Strategic Wealth Advisor: Client & Planning
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-29
Listing for:
Teachers Insurance and Annuity Association of America
Full Time
position Listed on 2026-01-29
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Charlotte, NC is seeking a Wealth Advisor to partner with clients in achieving their financial goals. Responsibilities include managing investments, tailoring strategies, and collaborating with team members to develop client solutions. Ideal candidates will have a university degree and 3+ years of financial services experience, alongside necessary FINRA registrations. The firm offers a competitive salary range of $80,000 to $95,000 with benefits that promote well-being and professional growth.
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