Wealth Advisor (Wealth Management)

Location: Charlotte, North Carolina, United States; primary office at 401 S Graham St. The role involves frequent driving.

Company

hirify.global provides wealth management and financial services through its affiliated businesses.

What you will do

• Drive new revenue for FNB Wealth Management within an assigned region.
• Develop leads through internal bank partners, external networks, referral sources, community leaders, and Centers of Influence.
• Meet with prospects, identify financial needs, and present investment services and proposed solutions.
• Support personal wealth management for high-net-worth clients, institutional wealth management, and retirement plan services including 401(k) and pension plans.
• Manage the sales cycle, pipeline, business planning, expense reporting, and monthly sales activity reports.
• Promote wealth management products and the corporation’s image through community development and local events.

Requirements

• BA or BS degree.
• At least 5 years of related experience.
• Experience in financial services or sales, with in-depth knowledge of investment principles and financial concepts.
• Excellent communication, project management, organizational, analytical, interpersonal, and customer service skills.
• Basic proficiency in Microsoft Word, Excel, and PowerPoint.
• Valid driver’s license and ability to meet frequent driving requirements.
• Must be legally authorized to work in the United States; employment-based visa sponsorship is not provided.

Nice to have

• CTFA or CFP designation.

Culture & Benefits

• Work includes collaboration with internal business partners and external referral networks.
• Participation in local community development and events is expected.
• All employees are responsible for identifying, reporting, managing, and monitoring business risks.
• Compliance with regulatory laws and company procedures is required.