58 Results for

Financial Advisor Jobs in Plaza, NC

Jobs

New!

Charlotte, NC1 day ago

Remote

Groupe Financier Signature is an independent Managing General Agency that supports financial advisors. This is a 1099 independent contractor opportunity offering access to top insurance carriers, structured support, and a flexible work model.

Concord, North Carolina12 days ago

Full-time

An ideal candidate should have knowledge in the automotive industry (preferably with German auto manufacturers such as Volkswagen/Audi) to advise customers on vehicle maintenance, recommend warranty protections and potential cost savings, schedule service appointments, and provide accurate repair estimates for labor/parts. To perform the job successfully, an individual should demonstrate the company's core values of Servant Leadership, Teamwork, Integrity, Commitment to Customer Enthusiasm, Passion for Winning, Accountability at All Levels, and Commitment to Continuous Improvement.

Concord, North Carolina12 days ago

$60,000–$150,000 Per Year
Full-time

Provide detailed explanations of recommended repairs and maintenance services, including oil changes, tire services, brake repair, suspension, transmissions, and more. Work includes inspection of customer vehicles and frequent movement around the Service Department to convey information between customers and service technicians.

New!

Charlotte, NC3 days ago

$93,770–$179,240 Per Year

Batch Processing and Data Integration: Significant experience with batch processing, data integration, automated data processing, and data warehousing solutions like Snowflake, including managing data pipelines. Kafka and Data Streaming: Proven experience with Apache Kafka, including designing and implementing event-driven architectures, data pipelines, and real-time data streaming solutions.

Charlotte, North Carolina24 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

Huntersville, NC30 days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Huntersville, NC13 days ago

At our firm, Thrive Financial Partners, a uFinancial Group firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success. We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.

Charlotte, North Carolina30+ days ago

This role blends client advisory, business development, and long-term leadership potential within a collaborative, high-performance environment designed to help you grow faster and serve more complex clients. Join a rapidly expanding financial services platform built for advisors who want scale, support, and ownership.

Charlotte, NC10 days ago

Desire access to a deep bench of subject matter experts across investments, planning, operations, technology, compliance, tax strategy, and practice management to address complex client needs and unforeseen challenges. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.

Charlotte, NC30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Charlotte Area, NC30+ days ago

Full-time

This role offers a competitive commission-based compensation package & onboarding incentives, the opportunity to leverage an existing network of institutional clients, and the chance to be part of a dynamic and growing organization. San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

Rockwell, AR30+ days ago

$75,000–$150,000

Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.

Charlotte, North Carolina30+ days ago

$75,000–$95,000 Per Year

You'll work alongside experienced fiduciary advisors, receiving structured training while progressing from support responsibilities to leading client engagements based on performance. It offers early-career financial advisors a fast-track path to growth through hands-on mentorship, access to established client relationships, and a clear trajectory toward becoming a lead advisor.

Charlotte, NC30+ days ago

As a member of the Wealth Advisory Leadership Team, this role partners closely with Practice Management, Advisor Enablement, Advanced Planning, Platform & Innovation, and Growth to drive adoption, change, and a differentiated advisor and client experience. This role is ideal for a proven wealth management leader who thrives at the intersection of sales leadership, advisor development, and growth execution, and who enjoys coaching advisors to achieve consistent, measurable results.

Charlotte, NC23 days ago

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Charlotte, NC30+ days ago

Our Charlotte, NC office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.

New!

Charlotte, NC4 days ago

As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.

Charlotte, North Carolina30+ days ago

$94,000–$171,000 Per Year

Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.

Charlotte, NC30+ days ago

$95,000–$110,000

You will run two parallel plays: Trusted Advisor Outbound — build and nurture a book of referral partners (elder law attorneys, financial advisors, CPAs, geriatric care managers, hospital discharge planners, hospice liaisons, senior living sales directors). Literature drops — send referral partners physical and digital drip collateral (dementia care guides, essentiALZ® caregiver certification info, VA benefits one-pagers, home care and placement service overviews).

Charlotte, NC30+ days ago

The Assistant Vice President, Advisor Growth Marketing is responsible for developing and executing scalable, multi-channel marketing strategies that accelerate advisor growth, increase share of wallet, deepen client engagement, and strengthen Choreo's position as the preferred wealth partner. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.

