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Finance jobs in
Charlotte

Finance jobs in Charlotte

Are you looking for the best finance jobs in Charlotte? You're in the right place! Our team reviewed finance job boards in Charlotte and collected open positions from the major financial firms with offices here. Working at these large, prestigious finance companies would be a strong point on any resume. Below, we list the major finance firms in Charlotte and include a link to their website or careers page to help you see current openings.

Bank of America
Oakcitydylan / Wikimedia Commons / “Bank of America NH Raleigh” / CC by 4.0
Bank of America Charlotte office

Bank of America has an office in Charlotte, located at 100 North Tryon Street, Charlotte, NC 28255.

The Bank of America (which is often abbreviated BofA or BoA) is an American multi-national investment bank and financial services holding company headquartered in Charlotte, North Carolina. It has an investment banking and auxiliary headquarters in Manhattan, New York City, New York. It is the second-largest banking institution in the United States, after just JPMorgan Chase, and the second-largest bank in the world by market capitalization. Bank of America is considered one of the "Big Four" banking institutions of the United States. It serves approximately 11% of all American bank deposits, in direct competition with JPMorgan Chase, Citigroup, and Wells Fargo. Its primary financial services revolve around commercial banking, wealth management, and investment banking for its clients.

We do our best to keep this post updated, but job openings constantly change. To see if Bank of America has updated finance jobs in Charlotte, visit their job board.

BlackRock
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BlackRock Charlotte office

BlackRock has an office in Charlotte, located at 227 West Trade Street, Charlotte, NC 28202.

BlackRock is an American multi-national investment company based in New York City. It was initially founded in 1988 as an enterprise risk management and fixed income institutional asset manager. BlackRock is now the world's largest asset manager, with USD 10 trillion in assets under management (AUM) as of December 31, 2022. BlackRock operates globally with 70 offices in 30 countries, and clients in over 100 countries. BlackRock is the manager of the iShares group of exchange-traded funds, and along with The Vanguard Group and State Street, it is considered to be one of the "Big Three" index fund managers. Its proprietary Aladdin software keeps track of investment portfolios for many major financial institutions, and its BlackRock Solutions division provides financial risk management services. BlackRock is ranked 184th on the Fortune 500 list of the largest United States corporations by revenue. BlackRock has sought to position itself as an industry leader in environmental, social, and corporate governance (ESG).

We do our best to keep this post updated, but job openings constantly change. To see if BlackRock has updated finance jobs in Charlotte, visit their job board.

Charles Schwab
Djkeddie / Wikimedia Commons / “Charles Schwab on Nassau Street” / CC by 4.0
Charles Schwab Charlotte office

Charles Schwab has an office in Charlotte, located at 4529 Sharon Road, Charlotte, NC 28211.

Charles Schwab is an American multi-national financial services company headquartered in Westlake, Texas. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It primarily focuses on the United States and United Kingdom, and ranks tenth on the list of largest banks in the United States by assets. As of December 31, 2022, it had $7.05 trillion in client assets, 33.8 million active brokerage accounts, 2.4 million corporate retirement plan participants, and 1.7 million banking accounts according to its own filing. It also offers a donor advised fund for clients seeking to donate securities. The company was founded in 1971 and succeeded initially by capitalizing on the financial deregulation of the 1970s to pioneer discount sales of equity securities. It was the first bank to offer round-clock order entry and quotation. Charles Schwab was purchased by Bank of America in 1983 for $55 million, but three years later, the profitability of the bank's no-charge mutual funds prompted the founder to buy his company back for $280 million. It remains independent today.

We do our best to keep this post updated, but job openings constantly change. To see if Charles Schwab has updated finance jobs in Charlotte, visit their job board.

Fidelity Investments
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Fidelity Investments Charlotte office

Fidelity Investments has an office in Charlotte, located at 5335 Ballantyne Commons Parkway, Suite 100, Ballantyne, NC 28277.

