Personal Financial Advisor Jobs in Charlotte, NC

Search Personal Financial Advisor Jobs

1-9 of 9 Jobs
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....
5 days ago
Ally - Charlotte, NC
At Ally, we're introducing a category-shifting approach to wealth management that combines award-winning digital platforms with a human behavioral approach to financial goal setting. The Sr....
8 days ago
BB&T - Charlotte, NC
Bachelors degree in business, accounting, finance or banking or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience...
17 days ago
Bank Of America - Charlotte, NC
Champion Wealth Management TA operational excellence, compliance and diversity efforts....
17 days ago
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...
18 days ago
Truist - Charlotte, NC
planning and cash flow analysis, and partners with other Truist teammates for implementation of solutions for multi-generational clients * Successful background working in a goal based, results-driven...
60+ days ago
Vanguard - Charlotte, NC
Create and implement wealth management strategies. Serve as a subject matter expert to internal partners and clients regarding financial planning....
60+ days ago
Regions - Charlotte, NC
unbiased, consultative advisory approaches and sound personal financial planning and financial advisory concepts....
90+ days ago
Truist - Charlotte, NC
Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....
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

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.

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...

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...

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 (31.5%)
  • High School or GED (4.7%)
  • 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%)

Other Titles

Here are some other career titles that require similar skills

Personal Financial Advisor Related Career Advice Articles

5 Types of Finance Jobs: Which Is the Best Fit?

Wondering if a finance job is right for you? Check out our guide to finance careers and learn more about working in finance.


Corporate Finance vs. Investment Banking: Which Career is Right for You?

Considering a career in corporate finance or investment banking? Read this comparison of requirements, job duties, salaries, and more to choose the right path.


Impress Employers with These Finance Certifications

For professionals in the financial services industry, certifications can mean the difference between thriving or just surviving. Find out which certification would be best for you.