Senior CFP Financial Planner & Wealth Advisor

Dexian is seeking a Financial Planner in Charlotte, NC, to identify client objectives and deepen relationships. The ideal candidate must have a Bachelor’s degree and 5+ years of industry experience, with skills in financial planning tools and compliance knowledge. This role offers initial focus on client retention, with a base compensation of $65,000-$80,000, potentially reaching $110,000-$140,000 total compensation including bonuses and commissions. #J-18808-Ljbffr Dexian