Senior Wealth Advisor UHNW Clients
Job in
Gastonia, Gaston County, North Carolina, 28054, USA
Listed on 2026-02-12
Listing for:
Gamma Phi Omega International
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Banking & Finance, Financial Services
Job Description & How to Apply Below
A leading financial services provider is seeking a Wealth Advisor in North Carolina to serve high net worth clients. The ideal candidate will have a Bachelor's degree and over 8 years of experience. Responsibilities include developing client relationships, meeting retention goals, and managing complex credit needs. The position offers competitive benefits and opportunities for professional growth, while adhering to Truist’s compliance and risk management standards.
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Position Requirements
10+ Years
work experience
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