Lead Advisor - Charlotte

+Job summary · We are hiring a growth-minded Lead Advisor with a CFP or CFA designation to join our award-winning team. · +ResponsibilitiesDrive new business while maintaining a high standard of client service and team leadership. · ...

As a dedicated Technical Risk & Compliance Advisor at USAA, you will provide independent second-line oversight, effective challenge, and expert guidance on business products, services, and processes within a risk and compliance framework. · ...

Wealth & Investment Management seeks Lead Product Manager for Advisor Gateway Team. This role focuses on shaping digital advisor experience through platform modernization. · Define product vision, strategy, and roadmap. · Lead cross-functional initiatives from concept to delivery ...

As the Senior Lead Data Analyst for Advisor Client Insights you will leverage advanced analytics and scientific techniques to uncover what advised clients care about most. Your work will focus on identifying emerging trends, concerns and behaviors among end investors served by ad ...

We are seeking a · Recruiting & Practice Management Specialist.This hybrid role is ideal for someone who excels in relationship-building, · understands advisor career pathways, · and can facilitate structured conversations with both candidates · and existing advisors. · Sourcing ...

Rapidly growing · Charlotte-based Registered Investment Advisor seeking Advisory Operations Associates to join the team. · Support independent financial advisors with day-to-day operational needs. · Lead the onboarding process for new advisors, ensuring a smooth and organized tr ...

Independent Advisor Alliance is seeking a relationship-focused, detail-oriented, and proactive Relationship Manager to join their team. · Support the Chief Experience Officer serving as a point of contact for advisors. · Foster long-term, mutually beneficial partnerships between ...

We are seeking a Service Advisor to support client relationships and partner closely with lead advisors in our Charlotte office. · ...

Rapidly growing Registered Investment Advisor seeking Advisory Operations Associates to join the team in Charlotte. · ...

We are seeking a Service Advisor to support client relationships and partner closely with lead advisors in Charlotte. This role is well-suited for someone who enjoys client interaction and problem-solving. The position is in-office with flexibility. · Serve as primary point of co ...

We value your ambition. Equitable Advisors is currently seeking someone to join our team as a Financial Advisor to fast track their career. · As an Equitable Financial Professional, you will:Analyze financial information obtained from clients to determine strategies, financial pr ...

We're hiring a Wealth Advisor on behalf of our client—a wealth management firm in Charlotte, · NC. · Inherit established client relationships · No business development — pure relationship management · Strong planning team to support technical prep · Warm, stable, people-first cul ...

A fast-growing financial services firm is seeking an Associate Financial Advisor to join its high-performing team. · ...

We are currently seeking an Inbound Sales Development Representative eager to help us continue to revolutionize the industry. · We are seeking someone with sales aptitude and ability to engage advisors in a variety of situations drive and positive attitude desire to learn and gro ...

We are seeking a Service Advisor to support client relationships and partner closely with lead advisors in our Charlotte office. · ...

We are seeking an exceptionally talented collaborative and client-focused professional to join AssetMark's Wealth Solutions team as a Senior Wealth Strategist – Advanced Planning. · ...

We are seeking a Manager of CPA Channel Marketing to further advisor growth through CPA partnerships. · ...

About This Role Wells Fargo Financial Advisors is seeking a Market Recruiting Manager. The candidate will recruit financial advisors within their region.In this role, the goal is to develop and maintain a strong pipeline of financial advisor candidates and to provide insight on i ...

The Director of Investment Program Management leads a team responsible for providing life-cycle product management and driving AUM and revenue growth by expanding the reach and scalability of Adhesion model marketplace. · Requires 10+ years of experience in financial services. · ...

As a Senior Client Specialist at Baird, you'll be a strategic partner in delivering exceptional client service and strategic partnership to one or more Financial Advisors. · ...