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The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

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LPL Financial

AVP, AI Risk and Governance

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LPL Financial Holdings Inc

Senior Software Engineer

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AVP, Accounting Transformation

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As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

AVP, Growth Strategy & Execution

The ideal candidate demonstrates the ability to pursue greatness through transformative thinking, act with integrity when making governance and technology decisions, remain driven to help our clients succeed by enabling trusted and scalable data consumption, win together through cross-functional influence and collaboration, and create and share joy by fostering alignment, simplification, and measurable impact across the organization. Working across Enterprise Data Lakehouse (EDLH), Data Warehousing & Automation (DWA), Data Modernization & Sharing (DMS), AI Engineering (AIE), and Data eXperience & Analytics (DXA), this leader drives alignment, integration, and measurable business outcomes while operating without direct ownership of the underlying engineering platforms.

VP, Data Intelligence Transformation

AVP, Investment Products

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model.

Bank of America

Relationship Manager

Senior Learning and Development Consultant

VP, Success Manager

This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Over 10,000 advisors partner with AssetMark for our investment offerings, innovative technology, advanced services, and expertise, which they use to delight their clients and grow their businesses.

AssetMark Financial Holdings

Associate Engineer

This leader partners closely with Financial Advisors, Relationship Managers, and other client-facing teams to provide expert guidance, identify client needs, and enhance the organization's capability to deliver comprehensive, risk-managed insurance solutions. Identify, evaluate, and manage relationships with Independent Marketing Organizations (IMOs), Brokerage General Agencies (BGAs), and carrier partners to expand the divisions product capabilities, distribution reach, and non-interest income potential.

United Bank, Inc. (Inactive)

Director of Insurance Solutions

Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.

Mercer Advisors

Regional Vice President, Community (Charlotte)

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. 8+ years of relevant experience in strategic relationship management, institutional relationship management, strategic account management, enterprise account management, channel partnerships, alliances or a closely related field.

Choreo

Strategic Relationship Manager

GreenHouseAPI

Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Your work will directly contribute to the success of Baird’s Private Wealth Management business, where true wealth management means understanding each client’s unique vision and tailoring solutions to help them succeed.

Baird

Client Specialist

AVPs in the LOB Digital / Technical Products job family are responsible for leading a digital/technology team focused on defining, managing and delivering digital / technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs. These AVPs are also responsible for translating business priorities into digital / technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital / technology, marketing and line of business product with the end goal of deploying innovative solutions.

Industry leading service that puts our memberships' needs first. We're dedicated to the financial well-being of members of the military and their families for generations to come. That's why we provide a variety of financial products and best-in-class service to help our members achieve their financial goals and plan for the future. Our history continues to drive our purpose. USAA began in 1922 with 25 Army officers who offered to insure each other's vehicles when no one else would. Today, their tiny organization has grown into a respected institution offering a full range of financial products to millions of members. We believe they'd be pleased to know that USAA remains true to their founding values of service, loyalty, honesty and integrity. In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other's vehicles, they could not have imagined that their tiny organization would one day serve over 8 million members and become one of the only fully integrated financial services companies in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.

USAA

AVP, Digital Service - Life, Health & Annuities

Platform Administration and Configuration: Configure and maintain users, roles, profiles, permission sets, public groups, queues, page layouts, record types, Lightning pages, custom fields, validation rules, and other platform capabilities required to support business operations. Global Delivery & Continuous Improvement: Participate actively in agile ceremonies, retrospectives, documentation, testing, and knowledge sharing across the GCC and U.S. teams, and responsibly use AI-assisted methods to improve administration, analysis, documentation, and troubleshooting.

Salesforce Administrator

AssetMark, Inc.

Knowledgeable about the nuances of the Financial Services industry broadly, and insurance specifically, as well as front-line sales and commerce organizations, and are ready to apply your knowledge to help clients optimize and transform their sales and service solutions. Originate, qualify, and close new opportunities for Accenture with our Insurance industry clients, including sales (advisor) enablement, go-to-market strategies, direct to consumer growth, lead management, and sales operating model design.

Accenture Plc

Senior Manager | Sales Reinvention | Insurance

Meaningful experience in wealth management, asset management, or closely related fintech, with a working understanding of investment products, portfolio management, and the data and workflows that support them. At AssetMark, you'll have the opportunity to own products that matter, tackle complex problems alongside talented colleagues, and see the impact of your work across thousands of financial advisors and the clients they serve.

Wealth Management Advisor Jobs in Charlotte, NC

AVP, AI Risk and Governance LPL Financial

Senior Software Engineer LPL Financial Holdings Inc

AVP, Accounting Transformation LPL Financial

AVP, Growth Strategy & Execution LPL Financial

VP, Data Intelligence Transformation LPL Financial

AVP, Investment Products LPL Financial Holdings Inc

Relationship Manager Bank of America

Senior Learning and Development Consultant LPL Financial

VP, Success Manager LPL Financial

Associate Engineer AssetMark Financial Holdings

Director of Insurance Solutions United Bank, Inc. (Inactive)

Regional Vice President, Community (Charlotte) Mercer Advisors

Strategic Relationship Manager Choreo

Client Specialist Baird

AVP, Digital Service - Life, Health & Annuities USAA

Salesforce Administrator AssetMark Financial Holdings

Salesforce Administrator AssetMark, Inc.

Senior Manager | Sales Reinvention | Insurance Accenture Plc

Senior Product Manager AssetMark Financial Holdings

Senior Product Manager AssetMark, Inc.

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