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Financial Advisor - Brokerage Group - Mooresville/Charlotte, NC

First National Bank

Charlotte, NCFull-timePosted 2mo agoStill listed today

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At a glance

Compensation
No compensation found
Location
Charlotte, NC
Schedule
Full-time
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Requirements

Credentials this posting asks for.

Life/Health License, requiredFINRA Series 7 And 63 & 65 Or S66, required

Job overview

The Financial Advisor supports the Bank’s business plan by serving current and potential customers, managing client relationships, and pursuing new clients through referrals and external sources. The role identifies investment opportunities, supports Associate Financial Advisor training, and cross-refers customers across Wealth Management and Retail. It also maintains client files, completes continuing education and licensing, and reviews licensed bankers’ work for accuracy and compliance.

Skills & qualifications

RequiredNice to have

Skills

Management Skills, requiredCommunication, requiredOrganization, requiredAnalytical Skills, requiredInterpersonal Skills, requiredCustomer Service, requiredPersonal Computer Use, requiredJob-Related Software, requiredMicrosoft Word, requiredMicrosoft Excel, requiredMicrosoft PowerPoint, required

Qualifications

High School or GED, required3 Years Job-Related Experience, requiredLife/Health License, requiredFINRA Series 7 and 63 & 65 or S66, required

Full job description

Primary Office Location: 3500 Mt. Holly-Huntersville Road. Charlotte, North Carolina. 28216.

Join our team. Make a difference - for us and for your future. Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment

Position Overview: This position is primarily responsible for supporting the Bank’s business plan and established goals through customary activity including outside calls to current and potential customers. The incumbent provides the highest quality service to every customer.

Primary Responsibilities: Manages and services existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and supplying the appropriate product. Actively pursues the acquisition of new clients from both internal referrals and external sources selling various investment products.

Identifies potential sales opportunities and acts upon them by initiating an Investment product with the customer or referring the customer to another line of business such as Trust, Insurance or loans.

Identifies opportunities for Associate Financial Advisors to have additional training in customer profiling, sales skills or meeting goals. Demonstrates knowledge in all disciplines within Wealth Management and cross-refers customers and prospects and Retail bank products to Retail.

Maintains all client files, completes all required Continuing Education (CE) and Financial Industry Regulatory Authority (FINRA) licensing.

Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations attached to the various licenses they hold.

Performs other related duties and projects as assigned.

All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3

Skills Required to Perform the Primary Responsibilities of this Position: Excellent management skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Excellent customer service skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Life/Health and FINRA Series 7 and 63 & 65 or S66.

Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A

Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.

How this job compares

Set against the 3,887 open Financial Advisor jobs on Olive Jobs, counted November 10, 2026.

Pay
  • This postingNot listed
  • North Carolina median$50–125K/yr23 salary ranges
  • US median$25–38/hr91 hourly ranges
Openings
Olive Jobs lists 122 open Financial Advisor jobs in North Carolina and 3,887 across the US. 1% of them nationwide are listed as remote or flexible.
Hiring the most in North Carolina
Experience
This posting asks for at least 3 years of experience; Financial Advisor postings that state a minimum ask for 2 years at the median (2,213 postings).
Education
This posting asks for a high school diploma; 1,735 of the 3,887 open Financial Advisor jobs (45%) ask for a high school diploma or higher.

Counted across the open, public US postings on Olive Jobs on November 10, 2026. Pay medians are the middle values of the low ends and of the high ends of postings that list both ends of a range in the same cadence (a yearly salary or an hourly rate); a range's midpoint is halfway between its ends. Pay and experience figures resting on fewer than 20 postings are left out.

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