Current jobs related to Financial Advisor - Charlotte - Northwestern Mutual

  • Financial Advisor in Training

    2 weeks ago

    Charlotte, United States Ameriprise Financial Full time

    Schedule introductory Financial Planning discussions on behalf of Advisor Teams. Schedule product discussions with advisors and product specialists. Enter notes into Client Relationship Management tool to detail interaction. Required Qualifications. Financial Advisor, Advisor, Training, Financial Planning, Financial, Asset Manager, Banking

  • Financial Advisor in Training

    2 weeks ago

    Charlotte, United States Ameriprise Financial Full time

    The Financial Advisor in Training position is intended for those who want to become a financial advisor in a team environment. As a Financial Advisor in Training, we provide necessary support to obtain your Series 7 and 66 and life insurance licenses as you start getting exposure to working with clients by scheduling appointments for our financial advising...

  • Director of Advisor Technology

    4 weeks ago

    Charlotte, United States Independent Advisor Alliance Full time

    Who is Independent Advisor Alliance?Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. We provide our affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and...

  • Director of Advisor Technology

    4 weeks ago

    Charlotte, United States Independent Advisor Alliance Full time

    Who is Independent Advisor Alliance?Independent Advisor Alliance (IAA) is strategically focused on building a community of successful independent advisors serving the financial and retirement needs of individuals and businesses. We provide our affiliated advisors with customized support services designed to optimize efficiencies, reduce expenses, attract and...

  • Financial Advisor

    1 week ago

    Charlotte, United States Edward Jones Full time

    Job OverviewIf you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and...

  • Financial Strategy Advisor

    3 weeks ago

    Charlotte, North Carolina, United States The Pelora Group Full time

    We are looking for a knowledgeable financial advisor to guide our clients in crafting and executing strategies that align with their aspirations. The ideal candidate will possess a Bachelor's degree in finance or business, a solid history of fostering successful and enduring advisory relationships, along with outstanding communication abilities. Key...

  • Financial Strategy Advisor

    3 weeks ago

    Charlotte, North Carolina, United States The Pelora Group Full time

    We are looking for a skilled financial planning consultant to guide our clients in crafting and executing effective strategies to meet their financial aspirations. The successful candidate will possess a Bachelor's degree in finance or business, a solid history of fostering enduring advisory relationships, and outstanding communication abilities. Key...

  • Financial Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Modern Woodmen of America Full time

    Welcome to Modern Woodmen of AmericaModern Woodmen of America is a fraternal benefit society that prioritizes the needs of its members. We focus on retirement strategies, investment opportunities, and life insurance solutions. Our financial advisors are dedicated professionals committed to supporting our members and enhancing community welfare.Position...

  • Senior Financial Advisor

    4 months ago

    Charlotte, United States Farther Full time

    Job DescriptionJob DescriptionCompany DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management,...

  • Mobile Financial Advisor

    3 weeks ago

    Charlotte, North Carolina, United States First Bancorp Full time

    Position Overview The role of Mobile Financial Advisor is pivotal in ensuring that our clients' financial aspirations are met. This position entails conducting a comprehensive financial needs analysis to identify the most suitable products and services tailored to each client's unique situation. Key Responsibilities Perform detailed assessments of...

  • Financial Advisor, Truist Investment Services, Charlotte, NC

    4 months ago

    Charlotte, United States Truist Financial Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...

  • Financial Services Summer Internship

    3 weeks ago

    Charlotte, North Carolina, United States Rockefeller Financial Full time

    About Rockefeller Capital Management:Rockefeller Capital Management, founded in 2018, stands as a premier independent advisory firm in the financial sector. With roots tracing back to 1882 as the family office of John D. Rockefeller, the firm has transformed to provide strategic counsel to ultra- and high-net-worth individuals, families, institutions, and...

  • Financial Assistance Advisor

    3 weeks ago

    Charlotte, North Carolina, United States Atrium Health Full time

    Position OverviewJob SummaryThe role involves engaging with patients who lack adequate insurance coverage and identifying potential resources that can aid in managing their hospital and medical expenses. The advisor will guide patients through the application procedures and ensure timely completion of necessary documentation.Key ResponsibilitiesAnalyze daily...

