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Financial Consultant Jobs in Charlotte, NC (464)

Technology Risk Consulting Director (Global Banks)

RSM US LLP
Charlotte, NC
Icon: salary
$122.3k - $245.9k / year

Financial Services Risk and Compliance Consulting Senior Manager

NTT DATA
Charlotte, North Carolina
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$180k - $225k / year

Executive Director, Wealth Strategies Broker Channel

Morgan Stanley &
Charlotte, North Carolina
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$200k - $300k / year

Senior Financial Aid Advisor

Emory University
🌎 Remote
Remote

Senior Consultant – Wealth Management

Infosys Consulting
Charlotte, NC
New
Health Insurance
Dental Insurance
Vision Insurance

Process Engineer

Calculated Hire
Charlotte, NC
New

Financial Advisor Assistant

Connect Search
🌎 Remote
New
Remote
Icon: salary
$50 / hour

Financial Services Risk and Compliance Consulting Director

NTT DATA
Charlotte, NC
New
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$200k - $280k / year

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$69.6k - $105k / year

Oracle Cloud Financial Consultant

Accenture
Charlotte, NC
Diversity Leader
Eco-Friendly
Icon: salary
$63.2k - $169.8k / year

Advisory Financial Services Risk Management Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader

Advisory Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$88.6k - $170.9k / year

Financial Improvement & Audit Remediation Senior Consultant, Secret Clearance

Deloitte
Charlotte, NC
Diversity Leader

Investment Consultant II - Merrill Premium

Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly

Tax Manager-Investment Management - Private Wealth (East Coast)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$85k - $193.4k / year

Tax Senior Manager - Invest Management - Private Wealth (East Coast Region)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$119.5k - $272.1k / year

Tax Senior - Investment Management - Private Wealth (East Coast)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$63.4k - $144.3k / year

Tax Manager - Financial Svcs - Mutual Fund Tax (East Region City Locations)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$85k - $193.4k / year

Financial Solutions Advisor - Consumer Investments - Charlotte, NC

Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly

Merrill Financial Solutions Advisor - Charlotte & Associates Market

Bank of America
Charlotte, NC
Diversity Leader
Eco-Friendly

Tax Manager - Financial Services-Insurance Tax (East Region City Locations)

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$85k - $193.4k / year

Tax Manager - Business Tax Services - Tax Exempt

Deloitte
Charlotte, NC
Diversity Leader
Health Insurance
Icon: salary
$85k - $193.4k / year

Insurance Transformation, Guidewire Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$125k - $208.3k / year

Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$125k - $208.3k / year

Consultant, Operations and Technology Transformation, Guidewire Application Developer

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$93.2k - $155.4k / year

Operations & Technology Transformation, Guidewire Developer - ETL/Data Migration - Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$128k - $208.3k / year

Operations & Technology Transformation, Guidewire Application Java Developer - Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$124.9k - $208.3k / year

Payments Fraud Analytics and Data Science Senior Consultant

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$107.7k - $207.8k / year

Consultant - Finance Transformation

Sia Partners
Charlotte, NC
Hybrid
Dental Insurance
Vision Insurance
Parental Leave
Icon: salary
$81k - $103k / year

Energy & Utilities Analyst, Electrical Engineer 1898 & Co. (Atlanta or Charlotte)

Burns & McDonnell
Charlotte, NC

Tax Manager - Sustainability, Climate & Equity - Renewable Energy

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$85k - $193.4k / year

Financial Advisor III - Supply Chain

Baylor Scott & White Health
🌎 Remote
New
Remote
Diversity Leader
PTO
Education

Financial Consultant II

First Citizens Bank
Charlotte, NC
Health Insurance

Consultant, Engagement Financial Advisor/ GPS

Deloitte
Charlotte, NC
Diversity Leader
Icon: salary
$69.6k - $105k / year

Financial Consultant Salary in Charlotte

Financial Consultants working in Charlotte, NC make an average annual salary of $85K and a maximum annual salary of around $162K.

Disclaimer

Job Description

Working as a Financial Consultant in Charlotte, NC

There are 464 Financial Consultant opportunities available in Charlotte, NC all with unique requirements.

A Financial Consultant, also known as a Financial Planner, helps individuals develop financial plans to meet their short and long-term goals by identifying and reducing risks. They gather information to identify areas of opportunity for clients.  This position primarily works with individuals who are high net worth individuals and businesses to build financial strategies.

Similar Jobs to Financial Consultant

Financial Consultant jobs near Charlotte, NC

Financial Consultants in Charlotte, NC Resume Data

Average Experience for Financial Consultants in Charlotte, NC

  • More than 10 years: 69%
  • 6-10 years: 24%
  • 3-5 years: 6%
  • 1-2 years: 1%
  • Less than 1 year: 0%

Educational Background for Financial Consultants in Charlotte, NC

  • Bachelors: 49%
  • Masters: 26%
  • Diploma: 12%
  • Associates: 9%
  • Doctorate: 4%

Top Skill for Financial Consultants in Charlotte, NC

  • Customer focus & orientation: 19%
  • Sales skills: 16%
  • Attention to detail: 14%
  • Work style: Reliability: 9%
  • Customer service: 8%
  • Management & leadership skills: Planning & execution: 8%
  • Verbal communication: 8%
  • Management & leadership skills: Impact & influence: 7%
  • Spreadsheets with Microsoft Excel: 6%
  • Administrative assistant/receptionist: 6%

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