Personal Financial Advisor Jobs in North Carolina

1-9 of 9 Jobs

Wealth Management Advisor

  • Durham, NC
  • 1 day ago
  • Durham, NC
  • 1 day 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...

Wealth Advisor Platform Senior Product Manager - FINRA

  • Charlotte, NC
  • 12 days ago
  • Charlotte, NC
  • 12 days ago

Bachelor's degree in business, accounting, finance or banking or equivalent education and related training Five years of financial services, private banking, Brokerage or wealth management experience...

Medical Wealth Advisor II - Charlotte

  • Charlotte, NC
  • 18 days ago
  • Charlotte, NC
  • 18 days ago

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

Senior Wealth Strategy Associate

  • Charlotte, NC
  • 45+ days ago
  • Charlotte, NC
  • 45+ days ago

Your job as a Senior Wealth Strategy Associate is to develop various wealth management plans and strategies (e.g., financial plans, investment plans, etc.)....

Senior Wealth Advisor

  • Charlotte, NC
  • 45+ days ago
  • Charlotte, NC
  • 45+ 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
  • 60+ days ago
  • Charlotte, NC
  • 60+ 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.
edX
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...
Udemy
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...
John Academy
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...
Register to search for more online courses. >>>

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!