Aspiring Wealth Advisor Associate: Client Planning
Charles Schwab
Charles Schwab is looking for an Associate Wealth Advisor in Charlotte, NC, to support Wealth Advisors by servicing and retaining virtual client relationships. This role allows you to leverage your client service and wealth management expertise while receiving mentorship from top industry professionals. The ideal candidate will have active FINRA Series 7 and 66 certifications, along with 1-3 years in financial services. The position includes benefits like 401(k) contributions and health insurance. #J-18808-Ljbffr
Vacancy posted 1 day ago
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