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Strategic Wealth Advisor: Client & Planning
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-16
Listing for:
Teachers Insurance and Annuity Association of America
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is on the lookout for a Wealth Advisor to partner with clients in achieving their financial goals. This role involves managing investment strategies, forming strong client relationships, and participating in business growth through referrals. The ideal candidate will have at least 3 years of experience in the financial services sector, with necessary FINRA registrations. This position offers a salary range of $80,000 - $95,000 annually, with additional benefits and incentives.
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