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Senior Financial Planner — Hybrid
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2025-12-15
Listing for:
Turn2Partners
Full Time
position Listed on 2025-12-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A growing wealth management firm in Charlotte is seeking a Senior Financial Planning Associate to support high-net-worth clients and deliver comprehensive financial planning services. The ideal candidate will have a Bachelor's degree in a relevant field and 2+ years of experience in financial planning. You will conduct client interviews, develop financial plans, and collaborate with advisors, contributing to strategic planning within a dynamic and inclusive culture.
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Position Requirements
10+ Years
work experience
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