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Financial Consultant Financial Advisor Banking & Finance Wealth Management

Senior Wealth Consultant & Relationship Leader

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Charlotte Staffing
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Banking & Finance, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Charlotte is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. This role focuses on building strong relationships and helping clients achieve their financial goals through expert guidance. Candidates must have a FINRA Series 7 license and will need to obtain additional licenses during their tenure. The firm offers a supportive culture, competitive benefits, and professional development opportunities.
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Position Requirements
10+ Years work experience
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