Fidelity Investments (often referred to as Fidelity) is an American multi-national financial services corporation headquartered in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world, with over $3.9 trillion in assets under management. Fidelity's assets under administration amount to $10.3 trillion as of December 2022. Fidelity Investments operates a brokerage firm. For its activities, it manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, securities execution and clearance, asset custody, and life insurance.

We do our best to keep this post updated, but job openings constantly change. To see if Fidelity Investments has updated finance jobs in Charlotte, visit their job board.

Merrill Lynch
Hänsel und Gretel / Wikimedia Commons / "Merrill Lynch" / CC BY-SA 3.0
Merrill Lynch Charlotte offices

Merrill Lynch has offices in Charlotte, located at:
13510 Ballantyne Corporate Place, Ballantyne, NC 28277
620 S Tryon Street, Uptown, NC 28255
6000 Fairview Road, Southpark, NC 28210

Merrill, previously branded Merrill Lynch, is currently an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities for Bank of America's clients. The firm is headquartered in New York City, employs over 14,000 financial advisors, and manages $2.8 trillion in client assets ($3.4 trillion for Global Wealth and Investment Management). Merrill Lynch & Co. agreed to be acquired by Bank of America on September 14, 2008, at the height of the financial crisis of 2007–2008. Merrill Lynch gained a reputation for the strength of its network of financial advisors that allowed it to place securities it underwrote directly. By contrast, many established Wall Street firms rely on groups of independent brokers for placement of the securities they underwrote.

We do our best to keep this post updated, but job openings constantly change. To see if Merrill Lynch has updated finance jobs in Charlotte, visit their job board.

Northwestern Mutual
Michael Barera / Wikimedia Commons / "The Northwestern Mutual Life Insurance Company Headquarters in Milwaukee, Wisconsin (United States)." / CC BY-SA 4.0
Northwestern Mutual Charlotte office

Northwestern Mutual has an office in Charlotte, located at 6235 Carnegie Boulevard, Charlotte, NC 28211.

Northwestern Mutual is an American financial services mutual organization headquartered in Milwaukee, Wisconsin. Northwestern Mutual provides its clients advice on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. The products it sells include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services. Northwestern Mutual was ranked No. 90 on the 2021 Fortune 500 list of the largest United States corporations by total revenue and is in the top 30 by assets held.

We do our best to keep this post updated, but job openings constantly change. To see if Northwestern Mutual has updated finance jobs in Charlotte, visit their job board.

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PNC
Dllu / Wikimedia Commons / "The Tower at PNC Plaza as seen in November 2015." / CC BY-SA 4.0
PNC Charlotte office

PNC has an office in Charlotte, located at 470 Piedmont Row Drive, Suite 300, Charlotte, NC 28210.

PNC is an American bank holding company and financial services corporation headquartered in Pittsburgh, Pennsylvania. Its banking subsidiary, PNC Bank, operates in 27 states and the District of Columbia, and is on the list of largest banks in the United States by assets and is one of the largest banks by number of branches, deposits, and number of ATMs. The financial services arm of PNC provides asset management, wealth management, estate planning, loan servicing, and information processing. PNC is one of the largest Small Business Administration lenders, one of the largest credit card issuers in the United States, and operates one of the largest treasury management businesses. It is also the second largest lead arranger of asset-based loan syndications in the United States. Harris Williams & Co., a subsidiary of the company, is one of the country's largest mergers and acquisitions advisory firms for middle-market companies. Midland Loan Services, a division of PNC Real Estate, is ranked by Mortgage Bankers Association as the 2nd largest master and primary servicer of commercial bank and savings institution loans.

We do our best to keep this post updated, but job openings constantly change. To see if PNC has updated finance jobs in Charlotte, visit their job board.

Raymond James
Trevor Birchett / Wikimedia Commons / "Raymond James Building" / CC BY-SA 4.0
Raymond James Charlotte office

Raymond James has an office in Charlotte, located at 5935 Carnegie Boulevard, Suite 300, Charlotte, NC 28209.

