Financial Advisor Jobs in Charlotte, NC | Glassdoor

Financial Advisor Jobs in Charlotte, NC

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  • 3.6
    Thrivent Financial – Concord, NC
    30+ days ago 30d+
    them create a financial strategy based on their values and what’s important to them. As a Thrivent Financial advisor, you become… of your ongoing guidance. What Thrivent Financial Offers At Thrivent Financial, we’ll support your goals and reward your success…
  • 3.7
    Mutual of Omaha – Charlotte, NC
    EASY APPLY
    19 days ago 19d
    Germany Realize Your Potential Being a Mutual of Omaha advisor is a challenging yet rewarding experience. Right away, you’… appetite for success and natural leadership ability Our best advisors make an impact with their clients and with their colleagues…
  • 4.5
    Sovereign Global Advisors – Charlotte, NC
    14 days ago 14d
    based Broker Dealer determined to provide Independent Financial Advisors with what they need in order to grow their business and… order to achieve this, we focus intently on providing our advisors all they need to succeed. Our mission is to create the framework…
  • 3.2
    Vanguard – Charlotte, NC
    3 days ago 3d
    meaningful contact as part of the Personal Advisor Services offer. As a Financial Advisor, you will be working closely with clients… companies and a recognized employer of choice, seeks a Financial Advisor to develop and maintain an ongoing partnership with a…
  • 3.6
    First Command Financial Services, Inc. – Charlotte, NC
    2 days ago 2d
    mission-driven men and women to join our Financial Advisor team. As a First Command Financial Advisor you will: Develop a… coaching and guidance from trusted Financial Advisors. As we continue to expand our Advisor force, we seek talented, mission-driven…
  • 3.6
    Edward Jones – Mint Hill, NC
    6 days ago 6d
    Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada… as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment solutions…
  • 3.2
    Vanguard – Charlotte, NC
    3 days ago 3d
    companies and a recognized employer of choice, seeks a Financial Advisor Associate to build ongoing relationships and provide portfolio… maintaining an in-depth understanding of financial planning, capital markets, and the financial services industry. Stays abreast of…
  • 3.4
    Bank of America – Huntersville, NC
    3 days ago 3d
    Corporation. The Team Financial Advisor (TFA) role is a specific functional role aligned to a Financial Advisor (FA) team for the… Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor…
  • 3.7
    Morgan Stanley – Charlotte, NC
    20 days ago 20d
    15,000 financial advisors. Our Financial Advisors deliver tailored solutions designed to help clients achieve their financial goals… elite training program and become Financial Advisors at Morgan Stanley. Our Financial Advisor Associate (FAA) program is comprised…
  • 3.3
    Medical Careers Institute – Charlotte, NC
    8 days ago 8d
    including documentation of financial status and personal interviews. Financial Assistance Advisors package financial aid according to government… lives. Position Summary: Financial Assistance Advisors are responsible for assessing the financial needs of students from a variety…
  • 3.6
    Edward Jones – Charlotte, NC
    24 days ago 24d
    Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada… as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment solutions…
  • 3.2
    Vanguard – Charlotte, NC
    3 days ago 3d
    maintaining an in-depth understanding of financial planning, capital markets and the financial services industry. Keep abreast of significant… philosophy and recommendations to assist clients to reach their financial goals. To work well within a collaborative team environment…
  • 3.7
    Merrill Lynch – Charlotte, NC
    3 days ago 3d
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors the most professional and client focused…
  • 3.0
    SunTrust Banks – Charlotte, NC
    17 days ago 17d
    Financial Advisor Associate - VA, NC, SC-W434637 Description Available Locations: Charlotte, Winston-Salem, Chapel Hill,… Roanoke, Warrenton, Richmond (VA). Greenville (SC) The Financial Advisor Training Associate role is a 24 month development program…
  • 3.3
    Dimensional Fund Advisors – Charlotte, NC
    Est. Salary $131k-$208k
    14 days ago 14d
    Director on the Financial Advisor Practice Management Team will be responsible for supporting Dimensional’s Advisor Benchmarking… s global Financial Advisor Services (“FAS”) clients. The Regional Director will report directly to the Head of Advisor Benchmarking…
  • 3.4
    Bank of America – Charlotte, NC
    1 days ago 15hr
    Lynchs financial advisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors the most professional and client focused…
  • 3.4
    AXA – Charlotte, NC
    Est. Salary $118k-$160k
    8 days ago 8d
    process for issuance of Financial Statements, exemption report SIPC report * Oversee AXA Advisors Finance Department's activities… Job Purpose The AXA Advisors Finance team performs the accounting and reporting for AXA Advisors, LLC a broker-dealer registered…
  • 3.6
    Edward Jones – Matthews, NC
    20 days ago 20d
    Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada… as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment solutions…
  • 3.8
    AXA Advisors – Charlotte, NC
    10 days ago 10d
    Assets Under Management • Preparation of AXA Advisors Financial Statements. • Perform key controls related to… The AXA Advisors Finance team performs the accounting and reporting for AXA Advisors, LLC a broker-dealer registered…
