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Personal Financial Advisor Jobs in Charlotte, NC

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1-7 of 7 Jobs
Personal Financial Advisor - Insurance
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
Wealth Advisor, Truist Wealth (Charlotte, NC)
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
Divisional Director, Wealth Advisor Consultants (Charlotte)
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
Principal Management Consultant, Wealth Management
Point B - Charlotte, NC
The Principal, Wealth Management is responsible for driving growth within the Wealth Management domain area....
30+ days ago
Senior Wealth Advisor- CFP
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
Wealth Management Consultant, Institution Services, East
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
Sr Wealth Advisor
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.

790,689
25,900
Large

Personal Financial Advisor Online Courses and Training Opportunities

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.
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...
edX
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...
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 (51.8%)
  • 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%)

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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