Wealth Advisor: Investments, Planning & Client Growth
Cetera Financial Group
A financial services firm in North Carolina seeks a dedicated professional to manage and grow client relationships. This role involves providing exceptional service, acquiring new clients, and maintaining compliance with regulatory requirements. Candidates should have a high school diploma, 3+ years of relevant experience, and necessary licenses (Life/Health and FINRA Series 7, 63 & 65 or S66). Strong communication and organizational skills are essential, alongside proficiency in basic software programs. #J-18808-Ljbffr Cetera Financial Group
Vacancy posted 3 days ago
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