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Holistic Wealth Advisor — Planning
Job in
Wilmington, New Hanover County, North Carolina, 28412, USA
Listed on 2026-02-22
Listing for:
REV Federal Credit Union
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial institution in North Carolina is seeking a Wealth Advisor responsible for providing personalized wealth management and financial planning services to members. The candidate will manage investment portfolios, build long-term advisory relationships, and ensure compliance with regulations. Ideal candidates will have a Bachelor's degree in Finance or Business, along with relevant licenses and a minimum of five years of experience in wealth management.
Strong communication skills and a deep understanding of financial products are essential.
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