  • 3.0
    AXA Equitable – Charlotte, NC
    Est. Salary $94k-$128k
    11 days ago 11d
    Director - AXA Advisors Financial Reporting Director - AXA Advisors Financial Reporting NC, Charlotte Job… process for issuance of Financial Statements, exemption report SIPC report • Oversee AXA Advisors Finance Department's activities…
  • 3.6
    Edward Jones – Charlotte, NC
    21 days ago 21d
    Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada… as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment solutions…
  • 3.3
    Dimensional Fund Advisors – Charlotte, NC
    Est. Salary $131k-$208k
    25 days ago 25d
    Dimensional Fund Advisors’ investment capabilities, investment theory and performance to financial advisors, company conferences… growing team specializing in tax-qualified assets within the Financial Advisor channel, including retirement plans, 529 plans, foundations…
  • 2.7
    Scottrade – Charlotte, NC
    16 days ago 16d
    experience in sales, financial services or brokerage industry (preferred). You have in-depth understanding of financial tools, basic… with education, research and tools to help them reach their financial goals. As a result, we have experienced continued stability…
  • 3.0
    AXA Equitable – Charlotte, NC
    11 days ago 11d
    AXA Advisors Financial Reporting & Accountant (Internal Title: Manager) AXA Advisors Financial Reporting & Accountant (Internal… Broker-Dealer • Assist in the preparation of AXA Advisors Financial Statements. • Prepare weekly and monthly sales…
  • 3.6
    Edward Jones – Matthews, NC
    21 days ago 21d
    Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada… as you help them work toward their financial goals. What is the role of a Financial Advisor? Deliver personalized investment solutions…
  • 3.2
    TTI Floor Care North America Inc. – Charlotte, NC
    11 days ago 11d
    Position Mission Provide financial support to the Floorcare business with the objective of helping improve Sales and Margin… Sales & Margin Results - Variance Review 20% Review customer financial detail with Sales and Marketing teams 10% Support month-…
  • 3.4
    AXA – Charlotte, NC
    8 days ago 8d
    for Broker-Dealer * Assist in the preparation of AXA Advisors Financial Statements. * Prepare weekly and monthly sales reports… Job Purpose The AXA Advisors Finance team performs the accounting and reporting for AXA Advisors, LLC a broker-dealer registered…
  • 4.3
    RoundPoint Mortgage Company – Charlotte, NC
    Est. Salary $44k-$67k
    19 days ago 19d
    Financial Analyst Position Overview The Financial Analyst will in developing the Company’s annual financial… annual financial planning and budgeting reports for internal and corporate purposes. Analyze the company’s financial performance…
  • 3.2
    Western & Southern Life – Charlotte, NC
    EASY APPLY
    Est. Salary $31k-$51k
    10 days ago 10d
    Washington Investment Advisors, Inc.1; IFS Financial Services, Inc.; Peppertree Partners LLC1; Touchstone Advisors, Inc.1; Touchstone… Serve as a dependable advisor who helps to provide financial solutions to the right people, in the right way, for the right reasons…
  • 3.6
    Thrivent Financial – Rock Hill, SC
    30+ days ago 30d+
    them create a financial strategy based on their values and what’s important to them. As a Thrivent Financial advisor, you become… of your ongoing guidance. What Thrivent Financial Offers At Thrivent Financial, we’ll support your goals and reward your success…
Job Title Location Employer Salary
Financial Advisor Concord, NC Thrivent Financial $30k-$70k
Financial Advisor Charlotte, NC Mutual of Omaha $26k-$58k
Financial Advisor Charlotte, NC Vanguard $38k-$84k
Financial Advisor Charlotte, NC First Command Financial Services, Inc. $25k-$57k
Financial Advisor Mint Hill, NC Edward Jones $28k-$67k
Financial Advisor Associate Charlotte, NC Vanguard $38k-$84k
Financial Advisor Associate Charlotte, NC Morgan Stanley $36k-$78k
Financial Assistance Advisor Charlotte, NC Medical Careers Institute $28k-$40k
Financial Advisor Trainee Charlotte, NC Edward Jones $27k-$65k
Senior Wealth Financial Advisor Charlotte, NC Vanguard $49k-$110k
Regional Director, Financial Advisor Practice Management Team Charlotte, NC Dimensional Fund Advisors $131k-$208k
Merrill Lynch Financial Advisor Program Charlotte & Surrounding Areas Charlotte, NC Bank of America $36k-$81k
Director - AXA Advisors Financial Reporting Charlotte, NC AXA $118k-$160k
Business Opportunity - Financial Advisor Matthews, NC Edward Jones $28k-$67k
AXA Advisors Financial Reporting & Analysis (Internal Title: Senior Manager) Charlotte, NC AXA Advisors $72k-$99k
Director - AXA Advisors Financial Reporting Charlotte, NC AXA Equitable $94k-$128k
Branch Manager - Financial Advisor Charlotte, NC Edward Jones $29k-$71k
Regional Director, Financial Advisor Services Retirement Solutions Team Charlotte, NC Dimensional Fund Advisors $131k-$208k
Investment Consultant Charlotte, NC Scottrade $43k-$59k
AXA Advisors Financial Reporting & Accountant (Internal Title: Manager) Charlotte, NC AXA Equitable $56k-$78k
Outside Sales - Financial Advisor Matthews, NC Edward Jones $44k-$78k
Finance Manager-Sales & Margin Charlotte, NC TTI Floor Care North America Inc. $47k-$106k
AXA Advisors Financial Reporting & Accountant (Internal Title: Manager) Charlotte, NC AXA $63k-$86k
Financial Analyst Charlotte, NC RoundPoint Mortgage Company $44k-$67k
Financial Representative Charlotte, NC Western & Southern Life $31k-$51k
Personal Financial Advisor Rock Hill, SC Thrivent Financial $30k-$70k
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