Join Vanguard as a Certified Financial Advisor in Charlotte, NC Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Ad…
Skills: Financial Planning, Investment Strategies, Relationship Management, Book of Business Management, Tax Management
Who are we? Howden is a global insurance group with employee ownership at its heart. Together, we have pushed the boundaries of insurance. We are united by a shared passion and no-limits mindset, and our strength lies in…
Skills: Billing, Accounting, Financial controls, SOX compliance, Microsoft Excel
Charlotte, North Carolina, United States · On-site
$90k–$95k/yr
Mid level
We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Syne…
Skills: Java, Spring Boot, Python, React.js, RESTful APIs
Sr Business Control Specialist, GMO Risk, Global Markets Operations
Charlotte, North Carolina, United States · Hybrid
Senior$3.6B raised
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Charlotte, North Carolina, United States · On-site
$109k–$132k/yr
Entry level
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Valuation modeling, Financial analysis, Industry research, Presentation preparation, Transaction support
Field Reimbursement Manager (Dermatology) - Charlotte, NC
Charlotte, North Carolina, United States · Hybrid
$166k–$210k/yr
Senior$16M raised
Build our future together: The Reimbursement Business Manager (RBM) is a critical front-line member of the Regeneron Commercial and Field Reimbursement Management team. We are seeking someone to support HCP offices in ac…
Charlotte, North Carolina, United States · On-site
$171k–$211k/yr
Senior+
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, t…
Real Estate Banking Associate- Income Property Finance
Charlotte, North Carolina, United States · On-site
$74k–$105k/yr
Mid level
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
Skills: Financial Modeling, Due Diligence, Credit Analysis, Microsoft Excel, Microsoft PowerPoint
CSIS Crisis Management Execution Lead - Senior Vice President
Charlotte, North Carolina, United States · Hybrid
$135k–$202k/yr
Senior+$3.6B raised
About the Role Citi Security and Investigative Services (CSIS) is a full-service security and investigative team that protects the assets, integrity and reputation of Citi and its clients. In a world of increasing comple…
Charlotte, North Carolina, United States · On-site
$109k–$132k/yr
Entry level
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
The Nuclear Company is the fastest growing AI tech-enabled startup in the nuclear and energy space, pioneering a fleet-scale approach to building the next generation of nuclear reactors. Through our design-once, build-ma…
Skills: Technical sales, Business development, Account management, Electrical maintenance, Proposal development
Charlotte, North Carolina, United States · On-site
Entry level
Are you driven to grow, lead, and make a meaningful impact? At Apex, we’re building more than a consulting and engineering firm—we’re creating a place where your career accelerates, your contributions matter, and your po…
Skills: Site assessment, Environmental due diligence, Site characterization, Remediation, Groundwater exploration
Description Westwood Professional Services, Inc. is seeking a Lead Physical Engineer to join our Renewables Substation team. The primary functions of this role are to lead the substation Physical engineering and design e…
Are you driven to grow, lead, and make a meaningful impact? At Apex, we’re building more than a consulting and engineering firm—we’re creating a place where your career accelerates, your contributions matter, and your po…
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. …
Charlotte, North Carolina, United States · On-site
Mid level
AUTONOMY TO OWN YOUR PATH. MOST SALESPEOPLE WORK A TERRITORY. You're going to build one. DuraServ is looking for a hunter — someone who doesn't wait for leads, doesn't need a manager standing over their shoulder, a…
Charlotte, North Carolina, United States · On-site
$94k–$177k/yr
Mid level
Overview We invite you to bring your experience and passion for the various commercial industries coupled with an understanding of applying geospatial technology to become an integral part of Esri’s commercial account te…
Skills: Account management, Enterprise sales, GIS, Solution selling, Business development
The Colleague Experience Group (CEG) is responsible for all colleague-related benefits and programs globally, including career growth and development, leadership and learning, total rewards and well-being, recruitment, l…
Skills: Program governance, Learning management systems, Tableau, Power BI, Data analytics
Company Description Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativit…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
professional certificate
Competitive Salary, Comprehensive Benefits Package, Performance Bonus, Partnership Plan, Merit-Based Salary Increases, Health and Well-being Support
Posted 2d ago
~40 hrs/week
Responsibilities
Establish and maintain long-term client relationships by providing personalized investment strategies and financial planning guidance. Partner with investors to help them achieve financial goals through disciplined investing and tax management strategies.
