Charlotte, NC 243MM succession
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Job summary
National RIA's Charlotte office is seeking a hungry, ambitious Financial Advisor to join a growing team. Based in Charlotte, NC, the role focuses on guiding clients through investment strategy, portfolio construction, and ongoing financial planning.
With a track record in Registered Investment Advisory contexts and a strong client service mindset, you will contribute to a top-tier independent advisory firm recognized by Barron’s. Full-time employment with competitive compensation is offered.
Qualifications
- 5+ years of work experience in financial advisory or related field.
Job description
Charlotte, United States | Posted on 09/22/2025
- Industry Registered Investment Advisory (RIA)
- Job Type Full time
- Salary highly competitive
- Work Experience 5+ years
- City Charlotte
- State/Province North Carolina
- Country United States
Charlotte Office of National RIA seeks hungry, ambitious Financial Advisor
**Barron’s 2024 Top RIA List for Independent Advisory Firm &
**Barron’s Top 100 RIA Firm 2024 & 2025”
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