141 Results for

Financial Consultant Jobs in North Carolina

Jobs

Clemmons, NC14 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

Chapel Hill, NC10 days ago

SalesPlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Job Description: Job DescriptionIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader.

New!

Charlotte, NC2 days ago

$70–$80

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Our client base has ongoing, immediate needs for an Strategic Accounting Consultant to support project-based initiatives and interim coverages during peak times, at a Controller-level skill-set, and always doing hands-on work.

Charlotte, NC12 days ago

$110,000–$120,000 Per Year

Additionally, the Pricing Consultant plays a key role in the support of business leaders by providing analysis and context on proposed deals resulting in great exposure to our Senior Vice Presidents and Executive Committee. This position is responsible for reviewing and coordinating pricing to new and existing clients within TTEC’s BPO segments with a primary focus on advising Sales, Finance and Operational leadership on details related to engagement pricing.

New!

Charlotte, NC4 days ago

$60–$75 Per Hour

Our community is cultivated by a team of dedicated professionals working to help clients navigate hybrid workforce strategies and connect contract workers with projects they love. Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets.

New!

Raleigh, NC2 days ago

$95,120–$116,522 Per Year

We believe in and commit to fostering a community where employees bring their authentic selves to work, and where we recruit, engage, and retain employees, franchise owners, and suppliers based on qualifications and merit. Partner with appropriate ADQ staff to help position new and existing franchisees to establish and execute effective development, reinvestment, and renewal strategies.

New!

Charlotte, NC2 days ago

$70–$80 Per Hour
Contractor

This role requires strong functional knowledge, excellent communication skills, and the ability to work in a collaborative, fast-paced environment. The ideal candidate will have deep expertise in financial consolidation processes and hands-on experience with SAP S/4HANA Group Reporting solutions.

Wilmington, NC30+ days ago

o Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. o Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.

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.

Rockwell, AR27 days ago

$75,000–$150,000

Charlotte, North Carolina27 days ago

Aid in the retention of existing client relationships by working with internal business partners to address all client questions, requests, and day to day service needs; inclusive but not limited to assistance with plan provisions, investments, transactions, and deliverables. Build and strengthen relationships with external business partners such as custodians, recordkeepers, third party administrators, and investment managers to facilitate efficient and accurate execution of any objectives for our shared clients.

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, North Carolina11 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.

Raleigh, NC10 days ago

Full-time

The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.

Raleigh, NC21 days ago

Full-time

Hendersonville, North Carolina30+ days ago

Chapel Hill, NC27 days ago

$110,000–$125,000 Per Year

As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice. As a Financial Advisor you can expect to: Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.

Charlotte, North Carolina30+ days ago

$100,000–$120,000 Per Year

In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.). The consultant will partner closely with the Global COO organization, sales leadership, and field sales teams to identify growth opportunities, enhance segmentation frameworks, and improve sales effectiveness.

High Point, NC19 days ago

Remote

Full-time

Wisepath partners closely with financial advisors, CPAs, attorneys, and other specialists to provide clients with comprehensive, coordinated planning designed to build, protect, and transfer wealth with confidence. Due to continued growth and expansion, Wisepath is seeking an experienced Financial Advisor with a CPA designation to support high-value clients and help scale its advisory platform.

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

Remote

$87,000–$100,000 Per Year

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. We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.

Charlotte, NC30+ days ago

$90,000–$95,000

Execute and support annual compliance program requirements including financial document reviews, billing reviews, suitability reviews, third-party service provider due diligence, and annual risk assessments and reports. Execute regulatory compliance and supervisory tasks including email reviews, trade reviews, marketing reviews, document drafting, and regulatory filings via the FINRA Firm Gateway.

