Wealth Management Advisor Jobs in Charlotte, NC
Jobot
$90000 - $115000
Matthews, NC
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First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. The role collaborates closely with executive leadership, business units, compliance, and audit to systematically identify, assess, and communicate risks affecting associates, clients, and the Company as a whole.
First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions .
First Horizon Bank
Charlotte, NC
Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. At First Horizon, our Business Banking Relationship Manager plays a pivotal role improving the lives of our clients and the well-being of their businesses through financial solutions, education, achieving their financial goals.
NYL - Matthews
$86000 - $121000
Charlotte, NC
Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds1 through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that financial professionals operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a fulltime agent’s contract will be paid first-year commissions on any sales made in a lump sum at the end of their PTAS Contract period.
Choreo
Charlotte, NC
Our Charlotte, NC office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Kestra Financial Independent Advisor
$27000 - $38000
Mooresville, NC
Destination Wealth Advisors is a small but growing wealth management first that believes financial advice should feel personal, thoughtful, and long-term. We collaborate closely with individuals, families, and business owners to help them make smart decisions about their money and build confidence in their financial future.
Charles Schwab
Charlotte, NC
Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Professions Inc
Charlotte, NC
As a respected and innovative financial institution, they stand as one of the largest and most admired companies in their sector, boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made to expand the advisor team and enhance client experiences.
Charles Schwab
Charlotte, NC
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.
Charles Schwab
Charlotte, NC
Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
BDO USA, LLP
Charlotte, NC
Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as well as taxation of entities owned by business owners (partnership and corporate taxation), is required. Job Duties: Performs tax planning, preparation and research for pass through entities (S-corps, LLCs, Partnerships) and the business owners' individual returns, which may include estates, trusts and charitable entities.
First Command Financial Services, Inc.
Charlotte, NC
We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
First Command Financial Services, Inc.
Charlotte, NC
Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.
uFinancial Group
Huntersville, NC
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.
Choreo
Charlotte, NC
As a member of the Wealth Advisory Leadership Team, this role partners closely with Practice Management, Advisor Enablement, Advanced Planning, Platform & Innovation, and Growth to drive adoption, change, and a differentiated advisor and client experience. This role is ideal for a proven wealth management leader who thrives at the intersection of sales leadership, advisor development, and growth execution, and who enjoys coaching advisors to achieve consistent, measurable results.
Choreo
Charlotte, NC
The Assistant Vice President, Advisor Growth Marketing is responsible for developing and executing scalable, multi-channel marketing strategies that accelerate advisor growth, increase share of wallet, deepen client engagement, and strengthen Choreo's position as the preferred wealth partner. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Choreo
Charlotte, NC
The Director of Integration Management will serve as the central orchestrator between Corporate Development, Operations, Human Capital, Finance, Technology, Legal & Compliance, Marketing, Investment Strategy and the Executive Leadership team, translating M&A strategy into operational reality. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
The Pelora Group
Charlotte, NC
You would love to build lifelong relationships with other financial professionals and staff through company trips, events, team building and shared experiences. As a Financial Advisor supported by The Pelora Group, you’ll be part of a community of professionals that will help you determine your purpose, execute your vision, and build your business.
Stone Press Financial Group
Charlotte, NC
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, (704) 554-6404. Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial strategy.
Choreo
Charlotte, NC
As a key member of our operations team, the Associate of Advisory Operations will work with the Operations team, wealth advisors, and other advisory team associates across multiple offices to serve a client base consisting of High-Net-Worth families and business owners. Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment.
Jobot
$150000 - $175000
Charlotte, NC
We are in our growth phase centered on a multi-year expansion of our RIA network, headcount, assets, and recent minority capital raises to invest further in technology, talent, and M&A support, and a new, larger national headquarters to accommodate future scaling. We are a fast growing, tech-enabled, wealth management platform with a strong culture of accountability, inclusion, and community engagement, supporting a national network of independent RIAs managing over 125B in AUM.
Intellisoft Technologies
Charlotte, NC
The engineer will work hands-on with Python, React, and modern Generative AI frameworks such as LangChain and LangGraph to develop scalable, production-ready solutions. You will collaborate with a senior technical team to add new agents, enhance UI functionality, improve testing, and evolve the overall AI architecture.
bdo consulting
$146000 - $200000
Charlotte, NC
The Core Tax Services (“CTS”) Senior Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
JPMorgan Chase
Charlotte, NC
Our 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.
Choreo
Charlotte, NC
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. Reporting to the Executive Vice President of Corporate Development, this role is responsible for financial analysis, market research, due diligence support, and project management that enables the company to execute its inorganic growth strategy.
Choreo
$120000 - $135000
Charlotte, NC
Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. In addition, this position will contribute to innovative projects across the Microsoft Power Platform—helping to expand automation, enhance Power BI dashboards, and support data integration initiatives tied to M&A activity.
Wells Fargo
$100000 - $196000
CHARLOTTE, NC
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. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
Huntington National Bank
Charlotte, NC
Duties and Responsibilities: + Serve as a core advisor to the Wealth Management Business, providing expert guidance on risk mitigation, policy development, and regulatory change impacts with an emphasis on Fiduciary Activities of National Banks detailed in Regulation 9. This leader works with a team of experienced risk professionals and partners with senior leaders to ensure effective risk governance, regulatory compliance, and operational resilience.
Huntington
Charlotte, NC
Serve as a core advisor to the Wealth Management Business, providing expert guidance on risk mitigation, policy development, and regulatory change impacts with an emphasis on Fiduciary Activities of National Banks detailed in Regulation 9. This leader works with a team of experienced risk professionals and partners with senior leaders to ensure effective risk governance, regulatory compliance, and operational resilience.
NorthPoint Search Group
Charlotte, NC
This role includes technical reviews, ASC 740 expertise, engagement management, identifying tax issues, business development, and leading a high-performing tax team. Position Overview: The Senior Tax Manager in the Financial Services Practice oversees tax compliance and consulting for financial institutions and financial services companies.
Financial Independence Group, LLC
Cornelius, NC
Our team partners cross‑functionally with technology, operations, and business leaders to develop AI systems that deliver measurable impact, ranging from predictive models and enterprise automations to retrieval‑augmented assistants and large‑scale generative AI solutions. We combine state‑of‑the‑art machine learning, modern data engineering, and agent‑driven automation to enhance how FIG supports advisors, strengthens operations, and accelerates strategic decision‑making.