Senior Financial Advisor at a Top RIA in Charlotte

pearlrecruiter

Charlotte (NC)

On-site

USD 90,000 - 130,000

Full time

14 days+

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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

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.

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