Lead Wealth Advisor & Team Leader

Mission Wealth; Charlotte (NC); Hybrid; USD 180,000 - 300,000; Full time

Benefits offered by this job

Competitive salary

Medical/Dental/Vision benefits

401(k)/Profit Sharing

Volunteer Time Off

Ongoing educational reimbursements

Job summary

A leading wealth management firm seeks a Senior Talent Acquisition Specialist to drive business and manage client relationships. The ideal candidate will have 5–10+ years in financial advisory services, exceptional leadership skills, and a CFP certification. Responsibilities include overseeing business development and maintaining client satisfaction. This full-time hybrid role is based in Charlotte, North Carolina, offering competitive salary and multiple benefits including equity pathways and educational reimbursements.

Qualifications

• 5–10+ years of experience in financial advisory services.
• Extensive experience advising high-net-worth families.
• Strong leadership skills and a self-starter attitude.

Responsibilities

• Drive new business and maintain high client service standards.
• Manage a book of business generating approximately $1MM in revenue.
• Lead a high-performing team and mentor Wealth Advisors.

Skills

Business development

Client advisory services

Financial planning

Communication skills

Leadership

Education

CFP® certification

CFA certification

Tools

Salesforce

MoneyGuide

Tamarac AdvisorView

Job description

A leading wealth management firm seeks a Senior Talent Acquisition Specialist to drive business and manage client relationships. The ideal candidate will have 5–10+ years in financial advisory services, exceptional leadership skills, and a CFP certification. Responsibilities include overseeing business development and maintaining client satisfaction. This full-time hybrid role is based in Charlotte, North Carolina, offering competitive salary and multiple benefits including equity pathways and educational reimbursements.