More jobs:
Wealth Advisor: Investments, Planning & Client
Job in
Mooresville, Iredell County, North Carolina, 28115, USA
Listed on 2026-10-07
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
A financial services firm in North Carolina seeks a dedicated professional to manage and grow client relationships. This role involves providing exceptional service, acquiring new clients, and maintaining compliance with regulatory requirements. Candidates should have a high school diploma, 3+ years of relevant experience, and necessary licenses (Life/Health and FINRA Series 7, 63 & 65 or S66). Strong communication and organizational skills are essential, alongside proficiency in basic software programs.
Are you ready to take on the Wealth Advisor:
Investments, Planning & Client Growth role at Cetera Financial Group? We are seeking a motivated Wealth Advisor:
Investments, Planning & Client Growth to join Cetera Financial Group in Mooresville, NC, United States. Consider building your career as a Wealth Advisor:
Investments, Planning & Client Growth at Cetera Financial Group. The Wealth Advisor:
Investments, Planning & Client Growth position in the Finance field is open for applications.
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(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).
(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).
Search for further Jobs Here:
×