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
- Bank of America is hiring for the role of Financial Solutions Advisor Stage I in Durham, NC. This position is focused on obtaining necessary... ...and building client relationships. As a vital part of Merrill Wealth Management, you will learn to provide comprehensive wealth...SuggestedTraineeship
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...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- Duke Fertility Center is seeking a Financial Care Counselor to support patient revenue management on site. The role involves analyzing insurance coverage, determining liability, and assisting patients with payment options. You will work within the Duke Health system to...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Durham, North Carolina. This role focuses on acquiring and managing client relationships while providing personalized financial advice. Candidates will receive dedicated training for required industry licenses...
- Duke PF in Durham is seeking a Financial Care Counselor to join the Patient Revenue Management Organization. In this role, you will analyze insurance coverage, assist patients with their financial responsibilities, and ensure compliance with regulations. This position requires...
- Bank of America in Durham, North Carolina, is seeking a candidate who will provide comprehensive financial advice to clients, helping them achieve their financial goals. The role includes triaging client leads and recommending suitable banking and investment strategies....
- About the Role This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and ...Temporary workImmediate startMonday to FridayShift workDay shift
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- ...state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives...
- Financial Care Counselor - Duke Specialty of Greensboro 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 lay, join us and discover how we can...Work at officeLocal area
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...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- 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
- ...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 to serve...Work at office
- ...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...
$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- Duke Clinical Research Institute is hiring for a position focused on patient revenue management. The role requires accurate completion of patient accounts and ensuring compliance with regulations, while also managing insurance inquiries and collections. Candidates should...Monday to Friday
- 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...
- Duke Clinical Research Institute is seeking a Financial Care Counselor to support the Patient Revenue Management Office (PRMO). The role involves streamlining the revenue cycle through tasks such as analyzing insurance coverage, resolving billing issues, and assisting patients...Work at office
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$18.92 - $28.09 per hour
A prestigious university located in Durham, NC, is seeking a Financial Aid Staff Assistant to support students in navigating the financial aid process. The role entails counseling students on aid options, reviewing applications, and managing communications regarding financial...Hourly payFull timeFlexible hours- Job Overview A law firm seeks a highly motivated associate to join its Finance, Bankruptcy & Restructuring Practice Group on the Financial Services Team in Durham, NC. Duties Support a wide range of equipment finance transactions, including drafting and reviewing loan documents...Work at officeLocal area
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services... ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- A leading healthcare organization in Durham, North Carolina, is seeking a Financial Care Counselor to support the Patient Revenue Management Office. The role involves managing patient accounts, ensuring insurance compliance, and assisting with financial arrangements. Candidates...Work 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 ...
- Overview Join to apply for the Financial Care Counselor - DHCH role at Duke University Health System . 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...Work experience placement
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