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Financial Consultant Financial Advisor Wealth Management

Portfolio Advisor – Wealth & Investment Strategy

Job in High Point, Guilford County, North Carolina, 27264, USA
Listing for: Pinnacle Bank
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services company seeks a Financial Consultant to manage investment portfolios and provide solid financial advice to clients. The ideal candidate should possess at least 10 years of experience in the industry and demonstrate strong client service skills. This role involves developing new client relationships while meeting targets that contribute to the company's growth. The position requires a commitment to providing excellent service and understanding of investment products and securities markets.
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