You will provide comprehensive financial planning and strategic investment advice to help clients meet their financial goals. You'll be responsible for developing strong client relationships, managing investment portfolios, and offering unbiased advice.
You must have a sustainable book of business and be willing to grow it further.
Qualifications
Education: Minimum BA or BS Degree, preferably in a business-related field (e.g., Business Administration, Economics, Accounting, Finance, Marketing, etc.).
Licenses: Must hold a Series 65 or Series 66 License.
Experience: 7+ years in the financial industry.
Work Environment: In-office 5 days a week (Charlotte, NC). Flexible environment that accommodates occasional remote work for emergencies or special situations.
Job Type: Full-time
Pay: Up to $100,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Weekly schedule:
Work setting:
Education:
Experience:
- financial industry: 7 years (Required)
License/Certification:
- Series 65 or 66 (Required)
Work Location: In person