Wealth Advisor: Holistic Planning & Client
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-02-28
Listing for:
Curi Capital LLC
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A national registered investment advisory firm in Raleigh, North Carolina, is seeking a Wealth Advisor to join their Client Advisory Team. This role entails offering comprehensive wealth planning advice to clients while fostering new client relationships through dedicated community involvement and referrals. The ideal candidate will possess at least five years of relevant experience in wealth management and demonstrate strong interpersonal and communication skills.
The firm offers a competitive salary and comprehensive health benefits.
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