Charlotte, NC24 days ago

$60–$75 Per Hour
Temporary

ResponsibilitiesAnalyze finance and accounting processes to support legal entity restructuringServe as liaison between company and specialistsUtilize project management skills to support business requirement gathering and implementation activitiesAssist with data and entity management technology QualificationsBachelor’s degree or higher in accounting, finance, or other related fields 5+ years of relevant GSIB banking experienceStrong experience performing financial statement close activitiesCertified Public Accountant (CPA) license strongly preferred Project Management Professional (PMP) certification strongly preferredAbility to serve on-site at least 3-days a weekQualified applicants must reside in the continental U.S. Must be legally authorized to work in the United States now and in the future. New York Pay Transparency Pursuant to the pay transparency laws of New York State and other local ordinances within the state including (but not limited to) New York City, the salary range displayed is for the New York markets.

Charlotte, NC30+ days ago

Our Firm is interested in hiring Accounting and Finance Professionals – Certified Public Accountants, Accounting Managers, Financial Reporting Managers, Senior Accountants, Audit Managers, Audit Seniors, etc. Apply now to start working with many of the nation’s largest corporations completing important financial and accounting projects of critical strategic significance.

Asheville, NC20 days ago

As a Financial Advisor, you will be responsible for providing financial guidance and investment advice to clients, helping them make informed decisions to secure their financial future. If you are passionate about helping individuals achieve their financial goals and possess the required qualifications and skills, we invite you to apply for this rewarding opportunity as a Financial Advisor.

New!

Charlotte, NC4 days ago

10+ years of SAP / ERP experience, including large-scale S/4HANA implementations (at least 3 end-to-end implementations)**. Controlling (CO): Cost Center, Profit Center (real-time PCA), Internal Orders, allocations, WIP, and settlements.

Greensboro, North Carolina10 days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Charlotte, NC30+ days ago

The leader owns large pursuit strategy end-to-end—shaping solutions, developing value narratives, estimating, differentiating competitively, and guiding cross-functional teams—while engaging C-suite stakeholders to deliver outcomes in growth, experience, and efficiency. With its strong 55-year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms.

Charlotte, North Carolina25 days ago

Temporary

Qualified applicants must reside in the continental U.S. Must be legally authorized to work in the United States now and in the future. Utilize project management skills to support business requirement gathering and implementation activities.

Raleigh, NC30+ days ago

Responsible for the day-to-day equity awards, compliance with internal policies and external regulations, employee communications, and coordination with key internal and external partners (including Finance, Legal, Payroll, HR and our equity platform provider. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people.

Greensboro, NC30+ days ago

$55,000–$100,000 Per Year

Working with customers and sales consultants to create beautiful rooms and spaces while recommending furniture and accessories to give customers a completed, designed look. We are seeking Interior Design Consultants or Design Graduates to work at Haverty’s furniture helping to create dynamic Home Décor designs and furnish happiness for our customers.

Concord, NC12 days ago

$55,000–$100,000 Per Year

Huntersville, NC16 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.

Raleigh, North Carolina30+ days ago

Your day to day will include:Building and configuring solutions using Power Apps, Power Automate, Power BI, and the broader Microsoft 365 ecosystem to extend OnePlan and integrate with client environments. Strong, demonstrable proficiency with the Microsoft Power Platform, including Power BI (report/dashboard development), Power Apps (canvas and/or model driven apps), and Power Automate (flow design and automation).

Raleigh, NC30+ days ago

Remote

$94,900–$130,500 Per Year

To ensure Home or Hybrid Home/Office employees’ ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria: + At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested. This role will collaborate closely with CenterWell leadership and senior leaders across our Primary Care, Home, and Pharmacy businesses to advance delivery of personalized and integrated care that improves experience, quality, and outcomes while addressing some of the segments’ most important opportunities and challenges.

CHARLOTTE, NC30+ days ago

$139,000–$239,000 Per Year

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. + Develop strategic initiative portfolio , including development of compelling business cases for strategic investment planning in alignment with strategic objectives; Prepare executive-level materials such as QBR decks, stakeholder updates, and implementation plans.

Greensboro, NC30+ days ago

The successful candidate will work directly with client stakeholders to evaluate current financial workflows, design future-state solutions, support implementations, and guide organizations through ERP adoption and optimization initiatives. Our client is seeking an experienced ERP Financials Consultant with deep expertise in Epicor Kinetic implementations and financial process transformation initiatives.

