Senior Financial Advisor — Raleigh Market Growth

Boutique Recruiting; Raleigh (NC); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

SIMPLE IRA with company match

2 weeks vacation and sick time

Time off around holidays

Paid holidays

Job summary

Boutique Recruiting in Raleigh is seeking a seasoned Lead Advisor to drive growth in a growing market. You will meet with clients, tailor retirement strategies, and convert opportunities into long-term relationships with support from marketing and client service teams.

This role emphasizes a proven sales track record, AUM-based investing knowledge, and the ability to mentor other Lead Advisors as the office expands. Salary is listed as $75,000–$100,000/Year DOE + Commission.

Qualifications

• 3–7+ years of experience as a Financial Advisor in a financial services environment.
• Proven track record of closing new business and developing client relationships.
• Series 65 license required.
• Knowledge of annuities and insurance with traditional AUM-based investment management.
• Strong communication and relationship-building skills.

Responsibilities

• Lead prospective client meetings and convert opportunities into new client relationships.
• Conduct retirement and financial planning conversations across investments, annuities, insurance and related planning needs.
• Review financial plans and recommend strategies aligned with goals and risk profile.
• Manage a high-volume calendar of qualified client appointments.
• Partner with strategy advisors, client service and new business teams to deliver a seamless experience.
• Present at events, including evening sessions one to two times per week.
• Help establish and grow the Raleigh market and mentor additional Lead Advisors as the office expands.

Skills

Financial advisor experience

Closing new business

Relationship building

Communication skills

Education

Bachelor's degree

CFP designation

Insurance license

Tools

Series 65 license

Redtail CRM

eMoney

Nitrogen

Charles Schwab platforms

Job description

Boutique Recruiting in Raleigh is seeking a seasoned Lead Advisor to drive growth in a growing market. You will meet with clients, tailor retirement strategies, and convert opportunities into long-term relationships with support from marketing and client service teams.

This role emphasizes a proven sales track record, AUM-based investing knowledge, and the ability to mentor other Lead Advisors as the office expands. Salary is listed as $75,000–$100,000/Year DOE + Commission.