UNKNOWN

FEED

Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General 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.

Truist Financial Corp

Premier Advisor, Hickory, NC

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Premier Advisor - Winston Salem, NC

The Financial Advisor with an investment/trust/estate planning focus is responsible for providing exemplary member service and has demonstrated ongoing proficiency in delivering solutions to members in areas such as life insurance, investments, trust services, estate planning and retirement planning, through branch telephone, and/or digital delivery channels. (65%) Direct Financial Advising – Financial Product Delivery and Technology Proficiency Proficiently works to meet members’ financial needs by helping them to understand, obtain, and maintain financial advisory solutions as needed to meet the members’ financial goals, objectives, and needs.

State Employees' Credit Union

Financial Advisor

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Premier Advisor - Monroe, NC

Premier Advisor - Charlotte, NC

Identify potential existing Brokerage customers to initiate additional sales by actively "account managing" and refer customers with banking needs to retail banking partners. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients and existing United Brokerage customers.

United Bank, Inc.

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Experience & expertise: Minimum eight years related work experience with 5 years of experience in risk management within retirement services, trust/custody, or related fiduciary operations, with deep command of ERISA (fiduciary duties, plan operations, fee disclosures), IRS rules, and DOL oversight. In this role, you’ll bring deep ERISA expertise to guide business decisions, build trusted partnerships with senior leaders, and strengthen a control environment that spans operations, technology, and client service.

The Vanguard Group

Divisional Risk Advisor (Retirement/ERISA)

The Data Risk Advisor will partner with business, technology, enterprise and divisional governance, and analytics leaders to provide credible challenge, identify emerging risks, and strengthen the management of critical data assets and capabilities. This role will complement broader divisional risk coverage by bringing deep expertise in data-related risks, governance frameworks, data supply chains, and analytics capabilities.

Vanguard Group

Data Risk Advisor, Senior Specialist

In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships.

YEAR

U.S. Bancorp

PWM Private Wealth Advisor

The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

Huntington National Bank

HFA Financial Advisor Senior - Branch

Senior Financial Advisor - Branch

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.

uFinancial Group

Financial Advisor - Thrive Financial Partners

JobScore

Advanced and proven working knowledge of deposit, credit and investment products* Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful* Ability to thrive and be an active participate on a team* Demonstrated proficiency in basic computer applications, such as Microsoft Office software products* Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications:* Bachelor's Degree in Business, Finance or Economics* CFP preferred or CTFA, CFA, CPA, JD or MBA* Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA* 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients* Graduate of a leadership or management development program (Such as LDP, Banking School) General 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. Ensures that appropriate continuing education requirements are met where needed* 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs* Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace* Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor.*

Truist Bank

Wealth Advisor III

U.S. Bank

Private Wealth Management Private Wealth Advisor

Your Role: Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.

Brighton Jones

Lead Advisor - New Market - Raleigh - Durham, NC

FULL_TIME

Your Role: Acts as a Personal CFO for existing clients (where applicable) and new clients; leads the client relationship, delivers an exceptional experience, and designs, implements and manages the wealth management plan that supports their passions and purpose - their “Life Plan”. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.

Lead Advisor - New Market - Charlotte, NC

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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. About San Blas Securities: San Blas Securities is a rapidly growing, full-service investment bank and independent advisor network.

San Blas Securities

Financial Advisor Series 7/65 or 66

This major investment allows us to serve more customers, provide advisors with greater earning opportunities, and create an even better experience for both our employees and customers. We're continuing to grow and have recently completed a brand-new, state-of-the-art service drive , while expanding our service department from 20 to 30 service bays .

Sir Walter Chevrolet

Automotive Service Advisor (Earnings of up to $100k plus)

Summary: The HFA Financial Advisor Senior - Branch partner closely with branch staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals. Coach branch staff regularly in every location to better profile customers to identify short-term and long-term goals and provide appropriate solutions as needed.

Investment Advisor Jobs in North Carolina

Premier Advisor, Hickory, NC Truist Financial Corp

Premier Advisor - Winston Salem, NC Truist Financial Corp

Financial Advisor State Employees' Credit Union

Premier Advisor - Monroe, NC Truist Financial Corp

Premier Advisor - Charlotte, NC Truist Financial Corp

Financial Advisor United Bank, Inc.

Divisional Risk Advisor (Retirement/ERISA) The Vanguard Group

Data Risk Advisor, Senior Specialist Vanguard Group

PWM Private Wealth Advisor U.S. Bancorp

HFA Financial Advisor Senior - Branch Huntington National Bank

Senior Financial Advisor - Branch Huntington National Bank

Financial Advisor - Thrive Financial Partners uFinancial Group

Wealth Advisor III Truist Bank

Private Wealth Management Private Wealth Advisor U.S. Bank

Lead Advisor - New Market - Raleigh - Durham, NC Brighton Jones

Lead Advisor - New Market - Charlotte, NC Brighton Jones

Financial Advisor Series 7/65 or 66 San Blas Securities

Automotive Service Advisor (Earnings of up to $100k plus) Sir Walter Chevrolet

HFA Financial Advisor Senior - Branch Huntington Bancshares Inc

Senior Financial Advisor - Branch Huntington Bancshares Inc

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