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Senior Wealth Advisor - Strategic Client Wealth & Planning
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-07-02
Listing for:
WealthBridge Financial Group
Full Time
position Listed on 2026-07-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below
Wealth Bridge Financial Group is looking for a results-oriented Senior Wealth Advisor to engage with clients in understanding their financial objectives. In this role, you will provide tailored advice related to investment opportunities, retirement planning, and wealth management strategies.
You will also have the opportunity to utilize advanced tools and collaborate with industry experts to empower clients to make informed financial decisions, complemented by top-tier health coverage, 401(k) matching, and opportunities for career growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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