...Job Description Job Description Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term... 
Suggested

The Pelora Group

Charlotte, NC
16 days ago
 ...dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full...  ...· Active North Carolina and South Carolina Life Insurance License (Required) · Series 65/66 or equivalent (Required) ·... 
Suggested
Full time
Immediate start

A4 Wealth Advisors, LLC

Charlotte, NC
21 days ago
 ...to launch a career and not settle for just another job? Do you see yourself running a business complete with all the challenges, financial rewards, and personal satisfaction that such an enterprise can bring? If so, you owe it to yourself to consider a career with New... 
Suggested

New York Life

Charlotte, NC
a month ago
 ...Fortune 100 Company looking to grow our team of Financial Professionals in the Charlotte area. Career Description: Financial Advisors help clients identify and achieve their...  ...pay for sponsorship)Life & Health Insurance License not required (company will pay for sponsorship... 
Suggested
Permanent employment

New York Life

Charlotte, NC
23 days ago
 ...Description Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive,...  ...wealth management with you. Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella... 
Suggested
Remote job

Farther

Charlotte, NC
29 days ago
 ...o 3-5 years o 5+ years Education/Experience: Prior sales and/or customer service experience desired. Certificates and Licenses: √ Valid Driver’s License o Automobile Salesperson License Computer Skills: Intermediate knowledge of Microsoft Office... 
Suggested
Holiday work
Contract work
Work experience placement
Local area
Outdoor
Shift work
Afternoon shift

Hendrick Automotive Group

Charlotte, NC
8 days ago

$60k - $70k

Looking for a Registered Client Associate / Licensed Wealth Management Associate with at least 3 years of experience in financial services. Candidate must have the skill set,...  ...Associate will be to support the Financial Advisor/CEO in all details of a client's asset portfolio... 
Suggested
Full time
Local area
Day shift

Gpac

Charlotte, NC
a month ago
 ...Entrepreneurial If the answer is yes, consider becoming a Financial Professional Advisor to drive a positive impact in the lives of families every...  ...with your clients. As you work toward your securities licenses, you have the potential to take on even greater responsibility... 
Suggested

New York Life Charlotte

Charlotte, NC
a month ago
 ...Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Licensed Investment and Banking Advisor to join their team in the Charlotte area.   ABOUT ALLEGACY: Do you get a thrill out of helping people realize their... 
Suggested
Full time

Atria Wealth Solutions

Charlotte, NC
11 days ago
 ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection....  ...Business Overview Executive Advisory Services (EAS) is a team of advisors providing integrated goals-based wealth planning services to select... 
Suggested
Full time
Work experience placement
Remote job
Shift work
Day shift

Bank of America Corporation

Charlotte, NC
a month ago
 ...Description Financial Professional At New York Life, you're in control of your career...  ...LLC (member FINRA and SIPC), a Licensed Insurance Agency, and workplace solutions...  ...planning practice by becoming a Financial Advisor with our investment advisory affiliate Eagle... 
Suggested
Contract work
Local area

New York Life - Matthews

Charlotte, NC
2 days ago
 ...the mechanical operations of vehicles. Excellent interpersonal, customer service, and organizational skills. Certificates and Licenses: √ Valid Driver’s License o Automobile Salesperson License Computer Skills: Intermediate skills in Microsoft Office products... 
Suggested
Holiday work
Work experience placement
Local area
Shift work
Afternoon shift

Hendrick Automotive Group

Charlotte, NC
more than 2 months ago
 ...Description Job Description Description: The Senior Civic Advisor will play a crucial role in providing superior member...  ...Civic Advisor will be a part of the member's journey in exploring financial goals, building trust through operational soundness and becoming... 
Suggested

Local Government Federal Credit Union

Charlotte, NC
8 days ago
 ...Job Description Job Description Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day...  ...role, you should already have the appropriate licenses and deep knowledge of all the latest financial... 
Suggested
Full time
Remote job
Relocation
Monday to Friday

Stone Press Financial Group

Charlotte, NC
27 days ago
 ...independently, manage time effectively, and prioritize tasks. Proficiency in using CRM software and other sales tools. Valid driver's license and clean driving record. Why You'll Want to Work Here: Competitive commission-based salary Flexible vacation policy... 
Suggested
Local area
Work from home
Flexible hours

Legacy Service Partners

Charlotte, NC
2 days ago
 ...are enrolled. And, unlike most Medicare advisors who only search plans that pay them, Chapter...  ...-of-pocket medical costs and insuring financial stability in what should be the best...  ...environment ~ Active life and health license or desire to train and become a licensed... 
Remote job
Holiday work
Full time
Home office
Relocation bonus
Day shift

