Job Description
Join our award-winning financial advisory team in Raleigh, NC and transform your career with a remote-friendly opportunity! We're seeking a dynamic Senior Financial Advisor to help high-net-worth individuals and families achieve their financial goals. Enjoy flexible remote work arrangements while serving clients in the vibrant Raleigh-Durham metro area. Our comprehensive training program and cutting-edge technology platform will set you up for success in this recession-proof industry.
Responsibilities
- Develop personalized financial strategies including investment portfolios, retirement planning, and estate management
- Build and maintain long-term client relationships through regular portfolio reviews and financial planning sessions
- Conduct market analysis and research to identify investment opportunities and risks
- Collaborate with internal teams on complex financial solutions for institutional clients
- Maintain compliance with FINRA regulations and company fiduciary standards
- Lead financial literacy workshops for community groups in the Raleigh area
- Utilize CRM tools to track client interactions and pipeline management
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA or CFP preferred)
- Minimum 5 years of experience in financial advisory or wealth management
- Valid Series 7 and Series 66/63 licenses (or ability to obtain within 90 days)
- Proven track record of building client portfolios exceeding $10M AUM
- Exceptional communication skills with ability to translate complex concepts
- Strong analytical abilities with proficiency in financial planning software
- Experience with remote work technologies and virtual client meetings
- Network of professional connections in the Raleigh business community