Personal Financial Advisor Jobs in Cornelius, NC

1-6 of 6 Jobs

Medical Wealth Advisor II - Charlotte

  • Charlotte, NC (16 miles from Cornelius, NC)
  • 12 days ago
  • Charlotte, NC (16 miles from Cornelius, NC)
  • 12 days ago

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

Wealth Advisor

  • Charlotte, NC (16 miles from Cornelius, NC)
  • 16 days ago
  • Charlotte, NC (16 miles from Cornelius, NC)
  • 16 days ago

Wealth Management endorsed Leadership Doctrine and Best Practices Coaching guidelines. Performs other related duties and projects as assigned....

Advisor, Wealth Advisors

  • Charlotte, NC (16 miles from Cornelius, NC)
  • 20 days ago
  • Charlotte, NC (16 miles from Cornelius, NC)
  • 20 days ago

How you will contribute: Supporting a Wealth Management team of advisors serving affluent families Assisting families in creating comprehensive wealth management strategies including: Financial Planning...

Wealth Advisor

  • Charlotte, NC (16 miles from Cornelius, NC)
  • 26 days ago
  • Charlotte, NC (16 miles from Cornelius, NC)
  • 26 days ago

Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance....

Senior Wealth Advisor

  • Charlotte, NC (16 miles from Cornelius, NC)
  • 90+ days ago
  • Charlotte, NC (16 miles from Cornelius, NC)
  • 90+ days ago

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

Private Wealth Advisor

  • Charlotte, NC (16 miles from Cornelius, NC)
  • 45+ days ago
  • Charlotte, NC (16 miles from Cornelius, NC)
  • 45+ days ago

Certifications: Certified Financial Planner designation, CPA, or CFA is strongly preferred. Why Join Blue Trust?...

Demographic Data for Cornelius, NC

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

Local
National
30,836
1,291
Medium

Personal Financial Advisor Online Courses and Training Opportunities

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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...
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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...
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LinkedIn for Financial Advisors
Join me, LinkedIn Consultant Brendan Barca, as I walk you through every step of my proven 5-Step Methodology for getting clients with LinkedIn! From optimizing your brand to efficiently finding...
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Salary for Personal Financial Advisor Jobs in Cornelius, 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 Cornelius, NC offer the following education background
Bachelor's Degree
52.5%
Master's Degree
31.4%
High School or GED
4.5%
Vocational Degree or Certification
4.2%
Associate's Degree
4.1%
Doctorate Degree
2.7%
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 Cornelius, 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!