Wealth Advisor: Build Strategic Client Wealth
Jobtailor
Jobtailor in Charlotte, NC is seeking an experienced financial advisor to consult on investment and insurance strategies, develop financial plans for clients, and grow an investment and insurance book of business. You will own the client experience, manage sales and service, identify opportunities, and collaborate with internal partners to expand relationships while ensuring compliance with FINRA, FDIA and SAFE Act requirements. #J-18808-Ljbffr Jobtailor
Vacancy posted 4 days ago
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