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
- ...Fidelity Investments is seeking a financial advisor in Durham, North Carolina, to develop customized financial plans for clients. In this role, you will engage with existing clients and utilize Fidelity's planning tools to provide personalized investment solutions. The...Suggested
$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$100k - $250k
...Financial Advisor Opportunity Wisepath Recruiting (a specialized recruiting division of Wisepath Group) is exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized...SuggestedWork at officeLocal area$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...SuggestedFull timeContract workFor contractorsWork at office- Financial Care Counselor At Duke Health, we're 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. Pursue...SuggestedWork at officeLocal area
- At Duke Health, we're 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 Organization...Work at officeLocal area
- Overview At Duke Health, we are committed 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. About Duke Health's Patient Revenue...Work at officeLocal areaMonday to Friday
- 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...
- Duke University Health System's Patient Revenue Management Office (PRMO) seeks a Financial Care Counselor to support accurate patient accounts and financial planning for services at Duke Health. The role emphasizes upfront insurance verification and patient education on...Work at office
- Opportunity Edward Jones is seeking dedicated financial advisors to build and grow independent client practices. You will deliver personalized financial solutions while supported by a branch team, regional network, and extensive training. Key Responsibilities Build relationships...Flexible hours
- Church World Service is seeking a Senior Administrative Assistant based in Durham, North Carolina. This position entails essential accounting functions including managing accounts payable and receivable, completing financial reports, and maintaining accurate records. The...
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients...
- ...Wealth Advisor Investors Trust Company Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity...Work at office
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeFor contractorsInternshipLocal areaFlexible hours- Sr. FP&A Analyst Heelstone Renewable Energy is a utility-scale solar, wind, and storage developer headquartered in Durham, NC, with expertise in developing, originating, financing, constructing, and operating solar photovoltaic, wind, and storage projects. Heelstone...Full timeTemporary workImmediate startWork from homeFlexible hours
- Sr. FP&A Analyst Senior FP&A Analyst will be responsible for leading monthly management reporting, providing financial modeling and analytical support for short- and long‑range business plans, and execution support for corporate financial planning and forecasting. This...Full timeTemporary workImmediate startFlexible hours
- 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...
- Primary Office Location: 1050 Yunus Rd. Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment ...Work at office
$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$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$115.92k
...Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed...Contract work- ...9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to... ...referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client...Temporary workWork at officeMonday to Friday
- ...through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations... ...to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach...Temporary workWork at officeMonday to Friday
- Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing...Shift workWeekend workDay shift
- Financial Planning And Accounting Director Directs financial planning and accounting practices including: budgeting, costing, financial analysis, and long-range forecasting for a mid-sized market or regional function(s). Partners with the business, providing subject...Local area
- Position Overview At PNC, our people are our greatest differentiator and competitive advantage. We are united in delivering the best experience for our customers and fostering an inclusive workplace culture. As a Relationship Banker Business Specialist in the retail banking...Temporary workWork experience placementWork at office
- Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products, business, and workplace culture have received numerous awards, such as being named to the Forbes Cloud 100 and...Remote work
$92.5k - $150k
...Job Description Job Description Salary Range:$92,500.00 To $150,000.00 Annually JOB TITLE: Financial Advisor EMPLOYER: Signature Estate & Investment Advisors DEPARTMENT: W2 Advisor Team REPORTS TO: Lead Advisor SUMMARY:...- ...provides subject‑matter expertise and is the primary point of contact for internal cross‑functional business partners and for external advisors and donors seeking pertinent information regarding our investment program capabilities, guidelines, and policies. You will lead...Full time
- Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture ...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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