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Onsite CFP: Wealth Planner & Advisor
Job in
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-07-01
Listing for:
Dexian
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Dexian is looking for a Certified Financial Planner in North Carolina. This fully onsite position involves identifying client objectives, monitoring progress, and building relationships in investment and lending. The ideal candidate will have at least 5 years of experience and possess a CFP or CRC certification.
Responsibilities include using financial planning tools, engaging prospects, and ensuring a sound control environment. Strong communication skills and a team-oriented mindset are key.
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