Certified Financial Advisor

What you’d do

Advise clients on financial planning, including investing approaches, tax management, and personalized investment strategies, while building and maintaining long-term client relationships. Full-time role in Charlotte, NC; relocation available to those who qualify. Found on the employer's careers page on Oct 20, 2026. Apply through the link.

You’ll need

• Certified Financial Planner (CFP) designation
• Series 7, 63 or 66 (or within 3 months)
• 5 years of advisory experience
• Advice planning and book of business management
• Relationship management