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Financial Consultant Financial Advisor Financial Services Wealth Management

Associate Wealth Advisor — Guided Path to Wealth Management

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Charles Schwab Corporation
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Charlotte, North Carolina is seeking an Associate Wealth Advisor to support Wealth Advisors by servicing and retaining virtual client relationships. Candidates should have active FINRA Series 7 and 66, along with 1-3 years of financial industry experience. This role focuses on providing customized financial planning and fostering client relationships, with opportunities for mentorship and professional development.
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Position Requirements
10+ Years work experience
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