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Financial Advisor Financial Services

Wealth ADP: Client Associate to Advisor

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Retirement Resource Center, LLC.
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm seeks a Wealth Management Client Associate in Charlotte, NC. This entry-level position within the Advisor Development Program offers a career path toward becoming a Financial Advisor. Responsibilities include providing client service support to Financial Advisors and learning essential licensing and financial advisory skills. The ideal candidate will possess strong communication skills, time management abilities, and a proactive mindset.

Join us to build relationships and deliver tailored financial solutions.
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Position Requirements
10+ Years work experience
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