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Financial Advisor
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Full-time
- We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach.
- We proudly provide unique financial plans and investment management services to over 55,000 households from our over 100 offices - and growing - nationwide.
- Our Cornelius Lake, NC office is looking for a Financial Advisor working as part of an advisory team to help clients achieve their financial goals, provide client service that exceeds the client's expectations.
- Assist the Financial Advisor during client meetings and with follow-up
- Advanced designation required (CFP, CPA, MBA, etc.)
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