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Associate Wealth Management Advisor - (Charlotte, NC)

Associate Wealth Management Advisor - The Northwestern Mutual Life Insurance Company, Inc.Helping wealth management advisor manage a book of business, execute trades, run financial plans, service existing clients, conducting investment research, run investment proposals. Looking for a applicant that has Series seven & 63 licenses. Prefer applicant to have CFP or be willing to obtain CFP. Looking for someone who wants to be a part of a growing, successful, quick paced wealth management practice. Applicant needs to pocess good interpersonal skills, good at building and maintaining client relationships, and multitasking.


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Posted in Charlotte, NC, Labor
From TopUSAJobs - 1 month ago