Wealth Management Advisor Salaries in North Carolina

Excellent telephone service/relationship management skills. Support other departments and independent financial advisors in their understanding of the program.

$67,500 - $112,500 a year

Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…

A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.

10 days ago

This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination…

$62,500 - $87,500 a year

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire. The Expertise and Skills You Bring.

Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…