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
- ...Primary Office Location: 401 S Graham St., Charlotte, North Carolina. 28202. Position Title: Wealth Advisor Business Unit: WM – FNTC Reports to: Market Executive – Wealth Management Position Overview This position is primarily responsible for driving new revenue on behalf...SuggestedWork at officeLocal area
- ...Wealth Advisor We are seeking an experienced and results-driven Wealth Advisor to join our team. As a key player in our organization, you will be responsible for providing exceptional wealth management services to high-net-worth individuals and families. Key Responsibilities...Suggested
- Bank of America is seeking a Financial Solutions Advisor as part of the Advisor Development Program. In this role, you will engage in obtaining necessary Securities Industry licenses while receiving foundational training in advisory skills to manage client relationships...SuggestedTraineeship
- WealthBridge Financial Group is seeking a results-oriented Estate & Wealth Planning Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their...Suggested
- Bank of America is hiring a Merrill Advisor for its Wealth Management division to work with high-net-worth clients, delivering tailored financial advice. This role requires strong relationship-building skills, Series7 & 66 licenses, and prior experience in financial services...Suggested
- Career Headhunter LLC is seeking a Wealth Advisor to foster long-term relationships with clients and provide tailored financial advice. You'll manage client portfolios, conduct financial reviews, and identify planning opportunities. This role is ideal for someone with...Remote work
- Bank of America seeks a Financial Advisor in Raleigh, North Carolina, to provide tailored investment advice to high-net-worth clients. This role demands strong relationship-building skills and the ability to manage client investments effectively. Successful candidates should...
- A leading financial advisory firm is seeking a Wealth Advisor to manage client relationships and provide sophisticated financial planning. You will lead engagements in areas such as retirement and tax planning, while building deep client connections. Ideal candidates will...Remote jobFull time
- ...professional training. Candidates should have a relevant Bachelor's degree, strong communication skills, and must be authorized to work in the U.S. Flexible schedules and comprehensive benefits are provided to support work-life balance. #J-18808-Ljbffr Equitable AdvisorsTraineeshipFlexible hours
- A financial services corporation is seeking a Wealth Advisor to enhance client relationships and drive new revenue. This role focuses on providing personalized wealth management solutions to high-net-worth clients and developing sales opportunities. Ideal candidates will...
- Equitable Advisors in Raleigh, NC, seeks a Financial Professional dedicated to fostering client relationships and delivering personalized... ...presence, offering flexibility and a structured pathway to wealth management success. Comprehensive benefits including health, dental...TraineeshipWork at office
- A boutique bank-only talent acquisition firm seeks a Bank Financial Adviser in Raleigh, NC. You'll manage advisory services for high net worth clients, using advanced market strategies. The role requires strong sales and advisory skills, relevant licenses, and a Bachelor...
- ...financial services firm in Raleigh, North Carolina seeks a passionate wealth manager to cultivate client relationships and devise... ...stable pay structure are offered. Join us to make a meaningful impact in clients' financial wellness. #J-18808-Ljbffr Equitable AdvisorsTraineeshipWork at officeFlexible hours
- PNC is seeking a Financial Advisor in Raleigh, NC to provide investment strategies and enhance client relationships. You will consult on insurance, manage an investment book, and coach internal teams. The ideal candidate has a bachelor's degree and FINRA Series 7 and 66...
- A financial services company is seeking an applicant for an investment services role to manage client relationships and support the bank’s business plan. This position requires 3+ years of related experience, excellent communication, and various FINRA certifications. The...
- ...investment strategies. Qualified candidates should have experience in defined contribution plans and hold relevant securities registrations. The position offers competitive salaries, commissions, and support for professional development. #J-18808-Ljbffr Voya Financial Advisors
- JPMorgan Chase & Co. in Raleigh, North Carolina is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building client relationships and delivering personalized investment solutions while demonstrating...
- A technology firm specializing in AI is looking for a Wealth Advisor to join their remote team. This role offers the flexibility to set your own schedule and choose projects, making it suitable for part-time or full-time engagement. Candidates should have advanced financial...Remote jobHourly payFull timePart time
- Bank of America in Raleigh seeks a Financial Advisor to provide tailored financial advice and help clients meet their financial goals. Candidates should possess Series 7 & 66 licenses and have experience in the investments and financial services sectors. Key responsibilities...
- Dexian is looking for a Certified Financial Planner in North Carolina. This fully onsite position involves identifying client objectives, monitoring progress, and building relationships in investment and lending. The ideal candidate will have at least 5 years of experience...
- WealthBridge Financial Group in North Carolina is seeking a proven financial advisor for a strategic Managing Director role. This position is perfect for an experienced advisor ready to lead and grow a team of financial advisors, all while developing their personal practice...
- PNC Financial Services Group, Inc. seeks a Financial Advisor based in Wakefield, NC. You will consult on investment and insurance strategies, grow client relationships, and manage a book of business. This role demands strong financial analysis skills and client engagement...
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in North Carolina. The role involves advising clients on wealth management, alongside a team of dedicated professionals. Candidates must have at least 6 years of experience in Private Banking or...
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at office$50k - $140k
...rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals....Work at office- About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...Local area
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...plan that includes: Savings/banking Investments/wealth management Insurance/risk management Training and...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts...Work at office
$65k - $70k
Primerica - Financial Services Representative (Training Provided) Primerica is a leading financial services company in North America, with over 2,800 corporate employees supporting a network of more than 151,000 licensed independent representatives. Founded 48 years ago...Full time- ...will be responsible for building and managing of investment portfolios at Pinnacle Asset Management. This position will serve as an advisor to clients, providing effective financial advice and counsel consistent with the client's objectives, time horizon, and risk...Work at office
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