Lead Advisor - New Market - Charlotte, NC (Wealth Management)

Location: Charlotte, NC, United States. The role will be remote until office space is secured, then follows a work-from-office model.

Salary: $150,000–$350,000+ annually, including base salary and variable compensation based on revenue growth.

Company

A purpose-driven registered investment advisor helping clients align wealth, passion, and purpose through collaborative wealth management.

What you will do

• Act as a Personal CFO for existing and new clients and lead their overall client relationships.
• Design, implement, and manage wealth management plans supporting clients’ life goals.
• Coordinate investment management, estate planning, tax planning, risk management, retirement, insurance, and general planning resources.
• Present the firm’s value proposition to prospective clients and establish trusted advisor relationships.
• Develop community relationships, custodial retail branch partnerships, and public speaking opportunities.
• Lead a local service team and collaborate across functions to maintain client retention and satisfaction.

Requirements

• Four-year degree.
• CFP®, CPA, CFA, or JD designation; candidates without CFP® must obtain Series 65 or an equivalent within 120 days of employment.
• 6+ years of financial or estate planning experience, preferably in financial services or wealth management.
• Expertise in estate, tax, retirement, insurance, investment, and cash flow or capital needs planning analysis.
• Strong integrity, organization, leadership, communication, presentation, and workload management skills.
• Employment visa sponsorship is not available, now or in the future.

Culture & Benefits

• Fully paid medical, dental, and vision coverage.
• 401(k) with a 100% match up to 3% of annual compensation and equity ownership opportunities.
• Minimum three weeks of PTO from day one, paid holidays, seasonal flex days, and unlimited volunteer time off.
• Reimbursement for required training, certifications, licensing, and professional dues.
• Paid parental leave, adoption benefits, and a three-month paid sabbatical after 10 years.
• Career development plans, coaching, wellbeing support, team-building events, and employee-led communities.