Senior CFP Wealth Advisor for Affluent Clients
$200kDexian
Dexian seeks an experienced Senior Certified Financial Planner (CFP) to manage and grow an affluent client portfolio. The role includes comprehensive financial planning, wealth management solutions, and relationship management. The ideal candidate will have strong financial planning expertise, a client-first approach, and business development skills. This position is fully onsite in Charlotte, NC, with a competitive base salary and potential earnings of up to $200,000 with commissions. #J-18808-Ljbffr
Vacancy posted 9 hours ago
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