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Financial Consultant Financial Advisor Financial Services Wealth Management

Senior Wealth Advisor & Practice Leader

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-23
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 is seeking a Financial Consultant to provide clients with wealth management and financial planning advice. You will build lasting relationships while growing your practice through networking and client referrals. A valid FINRA Series 7 license is required, along with the ability to deliver an outstanding client experience. The role offers a competitive benefits package and opportunities for professional growth.

Join us to make a significant impact in the finance industry.
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Position Requirements
10+ Years work experience
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