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Charlotte, NC 243MM succession

Job Description - Charlotte, NC 243MM succession

Charlotte Office of National RIA seeks hungry, ambitious Financial Advisor 

**Barron’s 2024 Top RIA List for Independent Advisory Firm & 
**Barron’s Top 100 RIA Firm 2024 & 2025”

Succession plan for 250MM AUM





Requirements

Some portable business @ 20MM

5+ years of experience

Benefits

**Competitive Salary + Bonus

**No cap on earnings

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