Retirement-Focused Financial Advisor | Holistic Planning

TruNorth Advisors, LLC; Charlotte (NC); On-site; USD 75,000 - 125,000; Full time

Job summary

TruNorth Advisors, LLC in Charlotte, NC is seeking a dedicated Financial Advisor to build holistic financial plans for clients and meet with them weekly. The role requires licenses in Health and Life Insurance, Series 65 or 66 and CFP certification (or in progress).

You will serve high-net-worth clients, deliver excellent service, and collaborate with our investment team in a fast-paced, growth-oriented environment.

Qualifications

• Hold licenses in the financial industry including Health and Life Insurance, Series 65 or 66 and CFP or are in the process to obtain in the next 12 months.
• Strong understanding of reporting and financial plan building.
• Excellent rapport with clients and co-workers.
• Ability to work independently, good time management and critical thinking.
• Excellent written and oral communications.
• Superior client relations skills.

Responsibilities

• Work with high net worth clients to ensure their retirement is on track.
• Building financial reporting models to gauge performance and investment strategies.
• Meet face to face with clients in-office or via zoom depending on the day.
• Listen to and understand client needs, respond promptly on behalf of team members through phone calls, emails and mail.
• Be a high performer who is highly motivated to grow with a rapidly expanding company.

Skills

Financial planning

Client relations

Communication skills

Time management

Attention to detail

Independent work

Education

CFP Certification in progress

Series 65/66 license in progress

Tools

Microsoft Office Suite

Job description

TruNorth Advisors, LLC in Charlotte, NC is seeking a dedicated Financial Advisor to build holistic financial plans for clients and meet with them weekly. The role requires licenses in Health and Life Insurance, Series 65 or 66 and CFP certification (or in progress).

You will serve high-net-worth clients, deliver excellent service, and collaborate with our investment team in a fast-paced, growth-oriented environment.