Lead Financial Advisor | Partnership Track

TruNorth Advisors, LLC; Raleigh (NC); On-site; USD 100,000 - 500,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Retirement plan

Job summary

TruNorth Advisors, LLC is seeking a Lead Financial Advisor in Raleigh, NC to guide retirement planning and client relations. You will meet clients in-office or via Zoom, build financial plans, and provide exemplary service while contributing to growth and a possible partnership track.

The ideal candidate holds essential licenses, excels in client communication, and thrives in a fast-paced, team-oriented environment with a commitment to long-term fit.

Qualifications

• Hold licences in health and life insurance; Series 65 or 66 required.
• Ability to build financial plans and reporting models.
• Excellent client relations and communication skills.
• Willingness to meet clients face-to-face or via Zoom.

Responsibilities

• Work with high-net-worth clients to ensure retirement on track.
• Build financial reporting models to gauge performance and investment strategies.
• Meet face to face with clients in-office or via Zoom.
• Listen to and understand client needs, especially near retirement.
• Be a high performer motivated to grow with a rapidly expanding company.

Skills

Licenses in financial industry

Health and life insurance licenses

Series 65/66

Financial planning / reporting

Client relations

Public speaking

Time management

Critical thinking

Written and oral communication

Drive to win / self-motivated

Tools

Zoom

Job description

TruNorth Advisors, LLC is seeking a Lead Financial Advisor in Raleigh, NC to guide retirement planning and client relations. You will meet clients in-office or via Zoom, build financial plans, and provide exemplary service while contributing to growth and a possible partnership track.

The ideal candidate holds essential licenses, excels in client communication, and thrives in a fast-paced, team-oriented environment with a commitment to long-term fit.