  • Lead Financial Accountant

    3 weeks ago

    Charlotte, North Carolina, United States LPL Financial Holdings, Inc. Full time

    Company Overview:LPL Financial Holdings, Inc. is a prominent firm in the financial services sector, dedicated to empowering financial advisors. With a commitment to independence, we support over 22,000 advisors and numerous investment programs across the nation. Our focus is on providing personalized financial guidance, ensuring that our advisors have the...

  • Financial Solutions Advisor

    2 weeks ago

    Charlotte, North Carolina, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Advisor to join our team at Bank of America Merrill. As a Financial Solutions Advisor, you will play a critical role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies.Key ResponsibilitiesDevelop and maintain...

  • Senior Financial Consultant

    3 weeks ago

    Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a seasoned Financial Consultant to enhance our client services. In this role, you will engage with clients to assess their financial goals and risk profiles, subsequently recommending tailored financial solutions. A solid understanding of current financial products and necessary licenses is essential for...

  • Senior Financial Consultant

    3 weeks ago

    Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this role, you will engage with clients to understand their financial situations and recommend tailored financial strategies. A strong background in finance and the necessary...

  • Senior Financial Consultant

    3 weeks ago

    Charlotte, North Carolina, United States Stone Press Financial Group Full time

    Job OverviewStone Press Financial Group is seeking a Senior Financial Consultant to provide expert guidance to clients regarding their financial aspirations and risk profiles. In this pivotal role, you will engage with clients to understand their financial landscape and recommend tailored strategies that align with their goals.Our firm values the development...

  • Senior Financial Planning Compliance Analyst

    2 days ago

    Charlotte, North Carolina, United States LPL Financial Holdings, Inc. Full time

    Transformative Financial Planning Compliance RoleWe are seeking a highly skilled and detail-oriented Senior Financial Planning Compliance Analyst to join our team at LPL Financial Holdings, Inc. As a key member of our compliance team, you will play a critical role in ensuring the integrity and accuracy of our financial planning...

  • Senior Financial Reporting Specialist

    3 weeks ago

    Charlotte, North Carolina, United States LPL Financial Holdings, Inc. Full time

    Company Overview:LPL Financial Holdings, Inc. is dedicated to serving financial advisors and their clients with a commitment to independence and personalized guidance. We support a vast network of financial professionals, ensuring they have the tools and resources necessary to thrive in their practices.Position Summary:The Lead Financial Accountant will play...

Financial Advisor

4 months ago

Charlotte, United States Northwestern Mutual Full time

Entrepreneurship while making an impact.

This is a career shift that could change everything.

If youve considered starting a business, this may be what youre looking for.

As a Financial Advisor, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.

  • Make an impact on the community, peoples lives, and the communities you care for by providing paths to financial stability and peace of mind.
  • Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
  • Experience the power of independence and flexibility with the freedom to live the life you want to live.
  • Working for yourself alongside other driven, competitive, hardworking people who support you being your best every day.

How will you build your business? You will

  • Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
  • Establish impactful networks in the community and learn how to authentically build referral connections.
  • Develop and maintain long-term client relationships (our average client relationship is over 40 years.)
  • Provide customized financial strategies and solutions through factfinding and holistic financial planning.
  • Broaden and deepen your skillset through ongoing professional development and joint work experiential learning.
  • The opportunity to design your roadmap to leadership and specialized roles.

Who do you need to be?

  • Dependable, consistent, full of integrity and honesty.
  • Excellent communicator and relationship builder.
  • A driven, independent, self-motivated, and goal-oriented person.
  • Growth minded, coachable with strong desire for long term success.

Who we are?

  • Unsurpassed Financial Strength, Financial Ratings the highest in any industry
  • Fortunes 2021 Worlds Most Admired Companies, #1 in our class
  • Top 5 Independent Broker-Dealer
  • Ranked 90 on the esteemed 2020 FORTUNE 500 list
  • $400 million donated through the NM Foundation
  • 455,000 hours donated toward Childrens Cancer Research
  • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.

At Northwestern Mutual we believe that everyone deserves to spend their lives living and that a strong financial plan is the cornerstone for ensuring that reality Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living

  • Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need

by Jobble