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Jobs · Business Development · North Carolina

Lead Advisor - New Market - Charlotte, NC

Brighton Jones · Charlotte, NC · 2 wk ago
On-siteBusiness DevelopmentFull-time

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

About the role

As a Lead Advisor in our New Market team in Charlotte, NC, you will play a critical role in supporting our clients' financial needs. You will be responsible for providing expert advice and guidance, managing client relationships, and contributing to the growth and success of the team.

Responsibilities

  • Provide expert advice and guidance to clients on financial planning and investment strategies
  • Manage and develop strong client relationships
  • Contribute to the development and implementation of new business opportunities
  • Collaborate with other team members to ensure seamless service delivery
  • Stay current with industry trends and regulatory changes

Requirements

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field
  • Minimum 5 years of relevant experience in financial advising or a related field
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Passion for helping clients achieve their financial goals

Qualifications

  • Proven track record of successful client management and retention
  • Experience working with diverse client populations
  • Knowledge of financial planning software and tools
  • Ability to manage multiple projects simultaneously

Skills

  • Strong knowledge of financial planning principles and practices
  • Proficiency in Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Ability to work under pressure and meet deadlines

Benefits

  • Competitive compensation package including base salary and bonus opportunities
  • Health, dental, and vision insurance
  • Paid time off and holidays
  • Professional development opportunities
  • Flexible work schedule

Pay

Compensation is commensurate with experience.

Schedule

The position is full-time and requires on-site work in Charlotte, NC.

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