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CG Financial

Senior Private Wealth Advisor - High-Net-Worth Growth

CG Financial, Charlotte, North Carolina, United States, 28245

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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