CG Financial
Senior Private Wealth Advisor - High-Net-Worth Growth
CG Financial, Charlotte, North Carolina, United States, 28245
A financial advisory firm is seeking a Private Wealth Advisor for its Charlotte, NC office. This role involves managing relationships with high-net-worth clients and developing new client opportunities. The ideal candidate should possess a Bachelor's degree in Finance or a related field, hold relevant certifications, and have over 5 years of experience in business development. The company values integrity and innovation in delivering wealth management solutions.
#J-18808-Ljbffr