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Wealth Advisor: Lead Client Strategy
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-01
Listing for:
PNC
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services company is seeking a Wealth Advisor to provide tailored advice and planning for clients in Charlotte, NC. The role demands strong relationship-building skills, a Bachelor's degree, and relevant experience of over 3 years in the industry. Successful candidates will develop and implement investment strategies and work closely with clients to meet their financial goals. The compensation package includes comprehensive benefits and opportunities for professional growth.
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