About the Role
This position involves guiding high-net-worth clients through comprehensive financial planning while helping establish a presence in the Raleigh-Durham region.
Responsibilities
- Lead financial planning and advisory services for individual and family clients
- Develop long-term relationships with clients to understand their financial goals
- Provide strategic guidance on wealth management, investment planning, and tax efficiency
- Collaborate with specialists to deliver integrated financial solutions
- Support market expansion by building visibility and credibility in the Raleigh-Durham area
- Conduct regular client reviews and adjust financial plans as life circumstances change
- Maintain deep knowledge of financial products, regulations, and planning strategies
- Represent the firm at community and industry events
- Identify opportunities to enhance client experience and service delivery
- Work closely with internal teams to coordinate estate, philanthropy, and retirement planning
- Ensure compliance with regulatory standards and firm policies
- Manage client onboarding and transition processes efficiently
- Produce clear and accurate financial analyses and reports
- Advocate for client needs within the organization
- Contribute to team knowledge through training and mentoring
Compensation
Competitive compensation package including base salary, performance incentives, and long-term incentives
Work Arrangement
Hybrid work model with flexibility based on client needs and team collaboration
Team
Part of a collaborative, client-first advisory team with access to specialized planning resources
Why This Opportunity?
- Join a growing team focused on delivering personalized financial guidance
- Play a key role in shaping a new market presence
- Work within a culture that values integrity, collaboration, and client advocacy
Our Approach to Client Service
- We prioritize deep client relationships over transactional interactions
- Advisors have access to dedicated planning specialists
- Emphasis on holistic, long-term financial strategies
Not available
