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Wealth Advisor: Fiduciary Planning & Client Impact

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-01-24
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 85000 - 145000 USD Yearly USD 85000.00 145000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm is seeking a Wealth Advisor I in Charlotte, NC, to deepen relationships with clients and grow their practice. The role requires advanced financial knowledge and proven communication skills. Candidates should possess a Bachelor’s degree and a CFP designation, with at least 7 years of relevant experience. This position offers a hybrid work schedule and an attractive compensation package, including a base salary between $85,000 - $145,000, depending on experience and performance.
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