Chapter

Charlotte, NC
4 days ago

$65k - $75k

 ...Job Title: Financial Advisor Job Location: Charlotte, NC (Hybrid flexibility) Salary Range: $65,000 - $70,000 (plus uncapped commissions...  .... No Financial experience required - We will get you licensed and provide all of the resources and training you need to succeed... 
Full time

CyberCoders

Charlotte, NC
more than 2 months ago
 ...to provide peace of mind through end of life planning, and our Licensed Funeral Directors help us achieve this mission by bringing compassion...  ...Covid -19, we have updated the role of our Pre-Arrangement Advisors to include virtual presentations. Our Pre-Arrangement... 
Holiday work
Local area
Remote job

Service Corporation International

Charlotte, NC
4 days ago
 ...competent, capable, and committed business partners to become financial professionals and head into the field to provide services that...  ...Puerto Rico, or Canada during the initial for process. (Hiring-License) - Must be 18+ years old (This is a Federal Requirement) Job... 
Permanent employment
Full time
Part time
Remote job

Global Financial Impact

Charlotte, NC
4 days ago
Bankers Life®, a leading brand in the Financial Services industry, is seeking ambitious individuals...  ...freedom. - Obtain knowledge beyond licensed agent training through sponsored...  ...positions and career tracks to Financial Advisor, Wealth Management and Retirement Planning... 
Local area
Remote job
Flexible hours

Bankers Life

Charlotte, NC
5 days ago
 ...Job Description Job Description Financial Professional for Career Changers Do you...  ...industry! Our successful Entry-Level Financial Advisor candidate has a passion for developing...  ..., a valid FINRA Series 7 & 63/66 license is considered a plus Basic understanding... 

New York Life Charlotte

Charlotte, NC
7 days ago
 ...businesses we serve to make better and smarter financial decisions and enabling the communities...  ...significant investments to expand our advisor base and deliver an outstanding client...  ...position requires National Mortgage Licensing System (NMLS) registration under the terms... 
Holiday work
Temporary work
Work experience placement
Remote job
Flexible hours
3 days per week

U.S. Bank

Charlotte, NC
5 days ago
 ...enthusiastic individual to join our talented group as a New Home Advisor. Position Highlights: Responsible for selling homes...  ...Qualifications: Bachelors degree preferred. Real estate license, if required by state law. Minimum of 1-2 years of previous... 
For contractors
Local area

Tri Pointe Homes Holdings, Inc.

Charlotte, NC
2 days ago
 ...Job Description: Financial Services Representative Have a passion for helping people...  ...to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career...  ...we provide institutions and independent advisors with investment and technology solutions... 
Flexible hours
1 day per week

Fidelity TalentSource LLC

Charlotte, NC
3 days ago
 ...Waste Connections is now hiring an Financial Analyst in Charlotte, NC Tired of busy season and want more work-life balance? Do you have an entrepreneurial drive? Then make Waste Connections your career destination! We hire our Financial Analysts with the intent... 
Temporary work
Immediate start
Remote job
Flexible hours

Waste Connections

Charlotte, NC
2 days ago
 ...Description Do you have an entrepreneurial spirit? At Stone Press Financial Group, we do work that matters in a culture where people...  ...-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional... 
Full time
Internship
Remote job
Relocation
Monday to Friday

Stone Press Financial Group

Charlotte, NC
27 days ago
 ...Saving children.® Job Description As an Advisor - Area Development, you will be...  ...Responsibilities Attain and exceed financial and stewardship goals, as established by...  ...Suite and fundraising software. Driver's License: A valid driver's license is required for... 
Work from home

American Lebanese Syrian Associated Charities

Charlotte, NC
2 days ago
 ...and competitive positioning in prospecting discussions and sales pursuits Employ leading business development approaches and an advisor mindset to provide an authentic, customer-centric buying experience for customers Lead and drive customer pursuits from prospecting... 
Temporary work
Local area
Work from home
Flexible hours

Point B

Charlotte, NC
3 days ago
 ...Eagerness to learn: A proactive attitude towards gaining knowledge and skills. Requirements: Laptop or computer Life & Health license or willingness to obtain Excellent English language skills Basic computer skills Must reside in North America Powered... 
Full time
Remote job
Work from home
Flexible hours

American Income Life AO - Bruce Viaje

Charlotte, NC
5 days ago
 ...CPI Security, a leader in the security and automation solutions industry, is looking for a Sales Advisor to join our growing Inside Sales team at our incredible corporate headquarters in Charlotte, NC! This is more than "just a job" - it's your chance for a fulfilling... 
Hourly pay
Holiday work
Temporary work
Flexible hours
Shift work
Night shift

CPI Security

Charlotte, NC
4 days ago