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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RegularLanguage Fluency: English (Required)
Work Shift:
1st shift (United States of America)Please review the following job description:
The Telecom Expense Management (TEM) – Financial Management, Contracts & Cost Modeling Consultant provides technical, financial, and commercial governance across enterprise telecom infrastructure and carrier services. This role applies knowledge of voice, data, mobility, internet, transport, unified communications, and managed network services to develop forecasts and cost models, validate carrier pricing, manage contract obligations, and align telecom spend with active services and approved solutions. The consultant analyzes carrier invoices, service inventory, circuit records, customer service records, service orders, usage, contracts, and TEM data to identify financial risk, billing leakage, cost optimization opportunities, and commercial issues. The position partners with Network Engineering, Telecom Service Delivery, Mobility, TEM operations, Procurement, Legal, Accounts Payable, Finance, and carrier teams to support service lifecycle decisions, sourcing activities, network modernization, contract compliance, and audit-ready financial controls.For this opportunity, Truist will not sponsor an applicant for work visa status or employment authorization, nor will we offer any immigration-related support for this position (including, but not limited to H-1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN-1 or TN-2, E-3, O-1, or future sponsorship for U.S. lawful permanent residence status.)
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Delivers on technology operations for an assigned area, working independently with limited supervision to achieve operational targets for performance, availability, security, and financial management of critical systems and infrastructure in line with established strategies. Supports enterprise telecom infrastructure and carrier services across voice, data, mobility, internet, transport, unified communications, and managed network services, including telecom spend governance, carrier contracts, and cost management.
2. Contributes to the development and maintenance of technology standards, runbooks, and governance patterns, applying them consistently and providing guidance to reduce risk, support compliance, and improve how the job area operates. Supports telecom financial controls through validation and reconciliation of invoices, service inventory, carrier pricing, contract obligations, rate compliance, accruals, and financial reporting.
3. Leads large or complex initiatives within the job area by planning, designing, and implementing technology solutions and operational improvements, delegating work to lower-level technical professionals and reviewing their deliverables. Initiatives may include telecom forecasting and budgeting, carrier transitions, contract renewals, sourcing activities, service migrations, and network modernization efforts.
4. Demonstrates innovative influence by evaluating and piloting emerging technologies, automation, and optimization techniques, and implementing changes that deliver measurable improvements in efficiency, reliability, supportability, or financial controls. Applies automation and optimization to telecom invoice, inventory, contract, cost, and service-data reconciliation processes.
5. Provides day-to-day technical guidance, coaching, and training to other engineers and technical professionals, including design reviews, troubleshooting support, and sharing best practices and patterns. Develops and supports standard operating procedures, job aids, templates, validation rules, reconciliation routines, dashboards, exception reporting, and training materials related to telecom financial management, cost modeling, contracts, and data-management processes.
6. Translates job-area and senior leadership objectives into practical technical plans and roadmaps for the assigned scope, offering informed recommendations that help shape goals and contribute to new or enhanced products and services. Develops telecom forecasts, cost models, business cases, total-cost-of-ownership analyses, and scenario and sensitivity analyses to support carrier, infrastructure, and commercial decisions.
7. Monitors and analyzes operational metrics, logs, and observability data for owned services, using insights to identify issues and drive continuous improvement initiatives with major impact on job-area results. Analyzes telecom spend, service inventory, billing, pricing, usage, contract, and carrier data to identify cost savings, cost avoidance, billing leakage, financial exposure, and infrastructure optimization opportunities.
8. Serves as a key technical contact for vendors, partners, and adjacent teams on assigned solutions or services, providing input on design and product choices and ensuring they fit operational, architectural, financial, and commercial requirements. Partners with Network Engineering, Telecom Service Delivery, Mobility, TEM operations, Procurement, Legal, Accounts Payable, Finance, and carrier teams to support service lifecycle, sourcing, contract, and commercial decisions.
9. May lead high-priority incident response by identifying issues, triaging, coordinating restoration efforts, and minimizing business impact while driving effective post-incident reviews. Addresses telecom service, inventory, billing, pricing, provisioning, usage, carrier, and contract-related discrepancies that may create financial or operational risk.
10. Diagnoses and resolves recurring problems, collaborating across teams to implement permanent fixes and strengthen overall system reliability. Reviews carrier proposals, service orders, customer service records, circuit inventories, billing account structures, pricing schedules, rate cards, contract terms, and service-location data to identify and resolve technical, financial, commercial, or data-quality issues.
Qualifications
Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelor’s degree Information Technology, Computer Science, a related technical discipline, or equivalent education, training, and work-related experience.
2. Minimum of 7 years of progressive experience in technology operations.
3. Deep expertise in IT infrastructure, cloud technologies, security, compliance, and risk management.
4. Proven track record in technology governance, strategic planning, and operational excellence.
Preferred Qualifications
1. Experience supporting large-scale enterprise telecom environments with multiple carriers, billing accounts, service locations, circuits, technologies, and cost centers.
2. Experience with carrier negotiations, deal analysis, network transformation business cases, cost allocation models, and multi-business-unit cost governance.
3. Experience using TEM invoices, inventory, dispute, service delivery, contract, and carrier data to support financial decisions.
4. Experience designing automated financial controls, reconciliation routines, dashboards, exception reporting, or executive reporting.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
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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 JobsFinancial Consultant Jobs by City in North Carolina
Where North Carolina roles are concentrated, by current openings.
Financial Consultant Job Market in North Carolina
A snapshot from current North Carolina openings, updated as new roles post.
Who's Hiring



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