Back 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.