Financial Advisor jobs in United States
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TerraWealth™ · 10 hours ago

Financial Advisor

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
date5+ years exp

TerraWealth™ is seeking a Financial Advisor to deliver personalized investment solutions to clients. The role involves providing financial planning support, cultivating client relationships, and ensuring the accuracy of financial plans.

AdviceFinanceFinancial ServicesWealth Management

Responsibilities

Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy

Qualification

5+ years' industry experienceUnderstanding of investmentIndependent thinkerInterpersonal skills

Required

Independent thinker
5+ years' of industry experience
Strong understanding of the investment business
Excellent interpersonal skills

Company

TerraWealth™

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A Financial Team with Everything You Need to Build Assets, Preserve Wealth, and Leave a Lasting Legacy.
dateFounded in 2022
location
High Point, North Carolina, USA
people-size11-50 employees
web-link
https://www.terrawealth.com

Funding

Current Stage
Early Stage

Leadership Team

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Bonnie Wilder, PHR
Chief People Officer
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Company data provided by crunchbase