Charlotte, North Carolina is the second-largest financial hub in the United States, right behind New York City.

Move to the influential Queen City and you’ll have a plethora of finance jobs at your fingertips. Let’s explore five of the best:

Best Finance Jobs in Charlotte, North Carolina. Employee going over financial stats at table with calculator.

5 Best Finance Jobs in Charlotte, North Carolina

1. Financial Advisor

Financial advising is one of the best finance jobs in Charlotte for young professionals.

While financial advisors wear many hats at their jobs, in a nutshell they do exactly what the job title suggests – advise clients on how to manage their finances. This can involve all sorts of specialties, including stocks, higher education, taxes, insurance, and real estate.

The U.S. Bureau of Labor Statistics shows that 76% of financial advisors work for corporations and not on their own. For that reason, it’s important to start with a bachelor’s degree. That way, you meet your potential employer’s requirements if you would like to become a financial advisor. Your degree doesn’t have to be in a financial field, but it will give you a leg up in the field if it is industry related.

Once you have your degree, it’s important to know which certifications and licenses you will need to work in the field.

If you would like to be able to sell securities like mutual funds, insurance premiums, and variable annuities, you will need to pass the Series 6 licensure exam from the Financial Industry Regulatory Authority (FINRA). To be able to sell stocks and bonds, you will have to undergo the FINRA’s Series 7 licensure exam.

Investment advisors must have their Series 65 license in 49 states (all but Wyoming), which is administered by the FINRA but was developed by the North American Securities Administration Association (NASAA). If you want to work as an investment advisor representative for a larger investment advising firm, you will need to obtain your Series 66 license.

The median annual salary for a financial advisor is $89,330, according to the U.S. Bureau of Labor Statistics. Employment is expected to grow 5% in the next decade. Employment options include security brokers, banks, insurance carriers, and financial investment firms.

2. Accountant

Accountants provide financial solutions for businesses and individuals, including assessing opportunity and risk, preparing tax returns, and reviewing financial records.

Most entry level positions prefer a bachelor’s degree in accounting or a similar industry-related field. In some cases, you can begin with an associate’s degree in accounting from a technical college.

Once you’ve earned your degree, it’s time to look into getting your license as a Certified Public Accountant (CPA). While not required to work as an accountant, employers prefer the credential and often give their employees incentives to earn it. Pursuing a master’s degree in accounting can set you apart from other accountant candidates in a big way, as well as increase your earning potential.

Accounts typically work in tax preparation, bookkeeping, and payroll services, often as managers for companies and corporations, but sometimes for the government. The median annual salary is $73,560 and the job outlook is predicted to grow 7% from 2020-2030.

3. Actuary

Actuaries are financial professions who specialize in risk management. They help businesses prepare for the future and protect them from possible liabilities and losses. You’ll often find them working for insurance companies, an integral part of setting your rates.

Corporations prefer a bachelor’s degree for most entry-level positions. It’s possible to start a career as an actuary with any bachelor’s degree, but you’ll have an easier start if you earn one in an industry-related field like actuarial science, mathematics, economics, or commerce.

After completing your degree, you’ll need to complete a series of exams from one of two organizations. Whichever series you pursue, it will take 4-6 years to earn your associate level status and another 2-3 for full fellowship status.

The Society of Actuaries (SOA) covers life insurance, finance and investment, health plans, and retirement specialities.

If you want to go into auto, homeowners, personal liability, medical malpractice, or workers compensation insurance, you will need to complete the Casualty Actuarial Society (CAS) series of examinations instead.

The median annual salary is $111,030 and the field is expected to grow 24% in the next ten years. It’s considered one of the most recession-proof jobs in the United States.

4. Financial Manager

If you’re interested in management and you enjoy working with data and numbers, a career as a financial manager could be right for you.

Financial managers work with upper management to create a business financial strategy that maximizes profit and minimizes loss. They must maintain complex records, pay close attention to market trends, and guide their company’s investment strategies.

Most employers prefer to hire financial managers with at least a bachelor’s degree in a finance-related field and several years of experience as a financial analyst or accountant. A master’s degree in finance can open access to more job opportunities and higher pay, however.

Financial managers work for all types of companies, from small businesses to large corporations. A few common options include banks, investment firms, and insurance companies.

The median annual salary is $134,180. Experts predict that the financial management industry will grow 17% in the next decade, so now is the time to explore this career path.

5. Mortgage Loan Officer

Mortgage loan officers (MLOs) walk potential home buyers through the loan application process. They make sure to gather all the necessary documentation necessary for loan approval. Then, mortgage loan officers help their clients choose the loan option that makes the most sense for them.

Throughout the closing process, they act as the primary point of contact for their clients. They’ll communicate with the underwriter and appraiser to make sure the closing process is quick and smooth.

While mortgage loan officers typically have a background in finance, it isn’t a requirement. Nor is any specific degree.

To become a mortgage loan officer, one must complete 24 hours of National Mortgage Licensing Service (NMLS) pre-licensing coursework. After completing the coursework, the MLO applicant must pass the national exam with a score of 75% or higher.

Commercial banks, credit unions, and mortgage companies employ mortgage loan officers. The median annual salary is $63,960 and the job outlook is projected to remain about the same over the next decade.

Would you like to live in the second-largest financial hub in the United States? Click here to search for nearby homes and to set up customizable saved searches, so you’ll never be far from the best finance jobs in Charlotte, North Carolina. 

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