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Wealth Management Financial Consultant Financial Advisor

Portfolio Advisor – Wealth & Investment Strategy

Job in Raleigh, Wake County, North Carolina, 27601, USA
Listing for: Pinnacle Bank
Full Time position
Listed on 2025-12-19
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Raleigh seeks a Financial Consultant responsible for client advisory in asset management. Ideal candidates should have a minimum of 10 years in the financial industry, excellent communication skills, and proficiency in Microsoft Office. The role requires providing distinctive service, managing client portfolios, and meeting production targets to support company revenue goals. Candidates must have relevant certifications and a passion for excellent client service.
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