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Investment Consultant Jobs in Charlotte NC

Remote Investment Advisor — Grow Your Asset Book

Remote Investment Advisor — Grow Your Asset Book

SouthState Bank • Dallas (NC)

Vor Ort
USD 90.000 - 130.000
Senior Private Markets Investment Consultant — Remote

Senior Private Markets Investment Consultant — Remote

AssetMark • Charlotte (NC)

Vor Ort
USD 125.000 - 175.000
Hybrid work schedule
401K match
Medical benefits
+2
Investment Consultant II — Client-Focused Financial Guidance

Investment Consultant II — Client-Focused Financial Guidance

Bank of America • Charlotte (NC)

Vor Ort
USD 65.000 - 110.000
Investment Specialist: Wealth Solutions & Client Growth

Investment Specialist: Wealth Solutions & Client Growth

First Citizens Wealth • Charlotte (NC)

Vor Ort
USD 65.000 - 95.000
Competitive Benefits
Investment Consultant: Craft Client Wealth & Growth

Investment Consultant: Craft Client Wealth & Growth

Charles Schwab • Charlotte (NC)

Vor Ort
USD 60.000 - 90.000
401(k) with company match
Paid time off & sabbatical
Parental leave & family benefits
+2
Private Wealth Investment Management Specialist

Private Wealth Investment Management Specialist

Bank of America • Charlotte (NC)

Vor Ort
USD 60.000 - 90.000
Financial Planning Consultant: Build Lifelong Clients

Financial Planning Consultant: Build Lifelong Clients

Fidelity Investments • Charlotte (NC)

Vor Ort
USD 70.000 - 95.000
Senior OCIO Investment Consultant

Senior OCIO Investment Consultant

LPL Financial LLC • Charlotte (NC), Fort Mill (SC)

Vor Ort
USD 151.000 - 251.000
401K matching
Health benefits
Employee stock options
+2
Investment Solutions Advisor: Client Planning & Growth

Investment Solutions Advisor: Client Planning & Growth

Bank of America • Charlotte (NC)

Vor Ort
USD 75.000 - 110.000
Investment Solutions Advisor – Personal Financial Planning

Investment Solutions Advisor – Personal Financial Planning

Bank of America • Statesville (NC)

Vor Ort
USD 60.000 - 90.000
Investment Consultant - South Charlotte, NC

Investment Consultant - South Charlotte, NC

Charles Schwab • Charlotte (NC)

Vor Ort
USD 60.000 - 90.000
401(k) with company match
Paid time off & sabbatical
Parental leave & family benefits
+2
Financial Consultant

Financial Consultant

SouthState Bank • Dallas (NC)

Vor Ort
USD 90.000 - 130.000
Investment Consultant - Huntersville, NC

Investment Consultant - Huntersville, NC

Fidelity Investments • Huntersville (NC)

Vor Ort
USD 75.000 - 110.000
Client-Focused Financial Advisor | Investment Guidance

Client-Focused Financial Advisor | Investment Guidance

TowneBank • Charlotte (NC)

Vor Ort
USD 80.000 - 120.000
Retirement Planning & Investment Advisor

Retirement Planning & Investment Advisor

TIAA • Charlotte (NC)

Vor Ort
USD 50.000 - 75.000
Comprehensive Total Rewards package
Competitive health and wellness benefits
Superior retirement program
Lead Advisor

Lead Advisor

Mission Wealth • Charlotte (NC)

Hybrid
USD 180.000 - 300.000
Competitive salary
Medical/Dental/Vision benefits
401(k)/Profit Sharing
+2
Financial Planning Consultant - Build Lasting Relationships

Financial Planning Consultant - Build Lasting Relationships

Soteria Reinsurance Ltd. • Charlotte (NC)

Vor Ort
USD 70.000 - 110.000
Private Wealth Portfolio Manager - Investment Partner

Private Wealth Portfolio Manager - Investment Partner

Us Bank • Charlotte (NC)

Hybrid
USD 98.175 - 115.500
Healthcare
Dental & Vision
Life Insurance
+6
Financial Services Consultant - SIE/Series Licensed

Financial Services Consultant - SIE/Series Licensed

TIAA • Charlotte (NC), Northern (KY)

Hybrid
USD 47.000 - 67.000
Hybrid office presence
Bonus eligible
Incentive programs
Marketing Consultant

Marketing Consultant

LPL Financial • Fort Mill (SC)

Vor Ort
USD 62.000 - 103.000
401K matching
Health benefits
Employee stock options
+1
Virtual Financial Consultant

Virtual Financial Consultant

TIAA • Charlotte (NC)

Hybrid
USD 70.000 - 103.000
Advisor Solutions Consultant

Advisor Solutions Consultant

LPL Financial LLC • Fort Mill (SC), Charlotte (NC)

Hybrid
USD 32.000 - 54.000
401K matching
health benefits
employee stock options
+2
Banking Financial Advisor: Investments & Insurance

Banking Financial Advisor: Investments & Insurance

United Bank • Lincolnton (NC)

Vor Ort
USD 70.000 - 110.000
Senior Financial Planning Associate

Senior Financial Planning Associate

Turn2Partners • Charlotte (NC)

Hybrid
USD 70.000 - 100.000
Fully paid employee health coverage
401(k) match
Parental leave
+4
Financial Advisor

Financial Advisor

1847Financial - New Jersey • Charlotte (NC)

Remote
USD 15.000 - 80.000