Senior Wealth Advisor

Our client is a leading Registered Investment Advisory firm headquartered in Southern California with affiliate offices nationwide. The firm provides investment and wealth management services to institutions (endowments, foundations), HNW & UHNW individuals, and families.Is this the role you are looking for If so read on for more details, and make sure to apply today.The firm is seeking Wealth Advisors in Greensboro, NC. Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join this firm leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors' practice.Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.ResponsibilitiesBuild and manage a book of business by developing strong client relationships and providing best-in-class client experience.Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve.Collaborate with internal specialists to deliver integrated solutions.Identify and pursue new business opportunities through referrals, networking, and strategic outreach.Qualifications2+ years of experience as a Financial Advisor or Wealth AdvisorProven track record of client acquisition and asset growthBackground in a wire-house, independent broker-dealer, bank, or RIA environmentFinancial planning experience preferredCFP, CFA, or other professional designations preferredBachelor's degree in Finance, Business, Economics or related field preferredKey attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business. xhyhwjd CompensationCompetitive base pay ($150,000–$175,000) plus an attractive revenue share and a meaningful cash + equity partner —structured to maximize upside for high producers.