Wealth Advisor: Licensing Path, Mentorship & Growth

Equitable Advisors LLC

A financial services company in Charlotte is looking for a Financial Professional to engage clients, develop financial strategies, and provide tailored product consultations. The ideal candidate will hold a Bachelor's degree and relevant FINRA licenses. This role offers a flexible schedule, comprehensive training, and the opportunity for professional growth, including access to mentorship and leadership development. An inclusive culture focused on social impact is promoted within the company. #J-18808-Ljbffr

Apply

Vacancy posted 14 hours ago

Similar jobs that could be interesting for youBased on the Wealth Advisor: Licensing Path, Mentorship & Growth in Charlotte, NC vacancy

Financial Advisor Trainee: Licensing & Growth Path
Ameriprise Financial Services, LLC is seeking a Financial Advisor Trainee in Charlotte, North Carolina. This role offers comprehensive training and licensing support, allowing you to engage with clients while obtaining essential financial licenses. Ideal candidates will...
Suggested
Traineeship
Ameriprise Financial Services, LLC
Charlotte, NC
3 days ago
Certified Financial Planner
$75k - $95k
...salaried position. It offers early-career financial advisors a fast-track path to growth through hands-on mentorship, access to established client relationships, and... ...Candidate Profile ~ Holds Series 7 and 66 licenses ~13 years of financial services experience ~...
Suggested
Full time
Relocation
Relocation package
MBC Talent Connections
Charlotte, NC
3 days ago
Entry Level - Financial Advisor - NC, Charlotte (3623)
...Entry Level – Financial Advisor - NC, Charlotte Primary... ...Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role... ...for continuous learning Mentorship : opportunities for joint... ...ambition Professional Growth : encouragement to pursue...
Suggested
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors LLC
Charlotte, NC
3 days ago
Senior Wealth Advisor - Elite Planning & Growth
...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...programs provides an opportunity for enhanced lead flow and growth for our Advisors. Responsibilities Build and manage a book of...
Suggested
Beacon Pointe
Charlotte, NC
3 days ago
Financial Advisor in Training - Charlotte
...Ameriprise Personal Wealth Group Advisor Pathway Program... ...a job-it's a career path designed for individuals... ...structured training, mentorship, and support every step... ...Comprehensive Training & Licensing Support We'll help... .... Career Growth & Professional Development...
Suggested
Full time
Part time
Traineeship
H1b
Work at office
Immediate start
Work from home
Visa sponsorship
1 day per week
Ameriprise Financial
Charlotte, NC
1 day ago
Financial Services Advisor — Flexible Schedule & Growth
...solutions. The desired candidate should have an active Life & Health license or the ability to obtain one quickly. Strong communication... ...offers potential for a competitive salary, flexible schedule, and a path for advancement. #J-18808-Ljbffr Phil-Champion---State-Farm-...
Flexible hours
Phil-Champion---State-Farm-Agent
Belmont, NC
3 days ago
Wealth Advisor | Uncapped Earnings & Growth
$100k
Tristate Financial Advisors in Charlotte, NC, is seeking motivated individuals to join as financial advisors. No prior finance experience... ...earn over $100,000 in their first year, and significant career growth opportunities are available. Comprehensive training will be...
Tristate Financial Advisors
Charlotte, NC
1 day ago
Financial Advisor: Growth, Equity & Ownership (Hybrid/Remote)
...financial advisory firm seeks a Financial Advisor - Business Development to expand and... ...portfolio. This role offers substantial growth opportunities with an advisor-first structure... ...-3 years of experience, active financial licenses, and a proven track record of revenue generation...
Remote job
MBC Talent Connections
Charlotte, NC
1 day ago
Financial Growth Advisor (Remote) | High Earnings
...involves addressing members' financial needs, demonstrating local leadership, and contributing to office growth. Candidates should be able to obtain proper state licensing, have a competitive spirit, and pursue SIE and Life/Health certifications. The position offers...