Charlotte, NC30+ days ago

Remote

The Corham Agency | Financial Advisory seeks remote Customer Success Advisors to deliver consultative client service while advancing on a structured Agency Builder track toward leadership and residual income. This role provides the opportunity to serve clients while building a scalable income stream and progressing toward leadership within a development-focused agency.

Cornelius, NC30+ days ago

The construction, leadership, development, and performance management of the FIG Advisor Marketing Team which includes marketing strategy, content marketing, program management, digital marketing, data & analytics, internal team member performance and external client satisfaction. This is a supervisory position (direct management of 3-5 senior leaders with span of total control for 15-20 team members plus a network of third-party partners) therefore all Human Resource and Performance Management related responsibilities are assigned to the VP of Advisor Marketing.

Charlotte, NC30+ days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

Charlotte, NC30+ days ago

Remote

$215,000–$400,000

Best fit: advisors who have shown they can build, but now feel boxed in by platform rigidity, limited investment flexibility, canned marketing, slow decision-making, or economics that no longer match the practice they are growing. AMB Wealth is growing a flexible advisor platform for experienced advisors with established client relationships, clean compliance, and a desire for more autonomy, better support, and clearer long-term economics.

New!

Cornelius, NC3 days ago

The Marketing Strategist on our FIG All Points Media Advisor Marketing team blends key attributes of our consultative delivery model to ensure successful implementation of platforms, programs, and resources for our affiliated financial professionals. Planning, building, integrating, reporting on, analyzing cutting-edge marketing tactics for independent financial advisory and insurance agency businesses.

Charlotte, NC10 days ago

As an Investment Advisor Representative (IAR) supported by The Pelora Group, you’ll be part of a community of professionals that help will help you determine your purpose, execute your vision, and build your business. You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences.

Rock Hill, SC30+ days ago

Full-time

Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.

Charlotte, NC30+ days ago

$150,000–$300,000 Per Year

Whether you have a few years of experience, or a track record of 8 figure deal volume, we offer the tools, deal flow, and support to help you scale a multimillion dollar brokerage business. Offices In: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

New!

Charlotte, NC2 days ago

Remote

$145,000–$165,000 Per Year

As a Lead Technical Accounting Advisor, you’ll be responsible for technical accounting research and interpretation of US Generally Accepted Accounting Principles (GAAP) and statutory accounting principles (SAP) accounting topics including debt and equity transactions, earnings per share, taxes, employee benefits, leases, fixed assets, general expenses and other corporate topics. Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.

Charlotte, NC30+ days ago

$100,000–$250,000 Per Year

Whether you have closed a few deals or you are ready to take your sales career into commercial real estate, we offer the platform, training and support to help you scale a high performing brokerage business. Offices in: Atlanta, Austin, Charleston, Charlotte, Chicago, Fort Lauderdale, Los Angeles, Nashville, and Philadelphia.

Charlotte, NC30+ days ago

Full-time

This role includes technical reviews, ASC 740 expertise, engagement management, identifying tax issues, business development, and leading a high-performing tax team. Position Overview: The Senior Tax Manager in the Financial Services Practice oversees tax compliance and consulting for financial institutions and financial services companies.

Charlotte, NC30+ days ago

Remote

$74,600–$105,000 Per Year

The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. Be a resource and leader in redefining donor and volunteer relationships across field campaigns, market activities, social events, Health Strategies events, and other hallmark events that drive the Association’s overall unrestricted revenue campaign.

Charlotte, North Carolina30+ days ago

$106,000–$142,400 Per Year

Strategic thinking, Global treasury and payments expertise , Risk management , Client relationship management , Financial modeling , Negotiation skills , Expert-level understanding of global treasury operations, payment systems, and financial markets, Comprehensive knowledge of regulatory frameworks governing global treasury and payment services, Deep understanding of emerging technologies and their potential impact on treasury and payment landscapes. Qualifications: Bachelor's Degree and 4 years of experience in global treasury operations, payment systems, and financial markets OR High School Diploma or GED and 8 years of experience in global treasury operations, payment systems, and financial markets.

Fort Mill, SC30 days ago

$74,501–$102,438.60 Per Year

This role builds dashboards, analytics, forecasts, and model‑ready datasets that help identify demand, quantify opportunity, monitor performance, and enable data‑driven decision making across Marketing, Sales, and Operations. Some Sunbelt jobs may require driving for long periods of time, loading, and unloading heavy equipment, performing work in extreme weather conditions including rain, wind, or excessive temperatures and/or night and weekend work.

