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
$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....SuggestedRemote work- ...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...SuggestedWork at officeShift workDay shift
$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...SuggestedFull timeContract workTemporary workLocal area- ...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...SuggestedWork experience placementWork at officeLocal areaFlexible hours
$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$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 employmentFull timeWork at officeLocal area$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...- 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 timeFull time
- ...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
- ...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 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
$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- ...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
- ...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
- ...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 timeFull timeWork at office
- ...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 placementLocal areaImmediate startRelocation
- ...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 timeWork at officeRemote workRelocationMonday to Friday
- ...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 officeLocal area
- ...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 workFor contractorsWork at office
- ...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
$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- 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...
$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- ...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
$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 wageLocal areaRemote workFlexible hours3 days per week1 day per week- ...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 officeLocal areaNight shift
- ...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
- ...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 contractPermanent employmentContract workTemporary workImmediate start
$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- ...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 timeContract workWork at office
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