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CFP Lead Advisor: Client Relationships & Growth
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-02
Listing for:
MY Wealth Planers
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Greenway Wealth Advisors in Charlotte, NC is seeking a Lead Advisor to quickly take on new clients and lead client relationships. The ideal candidate may have clients to transition and will enjoy working as part of a collaborative team with excellent communication and attention to detail.
CFP® mark is preferred; we value organization, a heart for helping people, and deep knowledge of the financial industry, including portfolio theories and investment strategies.
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