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Wealth Management Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: First National Bank
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 65000 - 90000 USD Yearly USD 65000.00 90000.00 YEAR
Job Description & How to Apply Below

First National Bank is seeking a Financial Advisor in Charlotte, NC to support business goals by servicing current clients and pursuing new opportunities. You will provide high-quality service, assess customer financial needs, and offer appropriate investment products.

The role involves cross-referrals to Trust, Insurance, and Loans, with ongoing compliance and continuing education. A strong client-focus and experience in financial services are important.

The Wealth Management Advisor position in the Finance field is open for applications.

This is a genuine opportunity to take on the Wealth Management Advisor role at First National Bank.

As a Wealth Management Advisor, you will play an important part at First National Bank in Charlotte, NC, United States.

We invite applications for the Wealth Management Advisor position located in Charlotte, NC, United States.

The following role is for a Wealth Management Advisor with First National Bank.

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