Senior Wealth Specialist: Tax‑Aware SMAs & Regional Growth
Allspring Global Investments Holdings, LLC
Allspring Global Investments Holdings, LLC is seeking a Wealth Specialist to enhance the firm's investment platform through client engagement and expertise in investment strategies. Located in Charlotte, NC, this role involves promoting Allspring's solutions and liaising with financial advisors. The ideal candidate will have strong investment knowledge, excellent communication skills, and the ability to cultivate client relationships, with a focus on tax-managed solutions. The position operates in a hybrid model, requiring 4 days in the office weekly. Qualifications include 5+ years in financial services, completion of FINRA Series 7 and 63 exams, and a preference for CFA or CFP designations. #J-18808-Ljbffr Allspring Global Investments Holdings, LLC
Vacancy posted 4 days ago
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