Job Description
Join our elite team of financial advisors in Charlotte, NC's thriving financial district! We're seeking a dynamic professional to transform clients' financial futures through personalized wealth management strategies. Enjoy competitive compensation, comprehensive training, and a collaborative environment designed for growth. This urgent opening requires immediate action – apply today to secure your position in one of America's fastest-growing financial markets!
Responsibilities
- Develop comprehensive financial plans aligned with client goals, risk tolerance, and market conditions
- Build and maintain high-net-worth client relationships through proactive communication and trust-building
- Analyze investment opportunities and deliver data-driven portfolio recommendations
- Exceed sales targets by identifying cross-sell opportunities for retirement planning, insurance, and estate solutions
- Stay current on SEC/FINRA regulations and industry best practices
- Leverage CRM systems to track client interactions and pipeline management
- Collaborate with internal teams to execute seamless client onboarding and service delivery
Qualifications
- Bachelor's degree in Finance, Economics, or Business (MBA/CFA preferred)
- Minimum 3 years of financial advisory experience with proven client acquisition success
- Active Series 7, 66, and state insurance licenses
- Strong proficiency in portfolio management tools (e.g., Morningstar, Envestnet)
- Exceptional presentation skills for complex financial concepts
- Track record of exceeding $1M annual AUM growth
- Valid NC state securities registration
- Ability to thrive in commission-driven environments