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Financial Representative Jobs in Charlotte, NC, US

25 financial representative jobs from 15 companies hiring in Charlotte, NC, US.

25 jobs- Charlotte • 50 miles
1mo
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Financial Representative
Fort Mill or Charlotte
$68k-$113k/yr RemoteFull Time
LPL Financial
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
2+ YOEBachelor's degree or equivalent; Series 7; Series 63/65 or 66; 2+ years client experience in financial services; Life/Health preferred; strong communication and sales skills.
Microsoft Office, Financial data systems, PC
3d
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Financial Representative - Charlotte South, NC
Charlotte, North Carolina, United States
OnsiteFull Time
Fidelity Investments
Fidelity Investments: Provides investment management, retirement planning, and brokerage services.
Customer service/financial services experience; FINRA licensing (Series 7 and 66) pursued; degree or CFP helpful; tuition reimbursement available.
3d
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Financial Representative - Seeking Growth
Charlotte, North Carolina, United States
$97k-$192k/yr RemoteFull Time
Modern Woodmen of America
Modern Woodmen of America: Fraternal society providing life insurance and financial planning services.
Licensing required or willing to obtain state licensure; leadership and development of others; opportunity to grow a local office.
1mo
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College Financial Representative, Internship Program
Charlotte, North Carolina, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
0+ YOEFull-time student; juniors/seniors; entrepreneurial; campus leader; time-management; interest in financial literacy.
Planning software
1d
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Financial Services Representative
Hickory, North Carolina, United States
$150k-$200k/yr RemoteFull Time
Meron Financial Agency
Meron Financial Agency: Provides remote life insurance and financial protection services.
Commission-based sales role in finance; US residency required; citizen or permanent resident; highly motivated and coachable.
2w
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Customer Service Representative – Financial Services
Charlotte, North Carolina, United States
$19/hr OnsiteFull Time
Percepta
Percepta: Provides customer experience outsourcing for the automotive industry.
1+ YOE1 year of customer service experience; high school diploma or equivalent; product knowledge; computer experience; proficient with Microsoft Office
Microsoft Office
2w
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Customer Service Representative – Financial Services
Charlotte, North Carolina, United States
OnsiteFull Time
Percepta
Percepta: Provides customer experience and business services for automotive brands.
1+ YOE1 year of customer service experience; high school diploma or equivalent; product knowledge; computer skills; proficient with Microsoft Office.
Microsoft Office
2w
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Customer Service Representative – Financial Services
Charlotte, North Carolina, United States
$19/hr OnsiteFull Time
TTEC
TTECNASDAQ: TTEC: Provides global customer experience technology and business process outsourcing
1+ YOE1 year of customer service; high school diploma; product knowledge; computer skills; proficient with Microsoft Office.
Microsoft Office
1mo
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Account Services Representative
Dresher or Charlotte or Tampa or Boston or Philadelphia or Dallas
$75k-$85k/yr OnsiteFull Time
Ascensus
Ascensus: Administers tax-advantaged retirement and education savings plans.
1+ YOE1+ years customer service in financial services or benefits; advanced Excel; 4-year college degree.
Microsoft Excel
4d
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Customer Service Representative
Charlotte, North Carolina, United States
OnsiteFull Time
Wells Fargo
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
2+ YOE2+ years in customer service, financial services, or call center; strong communication; able to work on-site in Charlotte; accurate data handling.
Microsoft Office, ACH systems, Call center software
1mo
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Key Account Representative
Mooresville, North Carolina, United States
HybridFull Time
Chervon
ChervonHong Kong Stock Exchange: 2285: Develops and manufactures electric power tools and outdoor equipment.
2+ YOEBachelor's degree; 2-5 years outside sales/account management; strong communication and interpersonal skills; knowledge of sales forecasting and financial metrics.
1mo
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Technical Support Representative II
Springfield or Allen or Birmingham or Charlotte or Lenexa or Louisville or Cedar Falls or Monett
HybridFull Time
Jack Henry
Jack HenryNASDAQ: JKHY: Technology and payment processing solutions for financial institutions.
1.5+ YOEMinimum 18 months in a financial institution; fintech/banking/credit union experience; after-hours on-call; technical support and software implementation.
SQL Server, SQL Studio Manager, Microsoft SQL Server
1w
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Work From Home - Part-Time Benefits Services Representative
Charlotte, North Carolina, United States
$1k-$2k/mo RemotePart Time, Full Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Part-time remote role in financial services; 20 hours per week; opportunity for growth; no specific experience required.
1w
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Ultra High Net Worth Client Case Representative, Senior Associate
Charlotte, North Carolina, United States
$84k-$92k/yr OnsiteFull Time
Vanguard
Vanguard: Provides mutual funds, ETFs, and investment management services.
3+ YOEThree+ years in Financial Services; undergraduate degree; active SIE and FINRA Series 7, plus Series 66 or ability to obtain within 90 days; client services experience preferred.
FINRA licenses, Client relationship management tools
1w
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Staff Manager
Statesville, North Carolina, United States
OnsiteFull Time
Western & Southern Financial Group
Western & Southern Financial Group: Provides life insurance, investment, and retirement financial solutions.
7+ YOELead and develop Financial Representatives; manage recruitment, training, and sales performance; strong knowledge of sales process and compliance.
Word, Spreadsheet, Internet, Email
2mo
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Senior Litigation Attorney/ 8+ Years’ Experience (CA / NC / TX / NY)
Charlotte or Dallas or Los Angeles or New York City or Raleigh or San Diego or San Francisco or Winston-Salem
$295k-$315k/yr OnsiteFull Time
Kilpatrick Townsend & Stockton
Kilpatrick Townsend & Stockton: Provides international legal services and intellectual property counsel.
8+ YOE8+ years of complex commercial litigation; experience representing financial institutions; leadership of litigation teams; strong written and oral advocacy; experience in federal and state courts.

HiringCafe market data

Financial Representative Jobs market signals in Charlotte, NC, US

These signals come from live HiringCafe job inventory, not a static article. Use them to compare the market, then open listings above to apply directly.

Open jobs
25
Hiring companies
15
Fresh sample
63% new in 30d
Salary visibility
63% show pay

Companies appearing in this market

Northwestern MutualVanguardAO Garcia AgencyJack HenryPerceptaWells FargoAscensusChervon

Work location mix in visible results

Onsite: 13Hybrid: 6Remote: 5