Senior Private Wealth Strategy Advisor Leader

Fidelity Investments in Charlotte, North Carolina is seeking a senior-level professional to lead wealth management strategies and ensure exceptional client service. The ideal candidate will have at least 12 years of financial service experience and the ability to execute complex financial plans. This role requires strong communication skills, knowledge of investment strategies, and licenses in FINRA Series 7 & 66. Join a dedicated team focused on helping clients grow and protect their wealth through tailored financial solutions.
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