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Financial Advisor Financial Consultant Financial Sales Financial Services

Strategic Wealth Client Partner

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: TIAA
Full Time position
Listed on 2026-03-08
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Financial Sales, 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 financial services firm seeks a Wealth Client Relationship Manager in Charlotte, NC. This position involves collaborating with advisors to deliver outstanding client service and support high-net-worth clients in achieving their financial goals. Candidates should possess strong communication skills, demonstrated client relationship experience, and relevant FINRA registrations. Life and Health Insurance License is also required within 120 days of starting.

An ideal fit thrives in a client-focused, collaborative environment and carries an entrepreneurial mindset.
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