Personal Financial Advisor Jobs in North Carolina

1-9 of 9 Jobs

2026 Wealth Analyst Program (Intern Conversion)

  • Charlotte, NC
  • 18 hours ago
  • Charlotte, NC
  • 18 hours ago

Wealth Advisor - You'll observe Wealth Advisors to gain knowledge on financial planning, sales presentations, and understand how they prepare for client meetings, and collaborate with other partners...

Commercial Asset Advisor - Midland

  • Charlotte, NC
  • 1 day ago
  • Charlotte, NC
  • 1 day ago

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...

Wealth Management Advisor

  • Durham, NC
  • 16 days ago
  • Durham, NC
  • 16 days ago

Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA...

Medical Wealth Advisor II - Charlotte

  • Charlotte, NC
  • 30+ days ago
  • Charlotte, NC
  • 30+ days ago

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

Senior Wealth Advisor

  • Charlotte, NC
  • 60+ days ago
  • Charlotte, NC
  • 60+ days ago

Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert financial guidance? Vanguard is seeking Sr....

Wealth Advisor - PNC Investments

  • Charlotte, NC
  • 60+ days ago
  • Charlotte, NC
  • 60+ days ago

Establishes individual financial plans based on client financial needs and objectives. Monitors financial plans and recommends changes as needed....

Wealth Advisor

  • Charlotte, NC
  • 90+ days ago
  • Charlotte, NC
  • 90+ days ago

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

Financial Planning Consultant, Enterprise Finance

  • Raleigh, NC
  • 90+ days ago
  • Raleigh, NC
  • 90+ days ago

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

Wealth Advisor

  • Charlotte, NC
  • 90+ days ago
  • Charlotte, NC
  • 90+ 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....

Demographic Data for North Carolina

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


Local
National
10,439,413
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...
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 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
31.6%
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%