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

Aspiring Advisor Rotations: Licensing & Wealth

Jobleads-US

Teachers Insurance and Annuity Association of America seeks candidates for its Wealth Management & Advice Solutions Licensed Rotational Program. Over two years, you rotate through centers like National Contact Center and Retirement Solutions, gaining licenses and client-focused experience.

You’ll build skills in advisory services, wealth management, and regulatory requirements while contributing to client outcomes and business growth.

#J-18808-Ljbffr Jobleads-US
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Aspiring Advisor Rotations: Licensing & Wealth in Charlotte, NC vacancy
  •  ...customization, it empowers clients to achieve their financial aspirations both today and, in the years, to come. What You Will Be Doing...  ...you will complete a 90-day paid study program to obtain the licenses required when handling client’s accounts. Placement is... 
    Suggested
    Full time

    Associate Staffing

    Charlotte, NC
    1 hour ago
  • $140k - $175k

     ...Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify...  ...transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying,...  ...This position requires National Mortgage Licensing System (NMLS) registration under the terms... 
    Suggested
    Full time
    Work experience placement
    Local area

    US Bank

    Charlotte, NC
    1 day ago
  •  ...lives through expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina...  ...preferred.This job requires a Series 7, 63 or 66 regulatory license and/or registration (e.g. FINRA, state, SFC) as well as the SIE... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Charlotte, NC
    2 days ago
  •  ...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of...  ...63 (AG) and Series 65 (RA) required• Additional product licenses may be required Morgan Stanley• Strong leadership skills•... 
    Suggested
    Work experience placement

    Morgan Stanley

    Charlotte, NC
    4 days ago
  •  ...a difference - for us and for your future. Position Title: Wealth Advisor Business Unit: WM - FNTC Reports to: Market Executive...  ...Position: CTFA or CFP designation preferred Valid Drivers License Physical Requirements or Work Conditions Beyond... 
    Suggested
    Work at office
    Local area

    First National Bank

    Charlotte, NC
    2 days ago
  • $100k

     ...Tristate Financial Advisors provides the ability to create your own financial success through...  ...comprehensive financial planning and wealth management services to help them realize...  ...-related field Must obtain series licenses and qualify to be approved to be a Financial... 
    Permanent employment
    Full time
    Work at office
    Local area

    Tristate Financial Advisors

    Charlotte, NC
    2 days ago
  • As a Wealth Planning Consultant, Senior Specialist with Vanguard, you’ll be part of a team...  ...planning analysis. You will be a trusted advisor, bringing education and world-class...  ...financial services encouraged.Active Law License, CFP, or CPA preferred, as well as other... 
    Full time
    Work experience placement
    Work at office
    Remote work

    Vanguard

    Charlotte, NC
    5 days ago
  •  ...opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Ballantyne, Charlotte, NC...  ...Bachelors Certifications No Required Certification(s) Licenses FINRA Series 7 and 66 (or 63,65) required. Life and Health... 
    Full time
    Temporary work
    Part time
    Work experience placement

    Talentify.io

    Charlotte, NC
    1 day ago
  •  ...-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences. This...  .... This role requires National Mortgage Licensing System (NMLS) registration under the S.A.F... 

    Professions Inc

    Charlotte, NC
    a month ago
  • $30 - $32 per hour

     ...Qualifications ✅ Active FINRA Series 7 License OR ✅ Series 7 was active...  ...firms Investment firms Wealth management firms Financial advisor support environments ✅ Strong customer...  ...: Hybrid schedule (5 days onsite / 5 days remote rotation) Business Unit... 
    Contract work
    Remote work
    Monday to Friday

    Dexian

    Charlotte, NC
    2 days ago
  •  ...and support from industry experts. Why Join Us? · Unlimited Income Potential · Positively Impact Lives · Sponsorship of Licensing/Credentialing · Personalized Mentoring and Award-Winning Training · Support from a Fortune 500 Company · Financial Support for... 
    Full time
    Immediate start

    Northwestern Mutual

    Charlotte, NC
    1 day ago
  • Overview:Personal Wealth is transforming how investors access personalized financial advice. Vanguard's Personal Wealth division helps...  ...advisory support across this growing portfolio. As a trusted advisor to business leadership, the Risk Director will partner closely... 
    Full time
    Work at office

    Vanguard

    Charlotte, NC
    3 days ago
  •  ...interpersonal communication skills Job Expectations: • This position offers a hybrid work schedule. • Maintaining appropriate Client license(s) is required for ongoing employment in this position. Compliance with state law registration and licensing requirements is... 
    Ongoing contract
    Immediate start
    Remote work

    Mindlance

    Charlotte, NC
    1 day ago
  • $91.1k - $179.5k

    Position Summary Retirement & Wealth Provider Solutions ConsultantOur Human Capital practice is at the forefront of transforming the nature of work. As converging forces reshape industries, our team uniquely addresses the complexities of work, workforce, and workplace... 
    Local area

