CFP Financial Advisor - Raleigh Wealth Manager

Jaffe Tilchin Wealth Management; Raleigh (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

Jaffe Tilchin Wealth Management in Raleigh, NC seeks a Financial Advisor/ CFP® Professional to deliver comprehensive financial planning and ongoing client service. You will work with senior advisors to support existing and prospective clients, building lasting relationships and delivering tailored advice.

The ideal candidate holds an active CFP® certification or is on track to obtain it within 12–24 months, with 5+ years in financial planning or wealth management.

Qualifications

• Active CFP certification or ability to obtain within 12–24 months.
• Five+ years in financial planning or wealth management.
• Strong knowledge of retirement planning, investments, taxes, and estate planning.
• Excellent communication and relationship management skills.

Responsibilities

• Build and maintain trusted client relationships and serve as primary contact for financial planning needs.
• Prepare and present comprehensive financial plans covering retirement, investments, taxes, and estate planning.
• Conduct client reviews, document recommendations, and coordinate follow-up with teams.
• Review client portfolios and collaborate on allocation, risk management, and implementation.
• Support business development through referrals and prospective client meetings.
• Maintain accurate records and ensure regulatory compliance.

Skills

Relationship mgmt

Financial planning

Communication

Presentation

Regulatory compliance

Integrity

Education

Bachelor’s degree in Finance

Tools

Series 65/66

Job description

Jaffe Tilchin Wealth Management in Raleigh, NC seeks a Financial Advisor/ CFP® Professional to deliver comprehensive financial planning and ongoing client service. You will work with senior advisors to support existing and prospective clients, building lasting relationships and delivering tailored advice.

The ideal candidate holds an active CFP® certification or is on track to obtain it within 12–24 months, with 5+ years in financial planning or wealth management.