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Senior Financial Advisor Planning & Client Impact
Job in
Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listed on 2026-01-01
Listing for:
Modera Wealth Management
Full Time
position Listed on 2026-01-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Winston-Salem seeks an experienced Financial Advisor to develop comprehensive financial plans for clients. The ideal candidate should have a strong background in wealth management, excellent analytical and communication skills, and a commitment to client service. Responsibilities include managing client portfolios, leading meetings, and collaborating with the investment team. Competitive salary and benefits offered, including professional growth opportunities.
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Position Requirements
10+ Years
work experience
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