Raymond James is an American multi-national independent investment bank and financial services company headquartered in St. Petersburg, Florida. It is considered one of the largest banking institutions in the United States. Raymond James provides financial services to individuals, corporations, and municipalities through its subsidiary companies that engage primarily in investment and financial planning, in addition to investment banking and asset management. Raymond James does not offer their own proprietary products, and instead sells the products of others. The company claims that this gives them the ability to provide more objective financial advice than other firms.

We do our best to keep this post updated, but job openings constantly change. To see if Raymond James has updated finance jobs in Charlotte, visit their job board.

UBS
Ank Kumar / Wikimedia Commons / “UBS Headquarters, Zurich” / CC by 4.0
UBS Charlotte offices

UBS has offices in Charlotte, located at:
6100 Fairview Road, Charlotte, NC 28210
13024 Ballantyne Corporate Place, Charlotte, NC 28277-1498

UBS is a multinational investment bank and financial services company founded and based in Switzerland. It is co-headquartered in the cities of Zürich and Basel, and maintains a presence in all major financial centres as the largest Swiss banking institution and the largest private bank in the world. UBS client services are known for their strict bank–client confidentiality and culture of banking secrecy. Perhaps for this reason, UBS manages the largest amount of private wealth in the world, counting approximately half of the world's billionaires among its clients. Apart from private banking, UBS provides wealth management, asset management, and investment banking services for private, corporate, and institutional clients with international service. The bank also maintains numerous underground bank vaults, bunkers, and storage facilities for gold bars around the Swiss Alps and internationally. As of May 2022, UBS is the fifth largest bank in Europe with total assets worth over €1.5 trillion, and has CHF 3.2 trillion in assets under management (AUM).

We do our best to keep this post updated, but job openings constantly change. To see if UBS has updated finance jobs in Charlotte, visit their job board.

Vanguard
Wikiwiki202020 / Wikimedia Commons / “The Vanguard Group” / Public domain
Vanguard Charlotte office

Vanguard has an office in Charlotte, located at 2525 Water Ridge Parkway, Charlotte, NC 28217.

Vanguard (short for The Vanguard Group, Inc.) is an American registered investment advisor headquartered in Malvern, Pennsylvania, a suburb of Philadelphia. It has over $8 trillion in global assets under management as of January 2021. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock's iShares, and is known for its focus on mutual funds and exchange traded funds (ETFs). In addition to mutual funds and ETFs, Vanguard offers brokerage services, educational account services, financial planning, asset management, and trust services. Several mutual funds managed by Vanguard are ranked at the top of the list of US mutual funds by assets under management. Along with BlackRock and State Street, Vanguard is considered to be one of the Big Three index fund managers that play a dominant role in corporate America. Vanguard is owned by the funds managed by the company and is therefore owned by its customers.

We do our best to keep this post updated, but job openings constantly change. To see if Vanguard has updated finance jobs in Charlotte, visit their job board.

Wells Fargo
Laimerpramer / Wikimedia Commons / "Wells Fargo HQ" / CC BY-SA 3.0
Wells Fargo Charlotte office

Wells Fargo has an office in Charlotte, located at 300 S Brevard Street, Charlotte, NC 28202.

Wells Fargo is an American multi-national financial services company with a significant global presence. The company operates in 35 countries and serves over 70 million customers worldwide. It is considered one of the "Big Four Banks" in the United States, alongside JPMorgan Chase, Bank of America, and Citigroup. It is the fourth largest bank in the United States by total assets and is also one of the largest as ranked by bank deposits and market capitalization. It has over 8,000 branches and is one of the most valuable bank brands. Wells Fargo is ranked 41st on the Fortune 500 list of the largest companies in the U.S.

We do our best to keep this post updated, but job openings constantly change. To see if Wells Fargo has updated finance jobs in Charlotte, visit their job board.

Conclusion

There you have it, the largest and most reputable financial firms in Charlotte! We hope this helps you find your dream job to launch your career in finance. If you're considering applying and want to improve your chances, read our post about taking the FINRA SIE exam before applying to finance jobs. Passing the SIE proves to employers that you understand key terms in the finance industry, and also - crucially - that you can pass FINRA licensing exams. Good luck with job hunting!

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