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Roguesearch
Charlotte, NC, United States
Senior Financial Advisor Charlotte, NC Mooresville, NC Shelby, NC If you have experience as a Financial Advisor, Private Client Advisor, or Wealth Advisor, this opportunity could be for you. Step into existing AUM and utilize a multiple-bank branch referral network for rapid growth from local leads. Must have a series 7, 66 (63 and 65), and insuran
Job Source: RoguesearchHoneywell
Charlotte, NC, United States
Join a team recognized for leadership, innovation and diversityThe future is what you make it.When you join Honeywell, you become a member of our global team of thinkers, innovators, dreamers and doers who make the things that make the future. That means changing the way we fly, fueling jets in an eco-friendly way, keeping buildings smart and safe
Job Source: HoneywellA4 Wealth Advisors, LLC
Charlotte, NC, United States
Job Description Job Description Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC., a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and this is far more than just another job opportunity! When you join our te
Job Source: A4 Wealth Advisors, LLCFIG Talent Solutions
Cornelius, NC, United States
Financial Advisor Business Consultant Job Description Required Qualifications: Practice Management & Business Development experience in the financial services industry Sales background (client facing) Operations background Strong listening and consulting skills Systems oriented with attention to detail while having a strong sales mentality Strong w
Job Source: FIG Talent SolutionsThrivent Financial
Charlotte
Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals. You’ll enjoy the satisfaction of making a difference in the lives of the people you serve while also having control over the income you earn, as you’ll be paid through commissio
Job Source: Thrivent FinancialESFM® USA
Charlotte, NC, United States
ESFM Position Title: [[Senior Financial Analyst]] Reports To: Salary: [[Based on experience]] Pay Grade: [[15]] Other Forms of Compensation: ESFM is the corporate Integrated Facilities Management (IFM) division of Compass Group USA and a Keystone member of the International WELL Building Institute (IWBI). Rooted in hospitality, ESFM elevates
Job Source: ESFM® USACarolina PRG
Charlotte, NC, United States
SUMMARY: We are recruiting for a large privately held manufacturer that is starting to acquire new companies to complement their product offering. This Financial Analyst will be on a team that the CFO and President will consult for analysis for due diligence around acquisitions and business strategy. They are looking for someone who can think on
Job Source: Carolina PRGJLL
Charlotte, NC, United States
We are currently seeking a Senior Financial Analyst to join one of our client teams. Our Senior Financial Analyst is a collaborative team member supporting core business analysis and metrics for the account. If you are a clear communicator, organized with effective time management skills, demonstrating a willingness to learn and adapt, with the hi
Job Source: JLLCharlotte, NC, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Senior Financial Advisor jobs in Charlotte, NC, United States
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