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Senior Wealth Advisor — Lead Wealth Advisory; NC
Job in
Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listed on 2025-12-08
Listing for:
CliftonLarsonAllen
Full Time
position Listed on 2025-12-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A national professional services firm is looking for a Senior Wealth Advisor to lead their North Carolina market. The ideal candidate will have at least 8 years of financial services experience and a bachelor's degree in Accounting or Finance. This role involves leading comprehensive wealth advisory services and managing client relationships while overseeing financial planning tasks. Competitive benefits and flexible work options are offered.
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Position Requirements
10+ Years
work experience
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