Personal Financial Advisor Jobs in Charlotte, NC

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

Top hiring companies in your area for Personal Financial Advisor positions

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

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

• Relationship Management
• Asset Allocation
• Asset Management
• Business Development
• Capital Markets
• Client Relationships
• Communication Skills
• Computer Skills
• Due Diligence
• Employee Benefits
• Equities
• Estate Planning
• E-Verify
• Finance
• Financial Planning
• Financial Services
• Fixed Income
• Fundraising
• Investment Banking
• Investment Management
• Leadership
• Lending
• Management
• Mortgage Processing
• Networking
• Organization
• Planning
• Portfolio Management
• Presentation
• Prioritizing
• Problem Solving
• Reimbursement
• Relationship Building
• Relationship Management
• Research Skills
• Retirement Planning
• Risk Management
• Sales
• Software
• Staff Supervision
• Strategy Development
• Tax Planning
• Wealth Management
• Written Communication

Here are some other career titles that require similar skills

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

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

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.