Senior Private Wealth Advisor: High-Net-Worth Growth
CG Financial
CG Financial Services is seeking a Private Wealth Advisor for our Charlotte office. This role involves managing high-net-worth client relationships while developing new opportunities through networking and strategic business development. The ideal candidate will have a strong background in finance, at least 5 years of experience with high-net-worth clients, and possess key certifications such as CFP. Join a culture focused on learning, collaboration, and meaningful client impact. #J-18808-Ljbffr
Vacancy posted 1 day ago
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