HNW Financial Consultant: Growth & Advisory

A leading investment management firm located in Charlotte, NC is seeking a Financial Consultant to manage a sales book of high net worth clients. This role involves advanced needs analysis, client education on financial matters, and driving sales conversions through effective outreach strategies. Candidates should have a relevant undergraduate degree, at least three years of experience, and strong consultative sales skills. The company offers a hybrid work environment that fosters flexibility and collaboration. #J-18808-Ljbffr