Wealth Advisor - Build Relationships & Grow Clients' Goals
Listed on 2026-09-25
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Smart Bank, a recognized Great Place to Work employer, seeks a Wealth Management Advisor to build trusted client relationships and deliver holistic financial planning. You will assess clients' goals, recommend investment strategies, and work with Raymond James platform to execute trades while staying compliant.
This role calls for a bachelor’s in finance or related field, 3+ years in financial services, and licenses (SIE, Series 7/66 or life/health/annuities).
We would love to welcome a new Wealth Advisor
- Build Relationships & Grow Clients' Goals to our team in NC, United States.
The Wealth Advisor
- Build Relationships & Grow Clients' Goals position in the Finance, Sales field is open for applications.
We have an opening for a Wealth Advisor
- Build Relationships & Grow Clients' Goals in NC, United States within Finance, Sales.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).