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Financial Consultant Financial Advisor

Senior Financial Consultant & Wealth Planner

Job in Sanford, Lee County, North Carolina, 27330, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in North Carolina is looking for a Financial Consultant to provide wealth management and financial planning advice to clients. The role involves building strong relationships with clients, consolidating assets, and earning referrals in a supportive environment. Candidates must have a valid FINRA Series 7 license and a passion for community engagement. The position offers a competitive benefits package and opportunities for professional development and incentives.
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Position Requirements
10+ Years work experience
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