Lead Financial Advisor - Growth & Client Relationships

Strategic Wealth Designers; Charlotte (NC); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401(k) match

Professional Development budget

Paid Time Off

Job summary

Strategic Wealth Designers in Charlotte, NC is seeking a Lead Financial Advisor to guide client relationships and drive new business growth. You will manage a book of approximately 150 client households and actively onboard new clients as part of a hybrid role blending leadership of advisory services with hands-on financial planning.

You'll lead educational seminars, meet prospective clients, and deliver strategic financial guidance while representing SWD in your market.

Qualifications

• Series 65/66 license with Life & Health licenses.
• Experience with investment management and insurance solutions.
• Strong public speaking and presentation skills.
• Strong written and verbal communication skills.
• Highly organized with strong attention to detail.
• Ability to work independently with strong time management and critical thinking.
• Proactive mindset with consistent follow-through.
• Experience working in a fast-paced, client-facing environment.

Responsibilities

• Lead client experience from prospect to onboarding and ongoing strategy development.
• Present to groups at retirement planning seminars and events.
• Manage and service an existing book of client relationships.
• Build long-term relationships with newly acquired clients through planning and guidance.

Skills

Series 65/66 license

Investment management

Public speaking

Communication

Organization

Time management

Tools

CRM system

Job description

Strategic Wealth Designers in Charlotte, NC is seeking a Lead Financial Advisor to guide client relationships and drive new business growth. You will manage a book of approximately 150 client households and actively onboard new clients as part of a hybrid role blending leadership of advisory services with hands-on financial planning.

You'll lead educational seminars, meet prospective clients, and deliver strategic financial guidance while representing SWD in your market.