About this role
Private Wealth Financial Advisor at CG Financial Services. Location: Charlotte, North Carolina, United States. Role: Manage relationships, Deliver strategies, Develop opportunities Requirements: 5+ years serving high-net-worth clients; CFP, ChFC, CPWA preferred; Series 65; Bachelor’s in Finance/Business/Economics; strong business development and communication skills. Category: Finance and Accounting Seniority: Mid Level Certifications: cfp, chfc, cpwa, series 65 Commitment: Full Time Workplace: Onsite Languages: English