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Senior CFP Lead Advisor: Transform Client Futures
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-07-31
Listing for:
Independent Educational Consultants Association
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Greenway Wealth Advisors is seeking a Lead Advisor to join our team to manage client relationships and provide strategic financial planning and investment guidance. The ideal candidate has a CFP designation, extensive experience in independent client management, and exceptional communication skills.
We value highly organized professionals who can collaborate with a team and transition their current clients to our firm while growing the client base with thoughtful financial solutions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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