Financial Advisor

Job Description

Job Description

Are you an ambitious financial advisor in the Charlotte Metro area looking to accelerate your career, spend less time on administrative tasks, and keep a significantly higher percentage of your production?

Our client is redefining the wealth management experience by combining an industry-leading payout structure with cutting-edge technology—including a dedicated AI assistant designed to automate administrative tasks, streamline financial planning, and power client prospecting. We take the operational drag off your plate so you can focus on what actually drives your growth: building deep client relationships and expanding your book of business.

Whether you’re looking for a true growth trajectory, better independence, or tech-driven operational support, this opportunity is built for advisors ready to scale.

Key Responsibilities

• Client Engagement & Wealth Planning: Conduct comprehensive financial planning, investment management, and retirement analysis tailored to high-net-worth individuals and families.

• Business Development: Leverage firm-provided lead-gen channels, local networking, and advanced AI-driven prospecting tools to acquire new client relationships and expand your book of business.

• Portfolio Management: Build and monitor risk-appropriate investment portfolios aligned with client goals and economic conditions.

• Tech-Enabled Operations: Utilize state-of-the-art tech, including custom AI workflows—for meeting preparations, action-item tracking, CRM updates, and initial plan drafting.

Qualifications & Requirements

• Experience: 3+ years of experience as a producing Financial Advisor.

• Book / Production: Minimum of $25 million in AUM or $100,000+ in annual gross production .

• Licensing & Credentials: Active Series 7 & 66 (or Series 65), state insurance licenses. CFP, ChFC, or related designations.

• Tech-Forward Mindset: High adaptability to modern advisor technology, CRM platforms, digital planning software, and AI productivity tools.

What We Offer

• Industry-Leading Compensation: Highly competitive payout structure designed to reward top-tier producers and early-stage growth.

• Next-Gen AI & Tech: Access to automated AI tools that handle scheduling, compliance notes, plan pre-drafts, and prospecting workflows, returning 10+ hours per week to your schedule.

• Accelerated Growth Pathways: Clear mentorship and transition support to help you scale your production rapidly.

• Operational Freedom: Reduced administrative burden backed by robust back-office and compliance support.

• Independence options for higher-producing advisors

Serious applicants, please send your resume and any questions to: View email address on us.fitly.work