Strategic Wealth Advisor - Tailored Financial Plans
Jobtailor
Jobtailor is seeking a licensed financial professional to advise clients, triage leads, and build comprehensive financial plans in Raleigh. You will meet with clients to discuss goals, propose brokerage products, and help clients reach their investment objectives while maintaining compliance and ongoing education. The ideal candidate holds Series 7 and Series 66, or 63/65 in lieu, plus CFP/CRPC certifications and insurance licenses. #J-18808-Ljbffr Jobtailor
Vacancy posted 4 days ago
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