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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. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).

Truist Bank

Premier Advisor - Charlotte, NC

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Completion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst.(CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® – Chartered Retirement Planning Counselor, or ChFC® – Chartered Financial Consultant®. 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.

Premier Advisor - Winston Salem, NC

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Banking experience helpful 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. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

Brokerage Financial Advisor

Financial Advisor - Private Client Group

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.

YEAR

Brighton Jones

Lead Advisor - New Market - Charlotte, NC

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After approximately 18-24 months, launch into a promotional position as a Mass Affluent Financial Advisor where you will work within a collaborative team model to build strong relationships with our clients, identify investment needs and provide tailored financial advice and portfolio management guidance. Our Advance to Financial Planning Advisor Program is a structured pathway designed to build the next generation of financial advisors-combining real-world client experience, intentional development, and a clear progression into a Financial Advisor role.

Vanguard Group

Advance to Financial Planning Advisor

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Teams here include commercial bankers, wealth management advisors, credit analysts, technology specialists, and retail banking professionals who work together across a coast-to-coast network to serve clients at every stage of their financial lives. As a top-20 U.S. financial institution with over $200 billion in assets and more than 550 branches across 23 states, the organization offers the full spectrum of financial services including personal banking, business banking, commercial lending, private banking, and wealth management.

HOUR

Global Technical Talent is a subsidiary of Chenega Corporation (www.Chenega.com) with over 1.3 billion US$ in revenue and 5800 US employees. We provide Total Talent Solutions, Global staffing, SOW, RPO, Direct Sourcing, and Global Payroll with physical offices in US, Canada, and India. GTT Digital headquartered in Toronto specializes in providing high-tech digital and banking talent to some of the nation’s largest financial institutions. GTT has been a leader in the staffing industry for over 22 years and is one of the largest staffing firms in the New England region. We are known for our Fortune 500 clientele and cutting-edge, technology-driven recruiting infrastructure.
We are a Native American-owned, economically disadvantaged corporation that highly values diverse and inclusive workplaces. Our clients and partners are among the most successful and innovative organizations in the world. Our top clients are Fortune 500 banking, insurance, and financial services firms, some of the nation’s largest life sciences, biotech, utility, and retail companies, and prestigious educational institutions in the Ivy League tier. There is always a new opportunity for success when you look through all of the open job opportunities on our website’s career page. Just click on this link: https://bit.ly/gttcareers Awards SIA’s Best Staffing Firm to Work for ( 2019 -2023) SIA’s Fastest Growing Staffing Firm Inc 5000 Company NH Business Magazines Fast 5 fastest growing companies.

GTT, LLC

ServiceNow Developer (Software Asset Management)

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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.

Data Risk Advisor, Senior Specialist

3+ years of related work experience Minimum of 3 years of experience in sales and retail operations, with proven success in driving sales performance, managing operational processes, and delivering high-quality customer experiences. In addition to customer engagement, the Advisor supports dealership operations by completing required operational tasks, maintaining compliance, and helping ensure the dealership is prepared to deliver consistent, high-quality customer experience.

DriveTime has become one of the nations leading automotive retailers as a result of the passion, energy and dedication of our more than 2,700 employees. We believe in hiring great people, developing their skills, nurturing their career progression and offering them strong compensation and benefits. It's a simple philosophy, yet quite unique. 
 We invite you to learn more about us and explore our opportunities.
 
 At DriveTime, we're experts at obtaining financing for all of our customers while providing a unique experience that allows the customer to take control over the entire process. DriveTime offers innovative credit solutions, quality vehicles and outstanding customer service. Headquartered in Phoenix, Arizona, we currently operate more than 100 dealerships across the United States and continue to expand our operations.

DriveTime

Sales & Operations Advisor

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 Corporation

Premier Advisor - Monroe, NC

Premier Advisor - Raleigh, NC

Premier Advisor, Hickory, NC

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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.

Business Connect Advisor IIs will leverage their expertise and business acumen to facilitate relationship building and advising conversations and may be aligned to engage with more complex clients and prospects (such as businesses with multifaceted organizational structure or relationship needs). 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.

Business Connect Advisor-Raleigh/Chapel Hill/Durham

Provide year-round tax planning and practical guidance, including matters involving equity compensation, trusts and estates, multi-state taxation, business owners, retirement planning, and charitable giving. As the primary tax contact, the Tax Advisor partners closely with clients and Wealth Enhancement (WE) Financial Advisor teams to provide proactive, practical tax guidance within the client's broader financial relationship.

TalentBridge

Tax Advisor

You will play a key role in supporting practice and client service leaders in building their relationships with high-potential prospective clients; developing and sustaining a robust pipeline of concrete client service opportunities; and successfully pursuing those opportunities by delivering best-in-class development & proposal experiences for priority clients. To do this effectively, you will need to actively gather market intelligence about actors in the sector, monitor our proposal pipeline, detect emerging challenges / questions / trends that senior philanthropy leaders are grappling with, and explore innovative go-to-market approaches that may help us amplify our impact, as well as additional service offerings we should be developing to bring to our clients.

Wealth Management Advisor Jobs in North Carolina

Premier Advisor - Charlotte, NC Truist Bank

Premier Advisor - Winston Salem, NC Truist Bank

Brokerage Financial Advisor Truist Bank

Financial Advisor - Private Client Group Truist Bank

Lead Advisor - New Market - Charlotte, NC Brighton Jones

Advance to Financial Planning Advisor Vanguard Group

ServiceNow Developer (Software Asset Management) GTT, LLC

Data Risk Advisor, Senior Specialist Vanguard Group

Sales & Operations Advisor DriveTime

Premier Advisor - Winston Salem, NC Truist Financial Corporation

Premier Advisor - Monroe, NC Truist Financial Corporation

Premier Advisor - Raleigh, NC Truist Financial Corporation

Premier Advisor, Hickory, NC Truist Financial Corporation

Premier Advisor - Charlotte, NC Truist Financial Corporation

Brokerage Financial Advisor Truist Financial Corporation

Financial Advisor - Private Client Group Truist Financial Corporation

Business Connect Advisor-Raleigh/Chapel Hill/Durham Truist Financial Corporation

Tax Advisor TalentBridge

Client Development Advisor - Philanthropy McKinsey & Co Inc

Premier Advisor - Charlotte, NC Truist Financial Corp

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