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Personal Financial Advisor Jobs in Charlotte, NC

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1-8 of 8 Jobs
Senior Wealth Advisor
Vanguard - Charlotte, NC
Create and implement wealth management strategies. Serve as a subject matter expert to internal partners and clients regarding financial planning....
2 days ago
Legal Wealth Advisor
Truist - Charlotte, NC
Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9....
22 hours ago
Wealth Advisor Consultant, US Wealth Distribution
TIAA-CREF - Charlotte, NC
Wealth Distribution Advisor Consultant The Wealth Distribution Advisor Consultant is responsible for maintaining current client assets, cross selling products and converting prospects to clients...
13 days ago
Talent Acquisition Consultant - Wealth Management
Bank of America Corporation - Charlotte, NC
Champion Wealth Management TA operational excellence, compliance and diversity efforts....
30+ days ago
Wealth Management Advisor
Fifth Third Bank - Charlotte, NC
Wealth Management AdvisorLOCATION -- Charlotte, North Carolina 28202 Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment...
90+ days ago
Wealth Advisor North Carolina
Comerica - Charlotte, NC
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management....
90+ days ago
Wealth Advisor Platform Sr. Product Manager
BB&T - Charlotte, NC
CRM/ Salesforce/ Brokerage / Wealth Management systems, technology platform development, and Agile process understanding 6....
90+ days ago
Administrative Assistant, DHG Wealth Advisors
Dixon Hughes Goodman - Charlotte, NC
Company Profile: Overview DHG is a leading professional services firm offering assurance, tax and advisory services to clients nationwide and internationally. Our strength lies in our technical...
90+ days ago

Demographic Data for Charlotte, NC

Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.

790,689
25,900
Large

Personal Financial Advisor Online Courses and Training Opportunities

edX
Introduction to Personal Financial Planning
Introduction to Personal Financial Planning is made possible by the Brian and Sheila Jellison Family Foundation. The Introduction to Personal Financial Planning course is designed for individuals...
Coursera
Personal & Family Financial Planning
Personal and Family Financial Planning will address many critical personal financial management topics in order to help you learn prudent habits both while in school and throughout your lifetime.
Udemy
Financial Advisor Training: Personal Productivity
Are you stressed out, working too hard, and not making enough money? How would it feel to work less by working smarter? How would you like to take two months of vacation every year and still...
Register to search for more online courses. >>>

Salary for Personal Financial Advisor Jobs in Charlotte, NC

This is the average annual salary for Personal Financial Advisor jobs in Charlotte, NC as reported by the BLS.

$96,802

Top Hiring Companies

Top hiring companies in your area for Personal Financial Advisor positions

Licensing / Certification

Required or preferred licenses and certifications for Personal Financial Advisor positions.

Highest Education Level

Personal Financial Advisors in Charlotte, NC offer the following education background
  • Bachelor's Degree (51.9%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • Vocational Degree or Certification (4.3%)
  • Associate's Degree (4.2%)
  • Doctorate Degree (2.7%)
  • Some College (0.6%)
  • Some High School (0.1%)

Average Work Experience

Here's a breakdown of the number of years' experience offered by Personal Financial Advisors in Charlotte, NC
  • 2-4 years (53.6%)
  • 4-6 years (28.6%)
  • 1-2 years (17.9%)

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

= trending

Other Titles

Here are some other career titles that require similar skills

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