Financial Consultant Jobs in North Carolina

Financial Consultant jobs in North Carolina are in steady demand, with openings concentrated in wealth management, corporate finance, and insurance-linked advisory services at every level from entry-level associate through senior consultant. Charlotte, Raleigh, and Greensboro account for the largest share of hiring, driven by the state's deep banking and financial services sector, with well-established employers such as Bank of America, Wells Fargo, and Truist Financial consistently seeking financial consultants across their North Carolina operations. The most in-demand specialties are retirement planning, investment advisory, and commercial banking consultation. Find a role that fits below and apply directly.

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Overview

Open roles9
Top employerTruist
Top cityCharlotte, NC
Cities hiring4
Work type50% Hybrid
Top industryBanking

Showing 5 of 9+ Financial Consultant jobs

Telecom Financial Management Consultant
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Added 1w ago
Telecom Financial Management Consultant
Truist
Charlotte, North Carolina
Software Engineering
Solutions Engineering & Architecture
Technical Program Management
Bachelor's degree in information technology
10,000+

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Risk Advisory & Consulting, Manager (Financial)
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Added 2w ago
Risk Advisory & Consulting, Manager (Financial)
Frazier & Deeter
Charlotte, North Carolina
Accounting
Audit
Compliance & Risk
$120k - $150k/yr
Hybrid
51-200

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Financial Planning Consultant - Charlotte, NC (REMOTE)
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Added 1mo ago
Financial Planning Consultant - Charlotte, NC (REMOTE)
Fidelity Investments
North Carolina
Account Management
Customer Success
Sales
Remote (US)
10,000+

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Financial Analyst / FP&A Consultant – Financial Modeling & Forecasting
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Added 1mo ago
Financial Analyst / FP&A Consultant – Financial Modeling & Forecasting
Happy Life Home Care Agency LLC
Charlotte, North Carolina
Business Strategy
Consulting & Professional Services
Strategy & Corporate Development
Hybrid
Bachelor's degree in finance

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DOW Financial Management Consultant (Fayetteville, NC)
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Added 1mo ago
DOW Financial Management Consultant (Fayetteville, NC)
Guidehouse
Fayetteville, North Carolina
Corporate Training & Learning Development
Learning & Development
Program Management
Bachelor's degree
1,001-5,000

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See All 9 Financial Consultant Jobs in North Carolina

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Financial Consultant Jobs by City in North Carolina

Where North Carolina roles are concentrated, by current openings.

Charlotte
5 jobs
Dallas
1 job
Morganton
1 job
Fayetteville
1 job

Financial Consultant Job Market in North Carolina

A snapshot from current North Carolina openings, updated as new roles post.

Who's Hiring

Truist2 open roles
SIA1 open role
Guidehouse1 open role

Top Industries Hiring

  • Banking & Financial Services

What North Carolina Employers Look For

The qualifications that appear most often in financial consultant jobs across North Carolina.

  • Active FINRA Series 65 or Series 66 license recognized in North Carolina
  • Bachelor's degree in finance, economics, accounting, or a closely related field
  • CFP, CFA, or ChFC designation preferred or required for senior-level roles
  • Demonstrated experience building and managing client portfolios or financial plans
  • Proficiency with financial planning software such as eMoney, MoneyGuidePro, or Salesforce
  • Strong communication skills for presenting financial plans to individual and corporate clients

Financial Consultant Jobs in North Carolina: Frequently Asked Questions

How do you become a financial consultant in North Carolina?

To work as a financial consultant in North Carolina, you typically need a bachelor's degree in finance, economics, or accounting, followed by passing the FINRA Series 65 exam to become a licensed investment adviser representative, or the Series 66 if paired with a Series 7. Registration is filed through the North Carolina Secretary of State Securities Division. Many employers also value the CFP designation, awarded by the CFP Board after completing coursework, an exam, and supervised experience.

Which companies hire financial consultants in North Carolina?

Employers hiring financial consultants in North Carolina right now include Truist, SIA, and Guidehouse, based on current listings on Migrate Mate as of November 2026. North Carolina's concentration of major bank headquarters and regional insurance carriers in Charlotte and the Research Triangle makes it one of the more active hiring markets in the Southeast for this role.

Which North Carolina cities have the most financial consultant jobs?

The cities with the most financial consultant openings in North Carolina are Charlotte, North Carolina, and Dallas. Charlotte dominates because it is one of the largest banking centers in the country, home to major financial institutions, while Raleigh and the Research Triangle draw openings from corporate finance teams at tech and life sciences companies that have expanded significantly in that corridor.

Are there remote financial consultant jobs in North Carolina?

Yes, and more than many client-facing roles, since financial planning work is largely analytical and document-driven. About 83% of financial consultant openings tied to North Carolina are remote or hybrid as of November 2026, reflecting the role's compatibility with virtual client meetings and digital planning tools. Portfolio review, financial plan preparation, and ongoing client communication are the parts of the job most commonly performed remotely.

How can I get hired as a financial consultant in North Carolina with little or no experience?

The most realistic entry path is through a financial analyst or client service associate role at one of the large Charlotte-based banks or regional wealth management firms, which regularly run new-graduate development programs. Bank of America, Truist Financial, and regional firms like Raymond James offices in Raleigh post associate financial consultant and client associate roles that provide supervised client exposure. Passing the Series 65 exam before applying gives candidates a concrete edge over those without credentials.

Where can I find and apply to financial consultant jobs in North Carolina?

You can find and apply to financial consultant jobs in North Carolina on Migrate Mate, which lists current openings across the state updated in real time. Search the listings, find roles that match your experience and the cities you want to work in, and apply directly to the ones that fit.

See All 9 Financial Consultant Jobs in North Carolina

Find roles in North Carolina that match your experience and apply in just a few clicks.

Find Financial Consultant Jobs