×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Financial Consultant Financial Advisor Financial Sales Wealth Management

Portfolio Advisor – Wealth & Investment Strategy

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Pinnacle Bank
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial institution in Charlotte, NC, is seeking a Financial Consultant responsible for managing client investment portfolios and delivering exceptional financial advice aligned with clients' objectives. Candidates should possess strong sales experience, at least 10 years in financial services, and relevant industry licenses. This role emphasizes building client relationships and achieving production targets, making excellent client service a priority.
#J-18808-Ljbffr
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search