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Senior Wealth Specialist: Tax‑Aware SMAs & Regional Growth
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-22
Listing for:
Allspring Global Investments Holdings, LLC
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Allspring Global Investments Holdings, LLC is seeking a Wealth Specialist to enhance the firm's investment platform through client engagement and expertise in investment strategies. Located in Charlotte, NC, this role involves promoting Allspring's solutions and liaising with financial advisors.
The ideal candidate will have strong investment knowledge, excellent communication skills, and the ability to cultivate client relationships, with a focus on tax-managed solutions. The position operates in a hybrid model, requiring 4 days in the office weekly.
Qualifications include 5+ years in financial services, completion of FINRA Series 7 and 63 exams, and a preference for CFA or CFP designations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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