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Senior Private Wealth Consultant: Strategy
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-17
Listing for:
MassMutual
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm seeks a professional to partner with financial advisors, providing tailored wealth strategies and detailed product knowledge to high-net-worth clients. This role requires strong communication skills, a proven sales background, and the ability to travel up to 70%. Ideal candidates will have 5+ years of relevant experience and necessary FINRA certifications. The firm emphasizes a supportive environment with opportunities for career advancement and crucial client interactions.
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Position Requirements
10+ Years
work experience
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