Adzuna logo

Financial Professional (Wealth Management)

easy apply
Location: Kernersville, NC
Company: Latitude
Apply for this job

Financial Professional in Wealth Management

Location: Kernersville, NC (Mostly Remote)

Salary: $40K + Commission.

1st Year OTE: $83K-$93K

2nd Year OTE: $96K - $130K

3rd Year OTE: $150K+

***NEED a CFP, CFA, or JD to be considered***


  • Prospecting for clients as you build your practice through introduction-based activities.
  • Maintaining long-term, positive relationships with your clientele.
  • Providing education and solutions to clients and applying the resources of our team of professionals to assist clients.
  • Capitalize on the education and knowledge opportunities offered by our team.


  • Strong interpersonal skills and a desire to be in a relationship-driven career.
  • Entrepreneurial spirit with a commitment to integrity.
  • College degree or military equivalent is preferred
  • Sales or entrepreneurial experienced preferred, but not required.

Compensation and Benefits:

  • A program for new professionals with rate considerations as you grow your commission-base.
  • Comprehensive rewards, trips, and recognition opportunities
  • Full benefits package including insurance and retirement benefits

Powered by JazzHR

Apply for this job


The number of jobs in each salary range for all:

Similar jobs

Financial Professional
Summit Advisory Group
Winston Salem, NC, 27101
Financial Professional
New York Life
Winston-Salem, NC, 27110
Financial Professional
New York Life
Winston Salem, NC, 27110
Financial Professional
MassMutual Carolinas
Winston Salem, NC
Management Fast track Financial Professional
New York Life
Winston-Salem, NC, 27110