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Financial Consultant Financial Advisor

Senior Wealth Planning Strategist

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Fifth Third Bank, N.A.
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A national financial services firm is seeking a Senior Wealth Strategist in Charlotte, NC to provide expert wealth planning for high net worth clients. The role involves delivering customized solutions, advising clients on complex financial strategies, and building strong relationships with influencers in the industry. Candidates should possess over 10 years of experience and relevant certifications like CFP or JD, along with strong analytical skills.

Comprehensive benefits and compensation are offered, with the base salary reflective of experience and role.
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Position Requirements
10+ Years work experience
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