Remote job
Work at office
Local area
Work from home
Mays Region - Modern Woodmen of America
Charlotte, NC
20 hours ago
Financial Consultant
...A Career in the Financial Sector Mentorship and Personal Development Our Services... ...whichincludes: Acquiring Your Life and Health License Attending Virtual Trainings and... ...Investments Leadership Skills /Wanting Growth Great People Skills and Public...
Full time
Part time
Remote work
Work from home
10 hours per week
Day shift
Afternoon shift
Dream Capital Financial
Charlotte, NC
1 day ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...financial planning. On your path to becoming a financial... ...client-building and obtaining licenses. Our award-winning training programs... ...—including investments for growth, insurance for protection, and...
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Belmont, NC
1 day ago
Financial Advisor
...Financial Advisor Opportunity Vanguard is seeking talented Financial... ...personal and professional growth. Qualifications: ~1... .... ~ SIE, Series 65/66 licenses required. ~ This job requires... ...excel in your role. • Career Pathing: We provide clear career...
Vanguard
Charlotte, NC
11 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual... ...financial planning. On your path to becoming a financial... ...building and obtaining licenses. Our award-winning... ...including investments for growth, insurance for... ...and Northwestern Mutual Wealth Management Company® (NMWMC...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Charlotte, NC
1 day ago
Financial Advisor
...Description Financial Advisor Jobs at First Command:... ...or next step on a path to financial security.... ...entrepreneurship, and professional growth come together. Your... ...banking Investments/wealth management Insurance... ...Training and licensing support: ~ First Command...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Charlotte, NC
1 day ago
Loan Officer
...financial stability, professional growth, and high earning potential for... ...designed to take you from beginner to a licensed Loan Sr. Officer with a structured path that includes :... ...deliver world-class service. Expert Mentorship : Gain insights from experienced...
Full time
Work at office
New American Funding
Charlotte, NC
4 days ago
Licensed Financial Services Representative
$29 - $31 per hour
...Licensed Financial Services Representative Already licensed? Bring your Series 6 or 7 to a role where you can make a greater impact.... ...maintain. Just meaningful work, a structured environment, and a clear path forward. Licensed candidates move to our hybrid schedule...
Hourly pay
Contract work
Work at office
Immediate start
Flexible hours
1 day per week
Pacific Life
Charlotte, NC
3 days ago
Growth-Minded Financial Advisor - Team-Driven
$150k
The Well, a growing wealth management firm in Charlotte, NC, is seeking a Financial Advisor. This role offers a team-based approach alongside a lead advisor, allowing... ...client-first mentality. Flexible PTO and long-term growth opportunities are also provided. #J-18808-...
Flexible hours
The Well
Charlotte, NC
4 days ago
Wealth Advisor, Flexible Affiliation - Remote
$215k - $400k
...here may be the thing slowing down your next stage of growth. This opportunity is for planning‑led Wealth Advisors who want more room to serve clients their way... ...250M in portable AUM Series 7 for dual affiliation path CFP, CFA, CPA, ChFC, CIMA, or similar credential RIA...
Full time
Second job
Local area
Remote work
Flexible hours
Urrly
Charlotte, NC
15 hours ago
Financial Consultant (Remote Eligible)
$52k - $64k
...We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility... ...in performance/goal-oriented roles, ideally in asset growth and retention. Current FINRA licenses and/or ability to successfully obtain FINRA 7 & 63 registrations...
16 hours
Full time
Temporary work
Work experience placement
Casual work
Work at office
Local area
Remote work
Work from home
Work visa
Flexible hours
RemoteWorker US
Charlotte, NC
4 days ago
Loan Solutions Specialist: Growth, Impact, and Career Path
A leading financial services company in Charlotte, NC, is seeking Loan Sales Specialists who empower customers by providing fast and affordable financing. This role thrives in a competitive atmosphere, requiring multitasking and customer engagement throughout the loan process...
