Finacial Planning Specialist - Kannapolis, NC - beBeeWealthAdvisor

    beBeeWealthAdvisor
    beBeeWealthAdvisor Kannapolis, NC

    2 hours ago

    Full time

    Job title: Associate Wealth Advisor, Schwab Wealth Advisory

    Description

    Join Our Financial Team as a Wealth Advisor


    As an Associate Wealth Advisor, you will play a pivotal role in servicing and deepening the relationships with high net worth clients. You will be responsible for providing customized financial planning, foundational portfolio needs, and complex client service issues to ensure seamless wealth management experience.


    • FINRA Series 7 License
    • FINRA Series 66 (with COE)
    • A minimum of 1-3 years of experience in the financial services industry.


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