Wealth Advisor: Client Portfolios & Relationships
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-01-25
Listing for:
Cetera Financial Group
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Services, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications. The ideal candidate will demonstrate strong organizational and analytical skills while pursuing new clients and ensuring compliance with regulations.
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