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
- ...401 S Graham St. Charlotte, North Carolina 28202. Join our team Make a difference - for us and for your future. Position Title Wealth Advisor Business Unit WM - FNTC Reports to Market Executive - Wealth Management Position Overview This position is primarily responsible...SuggestedWork at officeLocal area
- ...Wealth Advisor A Wealth Advisor plays a pivotal role in managing and growing relationships with high-net-worth clients. As a Wealth Advisor, you will leverage your expertise to deliver personalized wealth management strategies, conduct detailed financial assessments,...SuggestedWork at office
- ...WealthBridge Financial Group is seeking a results-oriented Senior Wealth 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 goals....Suggested
- ...Dormont Manufacturing Co is looking for an Advisor Development Program Financial Solutions Advisor Stage I in North Carolina. This role requires obtaining Securities Industry licenses and includes a comprehensive training path. You'll build and manage client relationships...Suggested
- 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...Suggested
- 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...
- Dormont Manufacturing Co is expanding into Raleigh-Durham, NC, and seeking experienced Lead Advisors who have their CFP® certification. In this role, you will act as a Personal CFO, managing client relationships and delivering exceptional experiences. Successful candidates...Remote job
- 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...
$85k - $145k
Job Title: Wealth Path Wealth Advisor Job Summary Supports the Wealth Path team in a client-focused, region-wide environment, managing a book of 150‑250 clients and driving client retention and asset growth. Essential Job Functions / Responsibilities Act as the primary...Temporary workWork at officeLocal areaMonday to Friday- 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
- Fifth Third Bank is seeking a Wealth Management Advisor II to act as a trusted advisor for Private Bank clients. The ideal candidate will simplify complexity and articulate wealth goals through collaboration. Responsibilities include client prospecting, team coordination...
- Dormont Manufacturing Co is seeking a Private Client Advisor focused on servicing our Mass Affluent clients with investment solutions. You will manage client relationships, conduct financial wellness conversations, and partner closely with banking staff to uncover full...Bank staff
- 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...
- Argent Financial Group is seeking a knowledgeable Wealth Advisor to manage and grow relationships with high-net-worth clients. You'll leverage your expertise to provide tailored wealth management strategies and conduct detailed financial assessments. The ideal candidate...
- 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...
- 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...
- 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
- WealthBridge Financial Group is looking for a results-oriented Senior Wealth Advisor to engage with clients in understanding their financial objectives. In this role, you will provide tailored advice related to investment opportunities, retirement planning, and wealth...
- ...PNC in North Carolina is hiring a Financial Solutions Advisor to manage client relationships and develop financial strategies. You will consult on investments and insurance, expand the client base and ensure an exceptional customer experience. This role demands a university...
$85k - $145k
Mercer Advisors is hiring a Wealth Path Wealth Advisor to manage a book of 150-250 clients, focusing on client retention and asset growth. Candidates should hold a Bachelor's degree and a Certified Financial Planner designation, with considerable experience in wealth management...Monday to Friday$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. Essential...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- 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...
- ...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
$85k - $145k
Mercer Advisors in Raleigh, NC, is looking for a Wealth Path Wealth Advisor to support regional business development and client service efforts. You will function as a trusted advisor to a portfolio of clients, ensuring retention and onboarding of new clients. The ideal...- State Employees' Credit Union is seeking a Financial Advisor with a focus on investment/trust/estate planning to deliver advisory solutions across life insurance, investments, and retirement planning. You will serve members in-branch, over the phone, and digitally, building...
- A leading financial institution in Raleigh is seeking a Financial Advisor for its Advisor Development Program. The successful candidate will work with high-net worth clients to identify their needs and deliver tailored investment strategies. The role includes developing...Work at office
- Merrill Wealth Management in Raleigh, NC seeks a Financial Solutions Advisor to work with high-net worth clients in a branch setting. This position focuses on developing relationships, assessing investment goals, and preparing personalized investment recommendations aligned...
- 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
$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. Essential...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Responsibilities include providing fiduciary administration support, ensuring compliance, and engaging with clients to meet their wealth planning needs. Ideal candidates should have a strong background in fiduciary law and proven sales capabilities. #J-18808-Ljbffr Dormont...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor. Be the first to apply!
- financial planning administrator Raleigh, NC
- financial advisor development program Raleigh, NC
- wealth advisor Raleigh, NC
- work from home financial advisor Raleigh, NC
- financial planner cfp Raleigh, NC
- private wealth advisor Raleigh, NC
- associate corporate finance Raleigh, NC
- project finance associate Raleigh, NC
- financial associate Raleigh, NC
- strategic finance associate Raleigh, NC