OneMain Financial
Charlotte, NC
9 hours ago
Consumer Loan Specialist: High Earning Potential & Growth Path
$32k
A growing financial services company is seeking a Consumer Loan Specialist in Matthews, NC to originate loans and ensure a positive customer experience. The role offers a competitive salary of $32,000 per year plus an uncapped monthly bonus average of $8,000. Applicants...
Republic Finance, LLC
Matthews, NC
4 days ago
Financial Consultant (Remote Eligible)
$52k - $64k
...environment, and fluid career paths. We not only encourage but celebrate... ...our growing Empower Personal Wealth sales team, providing support... ...inside sales Current FINRA licenses and/or ability to successfully... ...plan environment A growth mindset to meet company and team...
16 hours
Full time
Temporary work
Work experience placement
Casual work
Work at office
Local area
Remote work
Work from home
Work visa
Flexible hours
RemoteWorker US
Pineville, NC
4 days ago
Remote Financial Advisor Purpose-Driven Growth
...financial services organization seeks a Remote Virtual Financial Advisor in Charlotte, North Carolina. The role focuses on engaging... ...degree. This opportunity offers competitive pay, numerous benefits, and training support in obtaining necessary licenses. #J-18808-Ljbffr...
Remote work
Thrivent Financial
Charlotte, NC
3 days ago
Wealth Advisor
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities... ...Management Firm. ~ The series 65 license is required for the position; however,... ...an industry leader: Be part of a high-growth firm that is passionate for what's next....
Full time
Work at office
Local area
Remote work
Flexible hours
Aprio
Charlotte, NC
16 days ago
Structured Finance/Securitization Associate
...level deal work in a collaborative environment with strong mentorship and growth opportunities. Practice Focus Structured Finance & Securitization... ...strongly preferred) ~ Strong academic credentials ~ Licensed in NC or eligible for admission Work Environment ~...
Full time
Work at office
Local area
Relocation
Visa sponsorship
Relocation package
Weekend work
Bryant Staffing Solutions
Charlotte, NC
3 days ago
Private Wealth Advisor
...Cincinnati has an opening for a Private Wealth Advisor (PWA). This is an exclusive opportunity... ...Wealth Advisor is responsible for growth through internal and external sales and... ...preferred. Also helpful is National Mortgage Licensing System (NMLS) registration....
Temporary work
Work experience placement
Work at office
Local area
Remote work
Flexible hours
3 days per week
Professions
Charlotte, NC
2 days ago
Private Wealth Advisor
...Private Wealth Advisor The Private Wealth Advisor provides world-class service to team's... ...team members, ensuring their on-going growth and development. Hiring Locations:... ...Financial Advisor. Certifications, Licenses and Registrations: Certified Financial...
Work at office
Local area
Night shift
Blue Trust
Charlotte, NC
1 day ago
Wealth Advisor III
...Wealth Management Advisor Serve as primary relationship advisor for high net worth and ultra-high... ...from time to time. Meet revenue growth, profitability and client retention goals... ...Required ~ FINRA: Maintains proper licenses including Series 7, Series 66, the Securities...
Work at office
Local area
SunTrust Investment Services, Inc.
Charlotte, NC
1 day ago
Senior Wealth Advisor
...financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our... ...financial well-being. Professional Growth: Benefit from a workplace that prioritizes... ...a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state,...
Work at office
Local area
Remote work
Relocation
Monday to Friday
Vanguard Group, Inc.
Charlotte, NC
1 day ago
Private Wealth Advisor
...financial decisions, fostering growth and success. They value... ...environment. In their Private Wealth Management division, significant... ...are being made to expand the advisor team and enhance client... ...role requires National Mortgage Licensing System (NMLS) registration under...
Professions Inc
Charlotte, NC
20 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor: Licensing Path, Mentorship & Growth. Be the first to apply!