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Milestone Wealth
Categories
Financial Planning & Investment Services
- 500-D Red Banks Road Greenville NC 27858
- (252) 756-7005
- (877) 706-7005
- (252) 756-7064
- Send Email
- Visit Website
Hours:
Call to schedule an appointment
Driving Directions:
On Plaza Drive off Red Banks Road
About Us
The Advisors at Milestone Wealth use a comprehensive wealth planning process to develop a innovative and personalized financial plan that will provide the foundation for pursuing your goals. We’ll help share the burden of wealth management so you’ll have more time to enjoy more of life today, and we’ll provide you with a solid – yet flexible – financial plan so you can look toward the future with confidence.
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Jobs
Relationship Manager/Associate Wealth Manager
Category: Financial Services
Looking for a rewarding career in the financial industry? Join our team at Milestone Wealth and begin developing relationships with our clients and supporting their needs, with the goal of attaining your CFP and becoming an Associate Wealth Manager within two years.
Responsibilities:
• Client Service: Personalized support ensuring exceptional client satisfaction.
• Client Meetings: Attend,
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