Raleigh, NC30+ days ago

$60–$70 Per Hour
Contractor

Key Requirements and Technology Experience: Key skills; OFSAA , FCCM, ECM , Financial Crime processes, regulatory compliance , At least 5 years of experience in Oracle Financial Services Analytical Applications Gathering business requirements, configuring OFSAA modules like FCCM, and collaborating with technical teams for system integration is must. By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.

Raleigh, NC30+ days ago

$25.48–$60.63 Per Hour

Picture yourself building a successful career at Oracle NetSuite—working alongside hardworking, dedicated, innovative, and driven people; staying invested in our customers and communities; and helping fast‑growing mid-sized organizations and large enterprises achieve their business goals. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle’s differing products, industries and lines of business.

CHARLOTTE, NC30+ days ago

$100,000–$179,000 Per Year

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. + Lead complex initiatives such as due diligence programs with broad impact and act as key participant in execution of due diligence reporting processes and controls, interpret policies, guideline and governance programs.

Charlotte, NC30+ days ago

Must have hands on experience in any ONE of the following areas of Financial Supply Chain Management (FSCM Credit Management, Collections/Disputes), Cash Management (Cash Flows, Inhouse Cash) or Treasury and Risk management. Exposure on OOB functionalities available with FI-AR and collection/ dispute / credit management / biller direct portal.

Raleigh, NC30+ days ago

$160,000–$250,000 Per Year

The ideal candidate should have a demonstrated history of sales success, experience thriving in a fast-paced setting, possess confidence, emotional intelligence, and credibility, exhibit high integrity, and maintain an excellent work ethic. Total Compensation$160,000—$225,000 USDBase Salary$50,000—$60,000 USDPay may vary by location, and actual compensation depends on factors like qualifications, experience, skills, and business needs.

New!

Matthews, NCToday

$42,000–$44,000 Per Year

Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.

Raleigh, North Carolina7 days ago

$25.48–$34.13 Per Hour

What You'll Do: The New Business Consultant is instrumental to the success of regional sales offices by building partnerships with our financial professionals, accurately onboarding new client accounts, managing account openings and asset movement requests with broker-dealer, and serving as a point of contact between financial professionals, product partners, and custodians. 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.

NC30+ days ago

Full-time

After learning the basics, Associate Advisors participate as part of our “matchmaking team,” where they are trained to help match up prospects with the advisor who would be the best fit. Works daily in Salesforce (our CRM - Customer Relationship Management software), eMoney (our financial planning software), Box, DocuSign, GSuite, and more.

NC30+ days ago

Full-time

ONLY on W2 COMPLIANCE Consultant: 6 POSITIONS Locations: Charlotte(Hybrid 3 day onsite) Duration: 12 months Job Description: In this contingent resource assignment, candidate may: Consult as an expert to develop or influence initiatives and resources for highly complex business and technical needs across Compliance or Financial Crimes. FDCPA, FCRA, UDAAP) Prior experience executing Risk Control Self-Assessments (RCSA) exhibiting proficiency and know of the Risk Control Self-Assessment (RCSA) process Experience and understanding of auto lending, specifically in operations, including servicing and collections.

Raleigh, NC30+ days ago

We take pride in how our employee retention, robust benefits package, and company values have led to Kimley-Horn’s placement on the Fortune “100 Best Companies to Work” list for 18 years! Share this job with a friend (https://careers-kimley-horn.icims.com/jobs/20192/financial-analyst/job?mode=apply&apply=yes&in_iframe=1&hashed=-1834442239).

Raleigh, NC18 days ago

Contractor

Key Responsibilities Contribute to the design and implementation of Vertex tax engine integration with Oracle Cloud ERP Work with the software engineering team to design and implement integration using Kafka event streams and Oracle Cloud ERP integration methods (REST APIs, File-based integration etc) Define and validate data mappings, data flows and reconciliation processes to ensure accurate financial postings to Oracle Cloud ERP Accounts Payables and General Ledger. JobID: 53776Job Title: Senior Techno-Functional Consultant - Oracle Cloud ERP Location: Raleigh, NC - 3 days onsite Duration: 6 month contract to hire Job Description:The consultant will play a key role in the solution design, integration architecture and implementation, ensuring seamless integration between enterprise systems, Kafka data streams and Oracle Cloud ERP for financial processing, Payments and General Ledger accounting.

