Strategic Wealth Advisor - Tailored Financial Plans
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-17
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Jobtailor is seeking a licensed financial professional to advise clients, triage leads, and build comprehensive financial plans in Raleigh. You will meet with clients to discuss goals, propose brokerage products, and help clients reach their investment objectives while maintaining compliance and ongoing education.
The ideal candidate holds Series 7 and Series 66, or 63/65 in lieu, plus CFP/CRPC certifications and insurance licenses.
#J-18808-LjbffrTo 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:
×