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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)

On-site
USD 90,000 - 130,000
Investment Consulting Analyst — Hybrid, Growth & Impact

Investment Consulting Analyst — Hybrid, Growth & Impact

NEPC, LLC • Charlotte (NC)

Hybrid
USD 62,000 - 81,000
Profit sharing
401(k) plans
Investment Specialist: Wealth Solutions & Client Growth

Investment Specialist: Wealth Solutions & Client Growth

First Citizens Wealth • Charlotte (NC)

On-site
USD 65,000 - 95,000
Competitive Benefits
Financial Consultant-FINRA Licensing Opportunity

Financial Consultant-FINRA Licensing Opportunity

Associate Staffing LLC • Charlotte (NC)

On-site
USD 45,000 - 70,000
Independent Investment Advisor: Build Your Practice & Impact

Independent Investment Advisor: Build Your Practice & Impact

The Pelora Group • Charlotte (NC)

On-site
USD 60,000 - 100,000
Investment Management Advisor Growth Specialist

Investment Management Advisor Growth Specialist

Horizon Investments, LLC. • Charlotte (NC)

On-site
USD 55,000 - 100,000
Investment Solutions Advisor – Personal Financial Planning

Investment Solutions Advisor – Personal Financial Planning

Bank of America • Statesville (NC)

On-site
USD 60,000 - 90,000
Investment Solutions Advisor: Client Planning & Growth

Investment Solutions Advisor: Client Planning & Growth

Bank of America • Charlotte (NC)

On-site
USD 75,000 - 110,000
Financial Consultant

Financial Consultant

SouthState Bank • Dallas (NC)

On-site
USD 90,000 - 130,000
Financial Consultant (Remote) | Flexible Schedule | Training & Mentorship Provided

Financial Consultant (Remote) | Flexible Schedule | Training & Mentorship Provided

Bloom Financial Partners • Charlotte (NC)

Hybrid
USD 50,000 - 90,000
Flexible remote
Part-time options
Mentorship program
+3
Consulting Expert - M&A Specialist - AI Trainer

Consulting Expert - M&A Specialist - AI Trainer

Mercor • Charlotte (NC)

Remote
USD 112,000 - 150,000
Remote work
Flexible hours
Contract
Client-Focused Financial Advisor | Investment Guidance

Client-Focused Financial Advisor | Investment Guidance

TowneBank • Charlotte (NC)

On-site
USD 80,000 - 120,000
Client-Centric Financial Consultant | Growth & Planning

Client-Centric Financial Consultant | Growth & Planning

Fidelity Investments Inc. • Charlotte (NC)

On-site
USD 90,000 - 130,000
Lead Advisor

Lead Advisor

Mission Wealth • Charlotte (NC)

On-site
USD 180,000 - 300,000
Competitive salary
Medical/Dental/Vision benefits
401(k)/Profit Sharing
+2
Personal Financial Planner & Advisor — Tech-Driven Guidance

Personal Financial Planner & Advisor — Tech-Driven Guidance

Soteria Reinsurance Ltd. • Charlotte (NC), Northern (KY)

Hybrid
USD 95,000 - 125,000
Investment Consulting Analyst

Investment Consulting Analyst

NEPC, LLC • Charlotte (NC)

Hybrid
USD 62,000 - 81,000
Profit sharing
401(k) plans
Financial Consultant - Charlotte, NC

Financial Consultant - Charlotte, NC

Fidelity Investments Inc. • Charlotte (NC)

On-site
USD 90,000 - 130,000
Virtual Financial Consultant

Virtual Financial Consultant

TIAA • Charlotte (NC)

On-site
USD 70,600 - 103,000
Investment Specialist - Hybrid

Investment Specialist - Hybrid

First Citizens Bank • Charlotte (NC)

On-site
USD 90,000 - 130,000
Banking Financial Advisor: Investments & Insurance

Banking Financial Advisor: Investments & Insurance

United Bank • Lincolnton (NC)

On-site
USD 70,000 - 110,000
Wealth Advisor: Investments, Planning & Client Growth

Wealth Advisor: Investments, Planning & Client Growth

Cetera Financial Group • Mooresville (NC)

On-site
USD 40,000 - 60,000
Retirement Solutions Advisor

Retirement Solutions Advisor

Associate Staffing LLC • Charlotte (NC)

On-site
USD 45,000 - 70,000
Financial Advisor

Financial Advisor

1847Financial - New Jersey • Charlotte (NC)

On-site
USD 15,000 - 80,000
Senior Financial Planning Associate

Senior Financial Planning Associate

Turn2Partners • Charlotte (NC)

On-site
USD 70,000 - 100,000
Fully paid employee health coverage
401(k) match
Parental leave
+4
Strategy Advisor

Strategy Advisor

Boutique Recruiting • Charlotte (NC)

On-site
USD 50,000 - 75,000
Medical, dental, vision insurance
SIMPLE IRA with company match
Paid time off

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