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Strategic Wealth Advisor Affluent Clients
Job in
Durham, Durham County, North Carolina, 27703, USA
Listed on 2026-01-12
Listing for:
TIAA
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company is seeking a Wealth Management Advisor to partner with affluent clients. The ideal candidate will help identify financial goals and develop tailored recommendations through strong interpersonal communication skills. A university degree, 5+ years of relevant experience, and obtaining necessary licenses within 120 days are essential for success in this role. This position is ideal for a driven individual motivated to build rewarding client relationships in a sedentary work environment.
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