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Senior Wealth Specialist @ Allspring Global

Charlotte or Remote ILRemoteFull Time
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About this role

Senior Wealth Specialist at Allspring Global. Location: Charlotte or Remote IL. Role: Promote solutions, Identify strategies, Cultivate relationships Requirements: 5+ years in business development/sales/financial services consulting or investment research; FINRA Series 7 and 63; ability to travel up to 75%; strong wealth management knowledge; CFA/CPA/ CFP/ CIMA preferred. Category: Finance and Accounting Seniority: Mid Level Certifications: finra series 7, finra series 63 Commitment: Full Time Workplace: Hybrid Languages: English

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