Private Wealth Financial Advisor
CG Financial ServicesCharlotte, North Carolina, United States
Posted December 29, 2025
Full Time
About the Company
CG Financial Services helps successful individuals and families build, protect, and transfer wealth through comprehensive and personalized planning.
Job Description
We're seeking a dynamic and growth-minded Private Wealth Advisor for our Charlotte office. This advisor will manage and deepen relationships with high-net-worth clients while proactively developing new opportunities through relationship-building, networking, and strategic business development.
Requirements
- Bachelor's degree in Finance, Business, Economics, or related field.
- CFP?, ChFC, CPWA strongly preferred.
- Series 65
- 5+ years serving high-net-worth clients.
- Strong business development track record.
- Excellent communication and relationship skills.
- Self-driven, curious, high-integrity professional.
Benefits
- Competitive compensation model with salary + incentives.
- Professional development and leadership growth opportunities.
- A culture that values learning, collaboration, excellence, and meaningful client impact.
