What are the responsibilities and job description for the Wealth Management Advisor position at System Soft Technologies?
đź’° Wealth Advisor/Financial Advisor đź’°
đź“ŤCharlotte, NC (primarily onsite) --> Local candidates
Compensation: open/based on book of business
We are seeking an experienced Wealth Advisor who brings an established client base, a proven track record of business development, client relationship management, and financial planning excellence. The ideal candidate will have an existing book of business with $25M in Assets Under Management (AUM) and the ability to continue growing and deepening client relationships.
What You'll Do
âś… Build and Strengthen Client Relationships
- Develop and maintain trusted relationships through networking, referrals, and ongoing portfolio reviews.
- Deliver proactive communication and exceptional service to help clients stay on track toward their financial objectives.
âś… Create Personalized Financial Strategies
- Understand clients' financial goals, risk tolerance, and life priorities.
- Develop customized investment, retirement, and wealth management recommendations.
âś… Provide Expert Financial Guidance
- Consult with clients on financial products and services tailored to their unique needs.
- Deliver thoughtful advice that supports long-term financial success.
âś… Grow Your Practice
- Leverage your existing network and book of business while expanding your client base through relationship-driven business development.
Required Qualifications
- Established book of business with $25M AUM
- Bachelor's degree or equivalent combination of education and relevant experience
- Proven success in wealth management, financial advising, or private client services
Licenses & Certifications
- State Life & Health License
- SIE
- Series 7
- Series 66
- Series 24 preferred