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Wealth Advisor – Retirement Group
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-03
Listing for:
Equitable Advisors
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial services firm in Charlotte, NC is seeking a Financial Professional for the Retirement Benefits Group. This role involves client engagement, educating clients about financial products, and ensuring excellent service delivery. Candidates should have a Bachelor’s degree and necessary licenses, such as Series 7 and Series 66. The position provides flexibility and opportunities for professional development in a supportive environment, impacting communities positively.
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