Job Description
Join Heritage Wealth Partners as a Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to build client portfolios in Greensboro's growing market. Enjoy uncapped earning potential, comprehensive training, and cutting-edge technology. Our collaborative culture supports advisors with mentorship from industry veterans while maintaining entrepreneurial freedom.
We offer competitive benefits including health insurance, 401(k) matching, and professional development stipends. Located in downtown Greensboro's financial district, you'll thrive in a modern workspace designed for client consultations and team collaboration.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Acquire new clients through strategic networking and referral programs
- Manage investment portfolios across equities, bonds, and alternative assets
- Ensure compliance with FINRA regulations and firm protocols
- Utilize CRM systems to track client relationships and performance metrics
- Conduct quarterly portfolio reviews and adjust strategies based on market conditions
- Collaborate with estate planning and tax professionals for holistic solutions
Qualifications
- FINRA Series 7 and 66/65 certifications required
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven track record
- Strong analytical skills with ability to interpret complex financial data
- Exceptional communication and presentation abilities
- CFP or CFA designation preferred
- Valid North Carolina securities license
- Demonstrated success in building client relationships