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CFP Financial Planner — Path to Advisor
Job in
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-06-18
Listing for:
Pursuit
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Pursuit is seeking a Financial Planner (CFP) in Greensboro, NC to support a growing client base and contribute to investment strategy. This hands-on role offers a clear growth path into an Advisor role.
You will prepare comprehensive financial plans, analyze client portfolios, and collaborate closely with senior advisors. The ideal candidate has 5+ years of financial planning experience and strong insurance planning background.
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