Associate Advisor

8/16/2023
Nick Foy
1920 Abbott St. Ste 300 Charlotte, NC 28203 Phone: 7042496410 Fax: 7042496410
jobs@greenwaywealth.com
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Greenway Wealth Advisors is a young(ish) firm with big ambitions, and we're seeking a new Associate Advisor to help us accomplish our mission. Our goal is to help our clients live more meaningful lives by giving them tools to improve their Margin and their Impact, which adds to their overall contentment.


We need someone who has obtained the CFP® mark, or who would like to do so in the future.


We need someone who is incredibly well organized and is a great communicator, both written and verbal.


We need someone who has a heart for working with people, and is especially interested in the impact a well-crafted financial plan and investment strategy can have on someone’s life.


Interested in finding out more? Know someone who might be a great fit? Send us a resume at: jobs@greenwaywealth.com