Personal Financial Advisor Jobs in Charlotte, NC

1-8 of 8 Jobs

Business Execution & Financial Planning Consultant

Charlotte, NC
9 days ago

Charlotte, NC
9 days ago

Genesis10 is currently seeking a Business Execution & Financial Planning Consultant with our client in the financial Industry located in Charlotte, NC This is a 12+ month contract position....

Wealth Advisor

Charlotte, NC
23 days ago

Charlotte, NC
23 days ago

management offer....

Associate Wealth Advisor

Charlotte, NC
45+ days ago

Charlotte, NC
45+ days ago

Competencies Advanced knowledge of financial planning concepts and processes Strong understanding of investment offering, investment analysis, and building client portfolios Developing others Relationship...

Senior Wealth Advisor

Charlotte, NC
60+ days ago

Charlotte, NC
60+ days ago

Management....

Senior Wealth Advisor

Charlotte, NC
90+ days ago

Charlotte, NC
90+ days ago

In-depth knowledge of financial planning, investment strategies, and industry regulations....

Workplace Wealth Advisor Program - July 2025

Charlotte, NC
90+ days ago

Charlotte, NC
90+ days ago

management, financial planning, or finance (preferred) • completion of coursework on financial planning through a CFP Board Registered Program (preferred) You are: • ambitious about offering financial...

Private Bank Wealth Advisor IV - Raleigh, NC

Charlotte, NC
90+ days ago

Charlotte, NC
90+ days ago

Basic Qualifications: Bachelor's Degree At least 10 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and...

Medical Wealth Advisor II - Charlotte

Charlotte, NC
90+ days ago

Charlotte, NC
90+ days ago

Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software....

View all jobs

Demographic Data for Charlotte, NC

Moving to Charlotte, NC? Find some basic demographic data about Charlotte, NC below.

Median Age

Average Household Income

Home Value vs Household Income in Charlotte, NC

Local

National

Total Population

955,169

Number of Businesses

29,300

City Size

Large

Personal Financial Advisor Online Courses and Training Opportunities

iHire curates thousands of courses in order to recommend the best ones to help further your career. If you register for a course using the links on our site, we may receive a small commission.

Introduction to Personal Financial Planning

Understand how financial planning impacts your personal wealth over a lifetime. This course develops your ability to work with income statements, balance sheets, budgets, and taxes to achieve your...

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business...

Financial Advisor Training

Financial Advisor Training Overview Financial advisors make every effort to help clients manage money efficiently. As a financial advisor, youll educate your clients on investments, taxes, savings...

Salary for Personal Financial Advisor Jobs in Charlotte, NC

Estimated salary range based on data from US Bureau of Labor Statistics (BLS) and iHire research efforts.

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

52.5%

Master's Degree

31.5%

High School or GED

4.5%

Vocational Degree or Certification

4.2%

Associate's Degree

4.1%

Doctorate Degree

2.6%

Some College

0.5%

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

39.1%

4-6 years

21.7%

None

17.4%

1-2 years

13.0%

Less than 1 year

8.7%

Qualifications / Skill Sets

The following top skills are often required or desired to land a Personal Financial Advisor position

In-Demand skills () are the most popular among employers according to the current jobs in our database. Last updated today!

Other Career Titles

Here are some other career titles that require similar skills