Pineville, North Carolina30+ days ago

What does a Sales Consultant - Appliance Outlet do?The Sales Consultant - Appliance Outlet ensures Best Buy delivers a world-class customer experience as THE destination and authority for technology products and services. You will provide velocity and solution support to solve customer needs to ensure that no customer is left...

Charlotte, North Carolina24 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Charlotte, North Carolina10 days ago

$100,000–$200,000 Per Year

Join American Residential Services (ARS), the nation’s largest provider of residential HVAC, plumbing, and electrical services, with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Responsibilities: As a Comfort Advisor / In-Home HVAC Sales Representative, you will meet with homeowners to evaluate their current heating and cooling systems and present customized replacement solutions.

Charlotte, NC30+ days ago

$80,000–$100,000 Per Year

The Advisory Specialist must have a strong knowledge of Horizon's investment solutions and global market trends in order to identify and reach out to potential business leads and provide consultative support to prospective and existing clients. As a member of Horizon's Advisor-facing sales team, the Advisory Specialist is partnered with a Regional Director and together they work to expand Horizon's market share.

Charlotte, North Carolina11 days ago

$160,000–$200,000 Per Year

Strong investment and capital markets knowledge is essential, along with the ability to represent Allspring’s expanding tax-aware solutions, especially those offered through Remi, our platform for direct indexing and custom fixed income SMAs. Collaborate with regional leadership and advice leaders, Investment Specialists and Client PMs to adopt Allspring's strategies more broadly and optimally become an extension to their firms' sales execution effort.

New!

Charlotte, NC5 days ago

$175,000–$225,000 Per Year

We are looking for a Regional Director, Advisory to lead and oversee the core functions of the Advisory team, including collaboration with individual offices in implementing their local business plan, supporting advisors in the execution of office and individual growth plans, managing Modera growth goals, individual SMART goals, growth tactics, and drafting and communicating advisor policies and procedures. For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov).

Charlotte, NC30+ days ago

The Portfolio Strategist will be the primary interface between Horizon's Investment Management team and their consulting clients; therefore, part of this role is communicating with clients on behalf of IM team and integrating Horizon strategies in customized portfolios while also advocating internally for interests of the consulting clients. Flexible communication skills: verbal acuity and writing proficiency, ability to listen to clients, capable of "translating" from investment-speak to financial advisor and/or end client language.

Charlotte, NC30+ days ago

As a key member of our operations team, the Associate of Advisory Operations will work with the Operations team, wealth advisors, and other advisory team associates across multiple offices to serve a client base consisting of High-Net-Worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.

New!

Charlotte4 days ago

$21–$22 Per Hour
Temporary
Contractor

This role is an excellent opportunity for recent finance or accounting graduates looking to gain hands-on experience in trade operations, brokerage transactions, and financial settlements. You will work closely with internal teams to process trade transactions, ensure settlement accuracy, and support financial advisors with key operational tasks.

New!

Charlotte, NC2 days ago

Remote

Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey. As an Internal Sales Associate, you’ll be responsible for supporting incoming calls from financial advisors around the nation regarding our annuity and life solutions, that can help clients protect what they have earned and ensure that it lasts.

Matthews, NC30+ days ago

Remote

$90,000–$115,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. You will work closely with both internal and external stakeholders, and advisors to ensure a seamless transition experience, leveraging your expertise to address challenges, streamline processes, and enhance client satisfaction.

Charlotte, NC30+ days ago

Delta Electronics products are the most energy efficient power products in the industry and our company is perfect for those who want to create, design and build sustainable solutions using massively scalable, big-data architecture, with a strong focus on building automation. The System Architect role at Delta Intelligent Building Technologies is a senior technical position responsible for pre-sales system design, solution architecture, and sales enablement within the building automation market.

Charlotte, North Carolina13 days ago

Primary responsibilities may include the following, among others: Responsibilities: Manage, lead, and train a large team of regional and home office Administrative Professionals, ensuring adequate support for all clients, Executives, Financial Advisors, and prospects. CAPTRUST is seeking an Team Lead with our Administrative Professionals team who will provide coaching and leadership for a team of regional and home office Administrative Professionals.