Raleigh, NC26 days ago

Remote

$80,000–$115,000

Our strategic approach focuses on understanding our clients' operational challenges and inefficiencies, allowing us to recommend and implement the most suitable solutions tailored to their specific needs. As an ERP Consultant for Sage Intacct, you will be instrumental in guiding our clients through the journey of integrating this leading cloud-based financial management solution.

Charlotte, North Carolina30+ days ago

This role will focus on delivering end-to-end financial solutions, driving system upgrades, and partnering with business stakeholders to optimize financial processes. About Us: CTG, a Cegeka company, delivers IT and business solutions that enhance clients’ digital agility, empowering them to seize new opportunities and overcome any challenge.

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Financial Consultant Jobs in North Carolina

Jobs

Financial Consultant - Winston-Salem, NCFidelity Investments

Financial Consultant - Cary, NCFidelity Investments

Interim Accounting ConsultantVaco LLC

Pricing ConsultantTTEC

Finance ConsultantTalent Shift

Franchise Business Consultant (located in Raleigh-Durham, North Carolina)International Dairy Queen, Inc.

SAP S4/HANA Group Reporting Functional ConsultantInfinite computer Solutions

VP, Financial ConsultantCharles Schwab

Financial Consultant - Learn & Lead in Advanced Strategies for HNW ClientsWealthBridge Financial Group

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

Institutional Client Management ConsultantCAPTRUST

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

Financial AdvisorNorthwestern Mutual

Technical Consultant - Tamarac ReportingEnvestnet

Technical Consultant - Tamarac TradingEnvestnet

Wealth Consultant - HendersonvilleFirst Citizens Bank

Financial AdvisorTranscend Practice Management

Client Segmentation and Strategy ConsultantAllspring Global Investments Holdings, LLC

Experienced Financial AdvisorCareer Headhunter LLC

Certified Financial PlannerMBC Talent Connections

Investments Accounting Consultant (Charlotte, NC (Hybrid) or Remote) (Charlotte, NC, US, 28277)BrightHouseFinancial

Investment Adviser Compliance ConsultantSynergy RIA Compliance Solutions

Finance ConsultantTalent Shift, LLC

Accounting Consultant- Full timeRegal Executive Search

Financial AdvisorThe Perillo Group

Senior IT SAP ConsultantIconma

Fractional CFOB2Bcfo

Financial Services Digital Customer Experience Strategy LeaderCapgemini

Finance ConsultantTALENT SHIFT LLC

Equity Plan ConsultantCBRE

Design Consultant (Greensboro, NC, USA)Havertys

Design Consultant (Concord, NC, USA)Havertys

Financial Advisor - Thrive Financial PartnersuFinancial Group

Technical Solution ConsultantOnePlan Solutions

CenterWell Strategy & Operations Senior ConsultantHumana

Commercial Banking Operations Excellence Horizontal Initiatives Senior Lead Business Execution ConsultantWells Fargo

Senior Epicor Kinetic Financials ConsultantGTN Technical Staffing

OFSAA ConsultantPyramid, Inc

NetSuite Senior Consultant — Software VerticalOracle

Lead Due Diligence ConsultantWells Fargo

SAP FICO + FSCM ConsultantDiverse Linx

Patient Care ConsultantSono Bello

Employment ConsultantBest Buddies International

New Business ConsultantPrincipal Financial Group

Associate Financial Advisor - North CarolinaAbacus Wealth Partners

Compliance ConsultantSyntricate Technologies

Financial AnalystKimley-Horn

Senior Techno-Functional Consultant - Oracle Cloud ERPPrestige Staffing

Consultant - Sage Intacct (Remote)SWK Technologies

SAP S/4HANA Finance Consultant (FI/CO)Computer Task Group, Inc

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