Strategic Wealth Advisor: Client Growth & Planning
Jobtailor
Jobtailor in Charlotte, NC seeks an experienced financial professional to consult on investment and insurance strategies and to develop comprehensive financial plans for clients. You will grow and retain an investment and insurance book of business, manage the client experience, and collaborate with internal partners to drive referrals. You will coach branch staff, identify opportunities, and lead efforts to achieve investment results while ensuring compliant, high-quality client service. #J-18808-Ljbffr Jobtailor
Vacancy posted 3 days ago
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