• Certified Financial Advisor

    Vanguard (Charlotte, NC)
    Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP(R)) looking for a rewarding career with a ... leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team...this role, you will be considered for the Senior Financial Advisor opportunity. As a Vanguard … more
    Vanguard (06/27/25)
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  • Premier Advisor or Banker

    Truist (Mooresville, NC)
    …Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life ... profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for adherence to investment… more
    Truist (08/21/25)
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  • Wealth Business Analyst III - Issues Management

    Truist (Charlotte, NC)
    … Certified Financial Planner, Certified Public Accountant, and Certified Trust and Financial Advisor . **General Description of Available Benefits ... training. + Six or more years of experience in analytical role within financial services industry or other related. business, and/or have participated in an… more
    Truist (08/08/25)
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  • Merrill Financial Solutions Advisor…

    Bank of America (Statesville, NC)
    …provide you with the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work ... Merrill Financial Solutions Advisor - Charlotte &...business-related field. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
    Bank of America (09/04/25)
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  • US Experienced Financial Advisor

    Edward Jones (Charlotte, NC)
    …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
    Edward Jones (08/13/25)
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  • Entry Level - Financial Advisor

    Equitable (Charlotte, NC)
    Entry Level - Financial Advisor - NC, Charlotte (3488) ( PIN\_36674 ) **Primary Location** : UNITED STATES-NC-Charlotte **Organization** : Equitable Advisors ... + **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial … more
    Equitable (07/13/25)
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  • Wealth Advisor

    Truist (Charlotte, NC)
    …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
    Truist (07/12/25)
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  • Product Advisor III- Treasury Solutions

    PNC (Charlotte, NC)
    … Certified Treasury Professions (CTP) by the Association of Financial Professionals and technology certifications that represent foundational understanding of ... have an opportunity to contribute to the company's success. As a Product Advisor III- Treasury Solutions within PNC's Treasury Management organization, you will be… more
    PNC (07/26/25)
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  • Treasury Management Sales Advisor III…

    Huntington National Bank (Charlotte, NC)
    Description Job Summary: As a Treasury Management Advisor III - Corporate, you will play a pivotal role in driving the growth and success of our treasury management ... negotiation, and implementation. In this role, you will act as a trusted advisor to both clients and prospects, providing insightful guidance and strategic advice on… more
    Huntington National Bank (06/25/25)
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  • Senior Wealth Advisor

    Vanguard (Charlotte, NC)
    Are you a Certified Financial Planner (CFP(R)) with a...make a lasting impact with a leader in the financial industry! As a Senior Wealth Advisor ... passion for transforming lives through expert financial guidance? Vanguard is seeking Sr. Wealth Advisors to...our Ultra High Net Worth clients achieve their unique financial goals. You will provide advice using ongoing portfolio… more
    Vanguard (08/15/25)
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