Wealth Advisor
Career Headhunter LLC
Wealth Advisor Build the Practice You've Always Wanted Remote / Hybrid Available You've Built a Career. Now Build a Legacy. Most experienced advisors don't leave because they stop believing in the profession. They leave because they outgrow the limitations around them. They become frustrated by compensation structures that don't fully reward their effort. They become tired of product limitations that prevent truly comprehensive planning. They want greater flexibility, stronger support, better technology, and a clearer path toward building long-term enterprise value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've been looking for. Why Experienced Advisors Make the Move Many successful advisors eventually begin asking: Why am I still operating under restrictive compensation grids? Why am I limited by solutions that don't always fit my clients' needs? Why am I spending more time navigating bureaucracy than serving clients? Why am I building someone else's enterprise instead of creating long-term value for myself? Why is succession planning rarely a priority? At Strategic Financial Concepts, our mission is simple: Our Goal Is Your Success. Why SFC Is Different We believe advisors are business builders, leaders, and trusted professionals. At SFC, you'll have access to: Comprehensive planning resources Advanced technology and CRM systems Marketing and business development support Collaborative advisor culture Leadership development opportunities Long-term growth opportunities Succession and legacy planning support Compensation Philosophy We believe advisors should be rewarded for the value they create. What You'll Find at SFC: Uncapped earning potential Residual income opportunities Performance incentives Leadership compensation opportunities Long-term practice growth Our focus is helping advisors build stronger businesses, deeper client relationships, and lasting enterprise value. Build a Practice—Not Just a Job At SFC, advisors are encouraged to: Build referral networks Develop centers of influence Create enterprise value Mentor future advisors Build teams Establish a professional legacy Whether your goal is serving clients independently, building a team, or pursuing leadership opportunities, SFC provides a platform designed to support your vision. Succession & Legacy Planning We help advisors think beyond next year's production goals. Opportunities include: Team development Leadership succession Practice continuity planning Client relationship preservation Multi-generational practice growth For advisors focused on long-term impact and sustainability, succession planning is a critical part of building a successful practice. What You'll Do Client Relationship Management Develop and maintain long-term client relationships Conduct comprehensive financial reviews Identify planning opportunities Deliver customized recommendations Financial Planning Retirement Planning Wealth Accumulation Strategies Protection Planning Risk Management Estate Planning Considerations Business Planning Discussions Practice Development Build referral partnerships Develop centers of influence Expand your professional network Strengthen community relationships Participate in networking events Professional Growth Participate in advanced training Collaborate with experienced advisors Leverage planning technology Develop leadership capabilities Comprehensive Benefits & Advisor Support Health & Financial Benefits Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance 401(k) with 6% Company Match Professional Development Leadership Development Programs Advanced Planning Training Mentorship Opportunities Continuing Education Support Growth Resources Marketing Support Business Development Resources CRM Technology Planning Technology Operational Support Recognition & Incentives National Recognition Programs Advisor Awards Incentive Travel Opportunities Career Path At Strategic Financial Concepts, we believe in creating opportunities for long-term growth and leadership. Wealth Advisor ↓ Senior Wealth Advisor ↓ Managing Advisor ↓ Regional Director ↓ Executive Leadership Who Thrives at SFC? Our most successful advisors are: Relationship-Focused Entrepreneurial Growth-Minded Community-Oriented Coachable Professionally Driven Committed to Client Success About Strategic Financial Concepts Strategic Financial Concepts helps individuals, families, and business owners pursue financial confidence through comprehensive planning strategies. Our advisors are supported by a collaborative culture, innovative resources, professional development opportunities, and a shared commitment to helping clients and advisors achieve meaningful success. Ready to Build Your Legacy? If you're looking for greater flexibility, stronger support, long-term growth opportunities, and a platform designed to help advisors succeed, we'd love to connect with you. Apply today and discover what your future can look like with Strategic Financial Concepts. We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential. #J-18808-Ljbffr Career Headhunter LLC
$80k - $95k
...Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined...SuggestedWork experience placementWork at office- Career Headhunter LLC is seeking a dedicated Wealth Advisor to build successful client relationships and provide comprehensive financial planning. As an advisor at SFC, you will have access to advanced technology, marketing support, and leadership development opportunities...Suggested
$80k - $95k
A leading financial services firm in Durham, North Carolina is seeking a Wealth Advisor to assist clients in identifying financial goals and developing tailored investment strategies. The ideal candidate will have over 3 years of experience in financial services and possess...Suggested- Bank of America is hiring for the role of Financial Solutions Advisor Stage I in Durham, NC. This position is focused on obtaining necessary... ...and building client relationships. As a vital part of Merrill Wealth Management, you will learn to provide comprehensive wealth...SuggestedTraineeship
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a...SuggestedFull timeContract workFor contractorsWork at office$45k - $100k
...may close early due to the volume of applicants. As a Financial Advisor at Edward Jones, you will develop and grow your own practice,... ...achieve long‑term financial goals such as retirement planning, wealth building, estate strategies, and funding education. We'll give...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Habitat For Humanity Of Durham is seeking a financial advisor responsible for helping clients achieve their financial goals. You will triage client leads, advise on investments, and guide clients through building financial plans with brokerage products. The ideal candidate...
- Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift
- Financial Advisor - Durham, NC page is loaded## Financial Advisor - Durham, NClocations: NC - Durhamtime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ-42212Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart...Local area
- ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives...
- Duke PF in Durham is seeking a detail-oriented patient accounting specialist to manage billing and insurance processes. Responsibilities include ensuring compliance with insurance requirements, analyzing coverage, and resolving claims efficiently. The ideal candidate will...
- Thrivent in Durham, NC is seeking a Financial Advisor to help clients achieve financial clarity and well-being. This role involves building long-lasting relationships and providing tailored financial advice while working in a supportive culture. You will have unlimited...
- Direct Jobs is seeking a Financial Care Counselor to manage patient accounts and improve billing processes. The role focuses on ensuring insurance compliance and providing financial options to patients arriving for service. The ideal candidate should possess excellent communication...
- ...Job Description If you’re looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established...Work at officeLocal area
- ThermoFisher Scientific is seeking a Senior Analyst in Durham, North Carolina. You will play a vital role in supporting financial objectives through comprehensive analysis and reporting. The ideal candidate will possess an advanced degree or significant financial experience...
$18.92 - $28.09 per hour
A prestigious university located in Durham, NC, is seeking a Financial Aid Staff Assistant to support students in navigating the financial aid process. The role entails counseling students on aid options, reviewing applications, and managing communications regarding financial...Hourly payFull timeFlexible hours- 340B Health is seeking a Financial Care Counselor to work onsite in Durham, North Carolina. The position involves analyzing patient accounts, ensuring insurance requirements are met, and assisting patients with payment options. Applicants should have at least two years ...
- Duke PF, located in Durham, North Carolina, is looking for a Financial Care Counselor. This onsite role involves managing patient accounts, ensuring insurance compliance, and providing financial counseling. The successful candidate will possess strong communication skills...
- Duke is seeking a Financial Care Counselor in Durham, NC, to manage patient accounts and ensure regulatory compliance. This role requires excellent communication skills and experience in hospital service settings. Responsibilities include analysis of insurance coverage,...
- Duke University Health System in Durham, North Carolina seeks a detail-oriented individual for patient revenue management. This role involves handling patient accounts, ensuring compliance with insurance requirements, and facilitating payment options for services. The ideal...
- At Duke Health, we are driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together. Duke Regional Hospital ED Financial...Work at officeLocal areaMonday to Friday
- Job Overview A law firm seeks a highly motivated associate to join its Finance, Bankruptcy & Restructuring Practice Group on the Financial Services Team in Durham, NC. Duties Support a wide range of equipment finance transactions, including drafting and reviewing loan documents...Work at officeLocal area
- Duke Clinical Research Institute is seeking a Financial Care Counselor to work in the Duke Psychiatry division. The role involves analyzing insurance coverage, documenting billing activities, and explaining policies to patients. The ideal candidate will have a high school...
- Patient Revenue Management Organization This fully integrated, centralized revenue cycle organization supports the entire health system in streamlining the revenue cycle, including scheduling, registration, coding, billing, and other essential revenue functions. Job Summary...Work at office
- Direct Jobs is seeking a Financial Care Counselor for Duke Health in Durham, North Carolina. This role involves managing patient accounts, ensuring insurance requirements are met, and analyzing coverage to facilitate payments. Candidates should have experience in healthcare...
- Overview At Duke Health, we are driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together. Patient Revenue Management...Work at officeMonday to Friday
$60k - $120k
Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can... ...impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities. Financial advising...Immediate startRemote work- A leading healthcare provider seeks a Financial Care Counselor to manage patient accounts and ensure financial procedures comply with regulations. Responsibilities include analyzing insurance coverage, assisting patients with financial liabilities, and handling billing ...Monday to Friday
- Duke University is hiring a Financial Care Counselor in Durham, NC, to support patients in understanding their financial responsibilities and assist with payment options. The role involves analyzing insurance coverage, processing patient accounts, and ensuring compliance...
- Duke Health is hiring a Financial Care Counselor for their Patient Revenue Management Office in Durham, North Carolina. This position is responsible for accurate patient account completion while ensuring compliance with regulatory protocols. The Counselor will analyze insurance...Work at office
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