Charlotte, NC30+ days ago

Candidate Privacy To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://peaktechnical.com/privacy-policy/and https://peaktechnical.com/ca-residents-privacy-rights/ Provide insights on marketing conditions and competitor activities to the Executive Vice President/Chief Operating Officer.

Charlotte, NC7 days ago

Willingness and desire to work with innovative technology platforms - our employees also have access to Harvey, a legal-specific AI tool that reduces time spent on routine tasks, allowing you to focus on more meaningful, high-impact work. · Partners with the Department Chair and matter supervisors to align attorney skills, experience, and availability with client needs, ensuring effective resource allocation that supports both business objectives and attorney development.

Charlotte, NC30+ days ago

$120,000–$135,000 Per Year

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. In addition, this position will contribute to innovative projects across the Microsoft Power Platform—helping to expand automation, enhance Power BI dashboards, and support data integration initiatives tied to M&A activity.

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Financial Advisor Jobs in Plaza, NC

Life Insurance Advisor - Remote (Commission-based) Group Financier Signature

Hendrick Cars - Volkswagen Service Advisor - Top Dealership in the Carolinas! Hendrick Automotive Group Corporate

Automotive Service Advisor (Honda Dealership) Hendrick Automotive Group Corporate

Software Engineer Mid-level (Java Full Stack) USAA

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Financial Advisor - Thrive Financial Partners uFinancial Group

Financial Advisor - Business Development MBC Talent Connections

Financial Advisor The Pelora Group

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Advisor Series 7/65 or 66 San Blas Securities

Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients WealthBridge Financial Group

Certified Financial Planner MBC Talent Connections

Head of Advisor Sales Choreo

Senior Wealth Advisor Beacon Pointe Advisors LLC

Associate Advisor, Wealth Management Choreo

Private Wealth Advisor Professions Inc

Managing Director - Principal Financial Network (Charlotte) Principal Financial Group

Inside Sales Representative - Trusted Advisor & Digital Lead Desk BlueDot Cares

Assistant Vice President, Advisor Growth Marketing Choreo

Remote Customer Success Advisor | Agency Builder Track | Unlimited Income The Corham Agency | Financial Advisory

VP - Advisor Marketing Financial Independence Group, LLC

Senior Home Lending Advisor - Charlotte NC Branches JPMorgan Chase Bank, N.A.

Wealth Advisor, Flexible Affiliation - Remote Urrly

Marketing Strategist -- Advisor Marketing Financial Independence Group, LLC

Investment Advisor Representative The Pelora Group

Virtual Sales Advisor - Work from Anywhere, Anytime Legacy Harbor Advisors

Senior Commercial Real Estate Advisor Sands Investment Group

Lead Technical Accounting Advisor (Charlotte, NC (Hybrid) or Remote) (Charlotte, NC, US, 28277) BrightHouseFinancial

Commercial Real Estate Advisor Sands Investment Group

Tax Senior Manager - Financial Services NorthPoint Search Group

Mission Advancement Individual Giving Advisor American Heart Association

Payments Advisor, Payment Facilitation (PayFac) First Citizens Bank

Business/Market Intelligence Advisor Sunbelt Rentals

Outlet Customer Experience Specialist, Advisor Best Buy

College Financial Representative, Internship Program Northwestern Mutual

Weekly Comfort Advisor Brothers Heating, Cooling, Plumbing

Advisory Specialist Internal Sales in Investment Management Field Horizon Investments

Senior Wealth Specialist Allspring Global Investments Holdings, LLC

Regional Director, Advisory Modera Wealth Management

Portfolio Strategist Horizon Investments

Associate, Advisory Operations Choreo

Trade Operations Analyst (Entry-Level) Company Confidential

Internal Sales Associate (Charlotte, NC (Hybrid) or Remote) (Charlotte, NC, US, 28277) BrightHouseFinancial

Transitions Manager - (travel / remote) - wealth management Jobot

System Architect - Pre Sales - USA South East Delta Intelligent Building Technologies (Canada) Inc.

Administrative Professionals Team Lead CAPTRUST

Relationship Manager- Wealth Management PEAK Technical Staffing

Legal Practice Manager McGuireWoods

Associate Director, Data Engineering and Development Choreo

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