Charlotte, NC 243MM successionpearlrecruiter • Charlotte, NC, us
Charlotte, NC 243MM succession
pearlrecruiter • Charlotte, NC, us
29 days ago
Job type
- Full-time
- Quick Apply
Job descriptionCompetitive Salary + Bonus No cap on earnings
Job Description
Charlotte Office of National RIA seeks hungry, ambitious Financial Advisor
- Barron’s 2024 Top RIA List for Independent Advisory Firm &
- Barron’s Top 100 RIA Firm 2024 & 2025”
Succession plan for 250MM AUM
Requirements
Some portable business @ 20MM
5+ years of experience
Benefits
Requirements
Comfortable Communicating with High Net-Worth Clients Works Well in a Collaborative Team Environment Desires to Manage Client Relationships Detail-Oriented Shows Initiative to Grow as a Professional Experience and Education 3 - 5+ years of Experience in the Industry and working towards their CFP® Strong Organization skills and proficiency with MSOffice 365 (Excel, Word, Outlook, PowerPoint) Bachelor’s degree in Finance, Accounting, or related Business degree
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Charlotte Nc • Charlotte, NC, us
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