Personal Financial Advisor Jobs in Charlotte, NC

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1-7 of 7 Jobs
Allstate - Charlotte, NC
Job Title: Personal Financial Representative Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility...
1 day ago
Truist - Charlotte, NC
a portfolio of high net and ultra-high net worth clients with complex credit and banking needs * Successful track record using interpersonal, sales, presentation and relationship management skills previously...
9 days ago
Nuveen Services LLC - Charlotte, NC
Ensures Wealth Advisor Consultant teams are maximizing utilization of internal systems and customer relationship management (CRM) system as needed to drive results....
22 days ago
Point B - Charlotte, NC
The Principal, Wealth Management is responsible for driving growth within the Wealth Management domain area....
30+ 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....
30+ days ago
Lpl Financial Services - Fort Mill, SC (14 miles from Charlotte, NC)
You will spend the first 90 days familiarizing yourself with the LPL culture, LPL systems, the advisory and wealth management platforms, and the various business units across the firm....
45+ days ago
Ally Financial - Charlotte, NC (5 miles from 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....
90+ days ago

Demographic Data for Charlotte, NC

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


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 Development and Financial Inclusion
This course was developed by the IMF in collaboration with the European Investment Bank. Higher rates of financial inclusion and financial market development mean more prosperous societies. But...

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.


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 (51.8%)
  • Master's Degree (31.6%)
  • High School or GED (4.8%)
  • Vocational or Certification (4.2%)
  • 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

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