Director, Financial Planning - Client-Focused Wealth Strategist
Occupations:
Personal Financial AdvisorsFinancial ManagersSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersFinancial and Investment AnalystsIndustries:
Other Financial Investment ActivitiesOffice Administrative ServicesAgents and Managers for Artists, Athletes, Entertainers, and Other Public FiguresManagement, Scientific, and Technical Consulting ServicesEmployment ServicesA leading financial advisory firm in Charlotte is seeking a Director of Financial Planning to provide client-focused financial advice. In this role, you will be responsible for assessing client needs, offering personalized financial strategies, and fostering long-term client relationships. Candidates must possess a Series 65 license and relevant experience in fee-based wealth management. This position offers competitive compensation ranging from $125,000 to $350,000, reflecting performance and client relationship success.
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