Requirements
Requires a Certified Financial Planner (CFP) designation and Series 7, 63, or 66 licenses. Candidates must have at least five years of advisory experience with a proven track record in managing a book of business.
Full job description
Join Vanguard as a Certified Financial Advisor in Charlotte, NC
Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive compensation, excellent benefits, and a supportive, inclusive environment, Vanguard is the perfect place to grow your career. By applying to this role, you will be considered for the Certified Financial Advisor and Senior Certified Financial Advisor opportunity.
As a Vanguard Advisor, You Will:
Establish, grow, and maintain long-term relationships with clients.
Partner with investors to help them plan their financial goals.
Provide disciplined investing approaches, tax management strategies, and additional financial planning support.
Develop personalized investment strategies and deliver financial planning guidance for the moments that matter.
Why You’ll Love Working Here:
Work-Life Harmony: Enjoy a harmonious balance between your professional and personal life while making a meaningful impact on our clients' financial well-being.
Professional Growth: Benefit from a workplace that prioritizes your professional development.
Inclusive Environment: Thrive in a supportive and inclusive environment where everyone is given a chance to succeed.
Compensation and Benefits:
At Vanguard, we believe in recognizing and rewarding the impact of your contributions. Beyond your competitive salary, we offer a comprehensive benefits package designed to support your financial, health, and overall well-being.
Performance Bonus: We reward your hard work and dedication with opportunities for performance bonuses.
Partnership Plan: Our Partnership Plan is an annual cash award tied to our collective company performance and client outcomes. When we succeed together, we all share in the rewards.
Merit-Based Salary Increases: Your achievements and contributions are recognized through merit-based salary increases.
Series 7, 63 or 66 (or ability to acquire within 3 months of assuming position).
Five years of advisory experience, specifically in advice planning, book of business management, and relationship management.
Shown experience managing a book of business with a track record of client satisfaction and loyalty.
Apply trust and estate planning knowledge to help preserve client’s wealth.
In-depth knowledge of financial planning, investment strategies, and industry regulations.
Positive and resilient change agent while fostering collaboration as both a peer and business partner.
Special Factors:
Vanguard is not offering visa sponsorship for this position.
Relocation available to those who qualify.
We follow a hybrid working model where we are in the office Tuesday, Wednesday and Thursday and work remotely Monday and Friday.
Ready to take the next step in your career? Apply now and join Vanguard's team of dedicated financial advisors!
Special Factors
Sponsorship
Vanguard is not offering visa sponsorship for this position.
About Vanguard
At Vanguard, we don't just have a mission—we're on a mission.
To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best.
How We Work
Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
We are a community of 50 million who think—and feel—differently about investing. Together, we’re changing the way the world invests.
For over 50 years, Vanguard has helped people pursue their financial goals with a spotlight on long-term value and low costs. We’ve made it a focus to put investors first, so whether you’re saving for your first home or investing for a comfortable retirement, we’re here to help you succeed.
Community guidelines: vgi.vg/sgl1
Offices: 100 Vanguard Blvd, Valley Forge, PA 19482, US · 14321 N. Northsight Boulevard, Scottsdale, AZ 85260, US · Two North Falls Plaza, Charlotte, North Carolina 28217, US · 100 Vanguard Blvd, Malvern, PA 19355, US · 7900 Windrose Ave, Suite South Floor 10, Plano, Texas 75024, US
Based on 676 listings with disclosed salaries, most consulting jobs in Charlotte, NC pay between $40k–$174k per year. Individual offers vary with seniority, company size, and specialization.
How many Consulting jobs are open in Charlotte, NC right now?
There are currently 1,486 open consulting positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Consulting roles in Charlotte, NC?
Companies currently hiring include Bank of America, Wells Fargo, Truist, ECS Group of Companies, Sargent & Lundy, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Consulting jobs in Charlotte, NC?
Yes — 736 of the 1486 open consulting positions offer remote or hybrid work (128 remote, 608 hybrid).
How do I apply for Consulting jobs in Charlotte, NC?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.