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
$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$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- ...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
- ...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...SuggestedLocal area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...SuggestedFor contractorsWork at office- ...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...
$61k - $250k
...Northwestern Mutual Life Insurance Company is looking for Financial Advisors in Durham, NC. This role provides a unique opportunity to build a business helping clients achieve their financial goals through comprehensive planning. The ideal candidate is entrepreneurial...Flexible hours$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...Full timeContract workFor contractorsWork at office$61k - $250k
...Northwestern Mutual in Durham, NC, is seeking Financial Advisors to help clients achieve their goals through financial planning. As a Financial Advisor, you will grow your client base, build personalized financial plans, and manage existing plans. The role offers performance...$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- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
- Duke University is seeking a Financial Care Counselor for the Duke Fertility Center. In this role, you will complete patient accounts following departmental protocols and analyze insurance coverage to ensure timely reimbursement. The ideal candidate must have strong communication...
- 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...
- 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. Duke Raleigh PT/OT & Speech (Brier...Work 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. About Duke Health's Patient Revenue...Work experience placementWork at office
- Duke PF is seeking a highly motivated Quantitative Associate/Analyst to join their Data Science & Risk team in Durham, North Carolina. This position offers deep exposure to institutional investing and is ideal for candidates looking to grow their career in quantitative...
- 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...
- ...Thrivent Financial for Lutherans is seeking a Financial Advisor in Durham, North Carolina. The role involves providing expert financial advice with a focus on serving the community. You'll help clients achieve financial clarity and build long-term relationships based on...Flexible hours
$60k - $120k
...Career Headhunter LLC is actively seeking a Financial Advisor Associate to join Strategic Financial Concepts in Durham, North Carolina. This role offers remote and hybrid opportunities, mentorship, and training for motivated individuals looking to build a meaningful career...Remote work$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career That Can... ...meaningful impact, build professional independence, create long-term wealth, and enjoy unlimited growth opportunities. Financial advising...Immediate startRemote work- Sunrock is seeking a Senior FP&A Analyst in Raleigh, NC. This position involves financial planning, forecasting, and operational analysis across aggregates and construction materials sectors. The ideal candidate will have a Bachelor's degree in Accounting or Finance, strong...
- Financial Care Counselor - 2A Clinic - Non Oncology Infusion Work hours: Monday - Friday 8:30am - 5:00pm, with some weekends *** DUHS Commitment Bonus Program $5000.00 (paid in 2 installments over 12 months - 6 month increments) *** * Only new hires who have not worked...Work at officeLocal areaMonday to FridayWeekend work
$18 - $26.62 per hour
Duke University is seeking a Financial Services Specialist in Durham, NC, to provide exceptional member service in a collaborative environment. The role requires experience in customer service within financial institutions and offers tasks like processing transactions ...Hourly pay$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- ...Edward Jones in Durham, NC is seeking a Financial Advisor to grow their own practice with comprehensive support and training. This role involves developing client relationships and delivering personalized financial solutions. A successful candidate will have strong communication...
- Duke University Health System in Durham, North Carolina is seeking a Patient Revenue Management professional to manage patient accounts effectively. This position involves ensuring compliance with insurance requirements, analyzing insurance benefits, and facilitating payment...
- ...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
$110k - $175k
...A financial services firm in Chapel Hill, NC, is seeking a Lead Advisor to enhance client relationships and support senior leadership. This role requires 6-10+ years of financial advisory experience with high-net-worth families. Responsibilities include coordinating financial...Flexible hours- ...Edward Jones is seeking an Associate Financial Advisor in Durham, NC. This role involves providing personalized investment solutions, cultivating community relationships, and contributing to branch effectiveness. Required qualifications include a High School diploma, Series...
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