Charlotte, NC
3/9/2023


We are looking for a Wealth Advisor that will play a vital role in growing a Wealth Advice business in Charlotte, NC. This position will provide the highest level of client experience through personalized wealth services to clients in a collaborative team environment. This role is responsible for serving current relationships and leading the development of new client relationships, building and leading the Wealth Advisory Team, in addition to a variety of tasks including those listed below:

DUTIES & RESPONSIBILITIES:
  • Evaluates needs of potential clients and offers appropriate financial products and services.
  • Generates new business to assist in meeting team goals:
    • Attend Business Development team meetings
    • Collaborates with the banking team regarding Wealth referrals.
    • Conducts business development calls on prospective and current clients to assist in meeting established team goals.
  • High focus on client service:
    • Relationship management for existing clients, including ongoing and regular client contact and communication with meaningful substance.
    • Providing a high level of responsiveness returning calls and emails regarding client inquiries.
    • Responsible for providing advice on topics such as personal finance and wealth management – particularly in areas of investments, retirement, cash flow, charitable endeavors, education planning, insurance and estate planning.
    • Provide education to the client on the offered investment strategies and conduct client reviews.
    • Informs and advises clients of status or enhancements to current portfolio performance and activities within their wealth accounts.
    • Promotes and educates clients on established services and collaborates with Banking and Advisory Services to meet client needs.

QUALIFICATIONS:

  • Bachelor’s degree required
  • 7+ years of experience in the financial industry
  • CFP, CFA, MBA, or JD would add value to this role
  • Proficiency in Black Diamond, eMoney, and Microsoft Dynamics or a similar Client Relationship Management (CRM) platform preferred
  • Proficiency in Microsoft Office suite is required
  • Excellent Communication Skills – verbal, written, listening
  • Team-focused (collaborative, works well with others, supports team goals)
  • Holistic approach to advising clients & providing solutions
  • Drive to source, win, and expand relationships
  • Knowledgeable/Credible within their field through experience, education, and credentials