Job Description
Join our elite team of financial advisors in Charlotte, NC and transform lives through strategic wealth management. We're seeking passionate professionals to serve high-net-worth clients in America's fastest-growing financial hub. Enjoy uncapped earning potential, comprehensive training, and a culture that prioritizes your growth. Immediate openings available!
Responsibilities
- Develop personalized financial plans for 50+ high-net-worth clients
- Manage investment portfolios exceeding $50M in total assets
- Drive new client acquisition through strategic networking
- Conduct quarterly portfolio reviews and performance analysis
- Stay current on SEC/FINRA regulations and compliance requirements
- Mentor junior advisors on advanced wealth strategies
Qualifications
- FINRA Series 7/66 or 65/24 licenses required
- 3+ years of financial advisory experience
- Proven track record of $1M+ annual AUM production
- CFP or CFA designation strongly preferred
- Exceptional communication and presentation skills
- Entrepreneurial mindset with client acquisition drive