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Wealth Advisory Associate — Client Planning
Job in
Charleston, Kanawha County, West Virginia, 25329, USA
Listed on 2026-02-14
Listing for:
Wealth Enhancement
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial advisory firm in Charleston, West Virginia, is seeking an Associate Financial Advisor to join their advisory team. This role involves managing client relationships, preparing annual reviews, and creating financial plans. Qualified candidates should have an advanced designation, relevant licenses, and at least two years of experience in the wealth management industry. Strong analytical, organizational, and communication skills are essential for success.
This position offers a competitive salary range of $75,000 to $125,000 annually.
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Position Requirements
10+ Years
work experience
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