Personal Financial Advisor Jobs in Davidson, NC

1-8 of 8 Jobs

Business Execution & Financial Planning Consultant

Charlotte, NC (19 miles from Davidson, NC)
9 days ago

Charlotte, NC (19 miles from Davidson, 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 (19 miles from Davidson, NC)
23 days ago

Charlotte, NC (19 miles from Davidson, NC)
23 days ago

management offer....

Associate Wealth Advisor

Charlotte, NC (19 miles from Davidson, NC)
45+ days ago

Charlotte, NC (19 miles from Davidson, 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 (19 miles from Davidson, NC)
60+ days ago

Charlotte, NC (19 miles from Davidson, NC)
60+ days ago

Management....

Senior Wealth Advisor

Charlotte, NC (19 miles from Davidson, NC)
90+ days ago

Charlotte, NC (19 miles from Davidson, NC)
90+ days ago

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

Workplace Wealth Advisor Program - July 2025

Charlotte, NC (19 miles from Davidson, NC)
90+ days ago

Charlotte, NC (19 miles from Davidson, 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 (19 miles from Davidson, NC)
90+ days ago

Charlotte, NC (19 miles from Davidson, 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 (19 miles from Davidson, NC)
90+ days ago

Charlotte, NC (19 miles from Davidson, NC)
90+ days ago

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

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Demographic Data for Davidson, NC

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

Median Age

Average Household Income

Home Value vs Household Income in Davidson, NC

Local

National

Total Population

21,244

Number of Businesses

515

City Size

Medium

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...

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...

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...

Salary for Personal Financial Advisor Jobs in Davidson, 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 Davidson, 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 Davidson, 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