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Wealth Advisor Apprentice: to Lead Adviser
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-03-08
Listing for:
Verum Partners
Apprenticeship/Internship
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A fast-growing wealth management firm in Charlotte is seeking an Associate Adviser to provide support across client relationships and grow into a Lead Adviser. The ideal candidate should have 3+ years in wealth management, a strong communication style, and an interest in financial planning and tax advisory.
This role offers competitive compensation, a comprehensive benefits package, and a path for mentorship within a collaborative team environment.
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