We're seeking a knowledgeable Financial Advisor to provide expert guidance on financial planning, investments, and wealth management.
## Key Responsibilities:
1. Assess clients' financial goals and develop personalized plans.
2. Provide investment advice and portfolio management.
3. Offer guidance on retirement planning, tax strategies, and estate planning.
4. Stay updated on market trends and regulatory changes.
5. Build and maintain client relationships.
## Requirements:
1. Relevant certifications (CFP, CFA).
2. Strong understanding of financial markets and products.
3. Excellent communication and interpersonal skills.
4. Proven experience in financial advisory.
## Skills:
1. Financial planning and analysis.
2. Investment management.
3. Risk assessment and management.
4. Client relationship building.
Top Skills
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Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