    Deloitte

    Charlotte, NC
    16 hours ago
  •  ...Business owner of a product, system or application of the Truist Wealth platform including but not limited to: account opening,...  ...to achieve operational efficiency, risk management, client and advisor experience, and asset and revenue goals. Coordinate with Subject... 
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist

    Charlotte, NC
    4 days ago
  •  ...broker-dealer platform and 529 businesses, serving millions of investors through a broad range of investment, trading, lending, and wealth-building capabilities. The division oversees a complex portfolio that includes equity, options, and fixed income trading platforms;... 
    Full time

    Vanguard

    Charlotte, NC
    3 days ago
  •  ...A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments, and provide comprehensive... 
    Work at office

    ADP

    Charlotte, NC
    5 days ago
  •  ...individuals and families nationwide with comprehensive, client-centered wealth management solutions. Based in Charlotte, NC, the firm focuses...  ...thoughtful planning in all aspects of its business. Wealth Advisor Location: Charlotte, NC Employment Type: Full-Time... 
    Full time
    Work at office

    Biltmore Family Office, LLC

    Charlotte, NC
    2 days ago
  •  ...advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the...  ..., Brex, Carta, and some of the largest RIAs in the country. Wealth management is a $545 billion industry still running on spreadsheets... 
    Work at office
    Remote work

    Savvy Wealth

    Charlotte, NC
    5 days ago
  •  ...you excel in your career while providing unlimited income potential through commissions and bonuses. Candidates should have a background in sales or client service and be ready to obtain necessary licenses. Join a dynamic team that values your success. #J-18808-Ljbffr... 

    Bankers Life

    Charlotte, NC
    4 days ago
  • $126.82k - $149.2k

     ...errors. Ensures the active identification, response and/or escalation of risks as appropriate.This role is specifically aligned to Wealth, Corporate, Commercial and Institutional Banking (WCIB) which includes business lines such as the Institutional Client Group, Commercial... 
    Full time
    Work experience placement
    Work at office
    Local area
    3 days per week

    US Bank

    Charlotte, NC
    3 days ago
  •  ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory...  ...'s disciplined approach to investing. As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing, deepening,... 
    Work at office

    Charles Schwab

    Charlotte, NC
    5 days ago
  •  ...their financial goals. Job Overview Wealth Advisors Group (WealthAG) is a group of...  ...~ Series 7 ~ Series 63 and 65, or 66 License ~1 years + of direct client experience...  ...us make a difference by turning life's aspirations into financial realities. Please log in... 
    Work experience placement
    Work at office
    Immediate start
    Work from home

    LPL Financial

    Charlotte, NC
    3 days ago
  • About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering...  ...initiatives.Partner with relationship managers, financial advisors, trust officers, and other specialists to deliver holistic wealth... 
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Charlotte, NC
    1 day ago
  • $30 - $32 per hour

     ...Qualifications \n ✅ Active FINRA Series 7 License \n OR \n ✅ Series 7 was...  ...\n Investment firms \n Wealth management firms \n Financial advisor support environments \n \n ✅ Strong...  ...schedule (5 days onsite / 5 days remote rotation)\n \n Business Unit... 
    Contract work
    Remote work
    Monday to Friday

    Dexian

    Charlotte, NC
    5 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will deliver tailored investment solutions, leveraging a broad product platform and partner referrals... 

    JPMorganChase

    Charlotte, NC
    5 days ago
  • $28k - $125k

     ...range is provided by Equitable Advisors. Your actual pay will be...  ...Equitable Advisors is a respected wealth management firm with a proven...  ...as help you navigate state licensing needs. Our entry level training...  ...with the needs, goals, and aspirations of those we serve. We strive... 
    Full time
    Temporary work
    Local area
    Remote work

    Equitable Advisors

    Charlotte, NC
    2 days ago
  •  ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory...  ...Schwab’s disciplined approach to investing. As an Associate Wealth Advisor , you’ll support 2-4 Wealth Advisors by servicing, deepening,... 
    Work at office

    Charles Schwab Corporation

    Charlotte, NC
    4 days ago
  •  ...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. The Director of...  ...(AG) and Series 65 (RA) required • Additional product licenses may be required Morgan Stanley • Strong leadership skills... 
    Full time
    Work experience placement

    Morgan Stanley

    Charlotte, NC
    1 day ago
  • $64.4k - $103k

     ...Advisor Position NFP, an Aon company, is a multiple Best Places to Work award winner in...  ...their most significant risk, workforce, wealth management and retirement challenges through...  ...industry experience. Certificates, Licenses, Registration: ~ Insurance Broker's license... 

    AON

    Charlotte, NC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Aspiring Advisor Rotations: Licensing & Wealth. Be the first to apply!