Hybrid Wealth Advisor - Client-Focused Planning

ambwealth; Wilmington (NC); Hybrid; USD 90,000 - 130,000; Full time

Job summary

AMB Wealth in the southeastern US seeks a Financial Advisor to build client relationships, tailor wealth guidance, and manage portfolios to help clients preserve and grow assets. The role supports hybrid in-office/remote work with a focus on the Coastal Carolinas.

You will analyze financial information, propose investment strategies, provide retirement planning, and collaborate with internal teams to deliver integrated solutions.

Qualifications

• 5+ years of experience as a financial advisor with active FINRA licenses (Series 7/66 or 7/63-65).
• Strong market analysis, portfolio construction and opportunity evaluation.
• Clear, client-centric advisory communication.
• Bachelor’s degree in finance, economics, business, or related field; CFP®, CFA®, or similar preferred.
• Strong analytical, quantitative, and problem-solving abilities.
• Ability to build and maintain long-term client relationships.
• Hybrid in-office/remote work environment with independent and collaborative work style.
• Familiarity with regulatory requirements, financial planning software, custodial platforms and CRM tools.

Responsibilities

• Analyze financial information and develop tailored investment strategies.
• Provide retirement planning guidance and ongoing advisory support.
• Collaborate with internal teams to deliver integrated solutions and prepare client reports.
• Maintain regular communication, review meetings, and proactive outreach to clients.

Skills

Experience & Licensing

Investment & Portfolio Management

Client Advisory Skills

Analytical & Judgement

Relationship Management

Technology & Compliance

Professional Work Style

Education

Bachelor’s degree in finance, economics, business, or related field

Job description

AMB Wealth in the southeastern US seeks a Financial Advisor to build client relationships, tailor wealth guidance, and manage portfolios to help clients preserve and grow assets. The role supports hybrid in-office/remote work with a focus on the Coastal Carolinas.

You will analyze financial information, propose investment strategies, provide retirement planning, and collaborate with internal teams to deliver integrated solutions.