Remote Jobs at Carolinas Investment Consulting

Carolinas Investment Consulting

11 - 50 employees

💼 Consulting

💸 Finance

🤝 B2B

Consulting • Finance • B2B

Carolinas Investment Consulting is one of the South’s premier financial advisory firms, offering exceptional service and expert guidance in a family-friendly environment. As an employee-owned boutique, they deliver personalized attention and comprehensive planning, free from the conflicts inherent to larger financial conglomerates. This independent firm provides a small firm touch with the benefits of a large firm, including access to industry-leading research and investment opportunities. They specialize in serving individuals, families, businesses, executives, foundations, and endowments. Carolinas Investment Consulting is a member of FINRA and SIPC, providing advisory services through Carolinas Wealth Consulting LLC, an SEC registered investment adviser.