NewTax Advisor JobotTax AdvisorCharlotte, NCRemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
NewInvestment Advisor Representative The Pelora GroupInvestment Advisor RepresentativeCharlotte, NCAs 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.
Financial Solutions Advisor Consumer Investments - Charlotte Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Charlotte MarketSalisbury, NCBack to search results Financial Solutions Advisor Consumer Investments - Charlotte Market Salisbury, North Carolina; Concord, North Carolina; Charlotte, North Carolina; Cornelius, North Carolina; Kannapolis, North Carolina; Charlotte, North Carolina; Statesville, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Consumer Investments - Greenville Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Greenville MarketBoone, NCBack to search results Financial Solutions Advisor Consumer Investments - Greenville Market Boone, North Carolina; Anderson, South Carolina; Asheville, North Carolina; Spartanburg, South Carolina; Greenville, South Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Consumer Investments - Greensboro Area Bank of America CorpFinancial Solutions Advisor Consumer Investments - Greensboro AreaGreensboro, NCBack to search results Financial Solutions Advisor Consumer Investments - Greensboro Area Greensboro, North Carolina; Kernersville, North Carolina; Greensboro, North Carolina; Winston Salem, North Carolina; High Point, North Carolina; Greensboro, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Wealth Management & Investment Advisor First Mid Bancshares, Inc.Wealth Management & Investment AdvisorClayton, North CarolinaResponsibilities include, but are not limited to: Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that are most appropriate to meet their client’s needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client’s financial lives.
Financial Solutions Advisor Registration Candidate Consumer Investments - East Charlotte Market Bank of America CorpFinancial Solutions Advisor Registration Candidate Consumer Investments - East Charlotte MarketCharlotte, NCBack to search results Financial Solutions Advisor Registration Candidate Consumer Investments - East Charlotte Market Charlotte, North Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products.
NewFinancial Advisor - Investment Services Group Truist BankFinancial Advisor - Investment Services GroupWinston-Salem, North CarolinaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals and investment needs.
NewFinancial Advisor - Investment Services Group Truist Financial CorpFinancial Advisor - Investment Services GroupWinston-Salem, NCGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients'' individual goals and investment needs.
Independent Wealth Advisor / Financial Advisor Orion PlacementIndependent Wealth Advisor / Financial AdvisorWilmington, North CarolinaRemoteTo be considered, you must currently manage at least 35,000,000 in portable client assets, be appropriately licensed to act as an Investment Advisor Representative, and be comfortable with a high payout, fee based compensation model rather than a traditional base salary. You will have a flexible, advisor driven schedule, with the ability to work independently and meet clients where it makes the most sense, while maintaining a regular in person presence at the office for collaboration and client meetings.
Director, Adhesion Investment Platform Management Asset MarkDirector, Adhesion Investment Platform ManagementCharlotte, NC$160,000–$180,000 / yearThe Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across all investment products and programs. This role will collaborate closely with cross-functional teams and senior leadership across AssetMark and Adhesion to identify and execute the highest‑priority product management and platform initiatives that support the firms' long‑term growth objectives.
Head of Investment Data & AI ChoreoHead of Investment Data & AICharlotte, NCThis role sits deliberately at the intersection of investment process and technology — it does not own enterprise IT, security, or firm-wide vendor contracts (those remain with Firm Operations and Technology), and it does not own investment judgment calls (those remain with the Manager Research Leads, Portfolio Strategy Lead, and CIO per a decision-rights matrix). This role is accountable for agentic workflows (initially focusing on research summarization, meeting documentation, the shared research knowledge base, due diligence data-gathering, advisor content drafting, portfolio monitoring and more) both in terms of development and guardrails, and compound in value as the platform scales.
Director, Adhesion Investment Platform Management AssetMark Financial HoldingsDirector, Adhesion Investment Platform ManagementCharlotte, North CarolinaThe Director will focus on creating a best‑in‑class marketplace experience for advisors, asset managers, and internal stakeholders by streamlining workflows, improving operational efficiency, and ensuring consistent, scalable execution across all investment products and programs. This role will collaborate closely with cross-functional teams and senior leadership across AssetMark and Adhesion to identify and execute the highest‑priority product management and platform initiatives that support the firms’ long‑term growth objectives.
Asset Management - Client Advisor - RIA Channel - Southeast JPMorgan Chase & CoAsset Management - Client Advisor - RIA Channel - SoutheastCharlotte, NCOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorCharlotte, NCThe 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.
Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. Truist Financial CorpChief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc.Charlotte, NC$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Senior Investment Consultant - Private Markets Asset MarkSenior Investment Consultant - Private MarketsCharlotte, NCRemote$125,000–$175,000 / yearServing as a senior subject-matter expert and external-facing investment consultant, you will partner closely with AssetMark's sales teams to educate and engage financial advisors, develop territory strategies, and drive production and net flows. Private markets expertise: Strong knowledge of private credit, private equity, private real estate, infrastructure, and other alternative investment strategies, including interval funds and other evergreen/private market structures.
Chief Compliance Officer (Cco) For Truist Investment Services, Inc. And Truist Advisory Services, Inc. Truist Financial CorporationChief Compliance Officer (Cco) For Truist Investment Services, Inc. And Truist Advisory Services, Inc.Charlotte, NC$200,000–$290,000 / yearRIA expertise and coordination: Provide compliance leadership for advisory activities within an SEC-registered RIA framework (including Advisers Act obligations such as disclosures, conflicts management, Code of Ethics oversight, and best execution), and coordinate broker-dealer/RIA requirements to promote consistent client outcomes and a cohesive control environment. Please review the following job description: The Chief Compliance Officer (CCO) for Truist Investment Services, Inc. and Truist Advisory Services, Inc. is responsible for leading an integrated broker-dealer and SEC-registered registered investment adviser (RIA) compliance program and serving as the primary regulatory-facing executive for the firms.
Senior Investment Consultant - Private Markets AssetMark, Inc.Senior Investment Consultant - Private MarketsCharlotte, NCRemote$125,000–$175,000 / yearServing as a senior subject-matter expert and external-facing investment consultant, you will partner closely with AssetMark's sales teams to educate and engage financial advisors, develop territory strategies, and drive production and net flows. Private markets expertise: Strong knowledge of private credit, private equity, private real estate, infrastructure, and other alternative investment strategies, including interval funds and other evergreen/private market structures.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NCGreensboro, North CarolinaThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.