Senior Wealth Advisor: Book & Impact
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 Advisor, Financial Consultant, Financial Sales, Financial Services
Job Description & How to Apply Below
A leading financial services company in Charlotte, NC, is seeking a Wealth Management Advisor to partner with affluent clients. You will analyze financial landscapes and offer tailored solutions to achieve clients' financial goals. Ideal candidates should have over 5 years of experience managing client relationships and should be motivated by finding solutions in an empowered environment, along with fulfilling licensing requirements within the first 120 days of employment.
This position promotes a comprehensive benefits package and a commitment to diverse work culture.
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Position Requirements
10+ Years
work experience
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