaw firm seeking a mid-level Corporate Finance Associate to join its Charlotte or Pittsburgh office. Locations: Charlotte, NC | Pittsburgh, PA Experience: 3–5 Years Compensation: $225,000–$330,000 This is an excellent...Work at office$145k - $165k
Lead Technical Accounting Advisor (Charlotte, NC (Hybrid) or Remote)Where you'll work: Our flexible... ...accounting principles (SAP), reviewing financial statement disclosures and assisting... ...in public accounting, auditing or consulting to the life insurance industry. Certified...Remote jobTemporary workWork at officeFlexible hours$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 timeFor contractorsLocal areaFlexible hours$100k
...Job Description Tristate Financial Advisors provides the ability to create your own financial success through helping clients enjoy... ...them track their progress over time \n Provide ongoing consultation and support \n \n \n TFA is different from other firms for...Permanent employmentWork at officeLocal area$30.76 - $37.6 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...relationships through proactive outreach, structured discovery, consultative selling, and disciplined follow-through. The role translates...Temporary workLocal area- ...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 startAfternoon shift
- ...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 startAfternoon shift
- ...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 startAfternoon shift
- ...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 timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...of our commitment, we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term... ...success. Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs...Shift workDay shift
- 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
- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
- ...Partner with Solutions Engineers, RevOps, and a world-class channel ecosystem, including 700+ active broker relationships and financial services firms in a GTM team-selling environment, so you are never building alone. Own your pipeline with rigorous forecasting,...Full timeContract workPart timeInternshipLocal area
- ...guidelines, FAQs and the Compass Employee Referral Policy, email ****@*****.***. Job Summary The Senior Financial Analyst plays a key role in budgeting, forecasting, and analysis of fringe defaults. This position is responsible for developing...Contract workLocal areaFlexible hours
- ...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 Representatives...Contract workFor contractorsWork at office
- ...Organization : Name CENTRAL CAROLINA NC Default: Location : City CHARLOTTE Overview The purpose of the Financial Representative is to meet the needs of middle-income... ...all appointments using Western & Southern Life consultative practices and processes. Effectively sells...Work at officeLocal area
- ...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 workInternship
$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 timeSummer workInternshipSummer internshipWork at officeWork visa- ...Float Personal Banker 1 - Central Charlotte Area Make banking a Fifth Third better We... ...will be expected to travel to various Financial Centers within the market. Responsible... ...on our 53.com Careers page or by consulting with your talent acquisition partner....Work at office
- ...floating holidays, prorated based on start date) ~ Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial...Local areaMonday to Friday
- ...At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
$70.35k - $196k
As a Workday Financials Integrations Developer Consultant, your primary responsibilities may include: Lead the design of integrations from point to point... ..., Corp; Los Angeles, 6181 W Centinela Ave, Corp; Charlotte, 1120 S Tryon St., Corp; Walnut Creek, 1255 Treat Blvd...Full timeWork experience placementLive inWork at officeLocal area- Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking... ...outcomes and enrich the employee experience.SummaryLocation: Charlotte, NC; Dallas/Ft. Worth, TX; Malvern, PA; Scottsdale, AZType: Full...Full timeWork at officeLocal areaRemote workRelocationMonday to Friday
$30 - $32 per hour
...firms \n Investment firms \n Wealth management firms \n Financial advisor support environments \n \n ✅ Strong customer... ...Client Service Specialist - Complaint Resolution \n Location: Charlotte, NC 5 W. W.T. Harris Blvd.) \n Pay Rate: $30-$32/hr \n...Contract workRemote workMonday to Friday$30 - $32 per hour
...brokerage firms Investment firms Wealth management firms Financial advisor support environments ✅ Strong customer service and... ...Service Specialist - Complaint Resolution Location: Charlotte, NC 5 W. W.T. Harris Blvd.) Pay Rate: $30-$32/hr Duration:...Contract workRemote workMonday to Friday
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