Senior Wealth Advisor & Client Experience Lead

Hilltop Wealth Advisors, LLC; Chapel Hill (NC); Hybrid; USD 110,000 - 175,000; Full time

Benefits offered by this job

Comprehensive medical, dental, vision, and life insurance

401(k) with matching contribution

Generous paid and volunteer time off

Ongoing educational reimbursement

Job summary

Hilltop Wealth Advisors, LLC is seeking a Lead Advisor in Chapel Hill, NC, to support the CEO in enhancing client experiences. This full-time role focuses on advising high-net-worth families and requires extensive experience in financial planning and investment strategies.

The ideal candidate will have excellent communication skills and the ability to manage client relationships effectively. The position offers a competitive salary of $110,000 – $175,000 plus bonuses, along with comprehensive benefits and a flexible work environment.

Qualifications

• Experience in client relationship management and wealth planning.
• Desire to work directly with clients and provide recommendations.
• Strong self-leadership and technology capabilities.

Responsibilities

• Support in client meetings and follow-up on action items.
• Coordinate with Senior Advisors on financial plans.
• Communicate clients' needs into actionable plans.

Skills

Extensive experience advising high-net-worth families

Excellent communication skills

Knowledge of investment advisory compliance

Ability to manage stress

Strong organizational skills

Familiarity with eMoney, Holistiplan, Nitrogen

Education

6-10+ years of experience in financial advisory services

Series 65 license

Tools

eMoney

Holistiplan

Nitrogen

Job description

Hilltop Wealth Advisors, LLC is seeking a Lead Advisor in Chapel Hill, NC, to support the CEO in enhancing client experiences. This full-time role focuses on advising high-net-worth families and requires extensive experience in financial planning and investment strategies.

The ideal candidate will have excellent communication skills and the ability to manage client relationships effectively. The position offers a competitive salary of $110,000 – $175,000 plus bonuses, along with comprehensive benefits and a flexible work environment.