HNW Wealth Advisor — Regional & Client Solutions
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2025-12-19
Listing for:
First National Bank
Full Time
position Listed on 2025-12-19
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
A prominent financial institution in Charlotte, NC is seeking a Wealth Advisor to drive revenue for Wealth Management, focusing on high-net-worth clientele. The role entails direct selling of investment services, maintaining relationships, and ensuring compliance with regulatory standards. Candidates should have a BA or BS degree, 5 years of experience, and strong communication and project management skills. A valid driver's license is required.
The position offers an opportunity to contribute significantly to client satisfaction and revenue generation.
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