Financial Advisor

Masis Professional Group; Charlotte (NC); On-site; USD 80,000 - 120,000; Full time

Job summary

Masis Professional Group is seeking an experienced Financial Advisor to join our collaborative wealth management team in Charlotte, NC. You will own client relationships, deliver comprehensive financial planning, and work with CPAs and estate planning attorneys to coordinate holistic solutions.

The role emphasizes independent relationship management, mentorship of junior staff, and ongoing client service excellence, with a base salary plus performance-based incentives.

Qualifications

• 5+ years of experience within wealth management, financial planning, or a related advisory environment.

Responsibilities

• Manage a dedicated group of client relationships, serving as a trusted advisor and leading regular client meetings, communications, and ongoing service needs.
• Develop and deliver comprehensive financial plans by evaluating clients’ financial circumstances, goals, and objectives and recommending appropriate strategies.
• Build new and existing client relationships by supporting business development, onboarding new clients, and identifying opportunities to expand the firm’s relationships.
• Collaborate with clients’ CPAs, estate planning attorneys, and other professional advisors to coordinate solutions across financial planning, tax, estate, and investment needs.
• Serve as a resource and leader within the team by mentoring junior professionals, contributing to specialized areas of expertise, and helping improve internal processes and client service.

Skills

Client relationship management

Financial planning

Business development

Collaboration

Mentoring

Tools

Financial planning software

Job description

We are seeking an experienced Financial Advisor to join a collaborative wealth management team. This individual will take ownership of client relationships, provide comprehensive financial planning guidance, and work closely with internal and external professionals to deliver thoughtful, personalized solutions.

• Manage a dedicated group of client relationships, serving as a trusted advisor and leading regular client meetings, communications, and ongoing service needs.
• Develop and deliver comprehensive financial plans by evaluating clients’ financial circumstances, goals, and objectives and recommending appropriate strategies.
• Build new and existing client relationships by supporting business development, onboarding new clients, and identifying opportunities to expand the firm’s relationships.
• Collaborate with clients’ CPAs, estate planning attorneys, and other professional advisors to coordinate solutions across financial planning, tax, estate, and investment needs.
• Serve as a resource and leader within the team by mentoring junior professionals, contributing to specialized areas of expertise, and helping improve internal processes and client service.
• 5+ years of experience within wealth management, financial planning, or a related advisory environment.
• Demonstrated ability to independently manage client relationships and provide integrated advice across multiple areas of financial planning.
• Experience with financial planning software preferred.
• $80K - $120K base salary plus variable income