Personal Financial Advisor Jobs in North Carolina

1-15 of 15 Jobs

Raleigh, NC
7 days ago

Raleigh, NC
7 days ago

Responsible for maintaining relationships with existing and prospective wealth management clients, as well as endowments and foundations....

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....

Associate Private Financial Advisor

Asheville, NC
10 days ago

Asheville, NC
10 days ago

Associate Private Financial Advisor Associate Private Financial Advisor locations ASHEVILLE, NC time type Full time posted on Posted Today job requisition id R-437415 About this role: Wells Fargo...

Director Affluent Wealth Advisors

Raleigh, NC
22 days ago

Raleigh, NC
22 days ago

Qualifications Bachelor's Degree and 8 years of experience in Wealth Management, Sales Leadership OR High School Diploma or GED and 12 years of experience in Wealth Management, Sales Leadership Preferred...

Wealth Advisor

Charlotte, NC
23 days ago

Charlotte, NC
23 days ago

management offer....

Regional Consultant, Wealth Management - South

NC
26 days ago

NC
26 days ago

To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management: Responsible for helping advisors service existing...

Regional Consultant, Wealth Management - South

Raleigh, NC
27 days ago

Raleigh, NC
27 days ago

To further support our wealth management efforts, we have also specialized our teams as follows: Net Flows, Financial Planning and Practice Management : Responsible for helping advisors service existing...

Financial Planning Consultant, Enterprise Finance

Raleigh, NC
29 days ago

Raleigh, NC
29 days ago

Overview The Financial Planning Consultant, Enterprise Finance serves as the primary finance and accounting liaison to the assigned WakeMed enterprise....

Senior Wealth Advisor

Asheville, NC
30+ days ago

Asheville, NC
30+ days ago

strategies to help them achieve their wealth management goals Collaborate with internal teams to ensure seamless execution of investment plans and deliver exceptional client service Stay up-to-date...

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....

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Demographic Data for North Carolina

Moving to North Carolina? Find some basic demographic data about North Carolina below.

Median Age

Average Household Income

Home Value vs Household Income in North Carolina

Local

National

Total Population

10,439,413

Number of Businesses

246,359

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 North Carolina

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 North Carolina 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 North Carolina

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