Raleigh Wealth Advisor: Lead Planning & Growth

Jaffe Tilchin Wealth Management; Raleigh (NC); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off 14 days

401(k) employer match

Training & mentorship

Career growth into senior advisor

Job summary

Jaffe Tilchin Wealth Management is seeking a Financial Advisor to join our Raleigh office and serve an established client base. You will lead comprehensive financial planning engagements, provide ongoing guidance, and work with the team on growth and integration of an acquired practice.

We welcome candidates at different stages, from developing advisors to seasoned professionals, with a focus on building client relationships and advancing to senior advisory roles with greater responsibility.

Qualifications

• 3+ years of experience in financial services, wealth management, or a client-facing advisory role.
• Experience discussing financial planning or investment recommendations with clients.
• Strong understanding of wealth management operations and account administration.
• Excellent communication, organizational, and relationship-building skills.
• Proactive, adaptable mindset with a willingness to embrace technology and improve processes.

Responsibilities

• Lead comprehensive financial planning engagements from discovery to implementation.
• Build and maintain relationships with an established client base, providing ongoing guidance.
• Assist with integration of acquired advisory practice, guiding client transfers and onboarding.
• Identify opportunities to improve client service workflows, efficiency, and use of technology.
• Collaborate with experienced advisors and leadership to enhance client experience and growth.
• Take increasing ownership of client relationships as experience grows.

Skills

Client-facing advisory experience

Communication skills

Relationship-building

Technology adoption

Education

CFP certification

Series 7

Series 65

Tools

Financial planning software

CRM systems

Custodial platforms

Job description

Jaffe Tilchin Wealth Management is seeking a Financial Advisor to join our Raleigh office and serve an established client base. You will lead comprehensive financial planning engagements, provide ongoing guidance, and work with the team on growth and integration of an acquired practice.

We welcome candidates at different stages, from developing advisors to seasoned professionals, with a focus on building client relationships and advancing to senior advisory roles with greater responsibility.