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WHO WE ARE:
We are an innovative and fast-paced Registered Investment Adviser (RIA) firm offering financial planning, multi-disciplined institutional asset management solutions and other platform capabilities to a national base of growth focused financial advisors. Our platform solutions include practice management and consulting resources, an industry leading technology stack, back-office support, and a robust compliance program.
JOIN OUR TEAM TODAY!
As we continue to serve the unique goals of end clients in our Retail offering, including more personalized and comprehensive wealth management services, we have an opportunity for a highly skilled professional to join our Financial Advisory Team. This role is located at our company headquarters in Cornelius, NC, a northern suburb of Charlotte in the highly desirable Lake Norman area.
YOUR ROLE:
We are seeking a highly motivated Financial Advisor to join our team and help us provide exceptional financial and investment planning services to our end clients. In this client-facing role, you will collaborate with the Senior Wealth Advisor and other client service team members to develop and execute client relationship plans.
RESPONSIBILITIES:
REQUIREMENTS:
COMPETENCIES:
Full Time
$66k-98k (estimate)
05/04/2024
05/20/2024
The following is the career advancement route for Wealth Management Advisor positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor, it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor. You can explore the career advancement for a Wealth Management Advisor below and select your interested title to get hiring information.