Strategy Advisor

Boutique Recruiting; Charlotte (NC); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

SIMPLE IRA with company match

Paid time off

Job summary

Boutique Recruiting is seeking a Strategy Advisor in Charlotte, NC to support advisory teams and strengthen client relationships. The role focuses on updating financial plans, conducting client meetings, and expanding services based on client needs.

Ideal candidates have 1+ years in financial services, hold Series 65/ CFP/ CFA, and are organized, coachable, and client-focused. Onsite work Monday–Friday with competitive salary and benefits.

Qualifications

• 1+ years of experience within financial services, preferably with an RIA in a client service, advisory support, or similar role.
• Active Series 65, CFP, or CFA required.
• Strong relationship-building, communication, presentation, and client service skills.
• High level of follow-through, organization, accountability, and attention to detail.
• Proficiency with Microsoft Office Suite and the ability to learn new financial planning and CRM platforms.
• Must be comfortable discussing and supporting a range of financial products, including annuities.
• Must be willing to work fully onsite in the Charlotte office, Monday through Friday.

Responsibilities

• Manage and strengthen relationships with an established portfolio of client households.
• Support Lead Advisors with ongoing client service, financial planning, and relationship management.
• Update financial plans and ensure client information, goals, and recommendations remain current.
• Conduct client meetings and presentations, including annual in-person reviews and quarterly client updates.
• Answer client questions promptly, provide ongoing support, and maintain consistent follow-through.
• Identify opportunities to expand existing client relationships through additional investment, insurance, annuity, and financial planning solutions.
• Collaborate closely with advisors, client service, operations, and new business teams to deliver a high-touch client experience.

Skills

Relationship-building

Communication

Presentation

Client service

Organization

Attention to detail

Education

Series 65

CFP

CFA

Tools

Microsoft Office Suite

CRM platforms

Job description

Position Title: Strategy Advisor

A growing independent financial advisory firm is seeking a Strategy Advisor to support its advisory team in Charlotte, NC. This role will manage relationships with existing clients, update financial plans, conduct client meetings and presentations, answer ongoing financial planning questions, and identify opportunities to expand services based on each client’s needs.

The ideal candidate has at least 1 year of experience within an RIA or financial services environment, holds a Series 65, CFP, or CFA, and excels at building trusted client relationships. This person will be highly organized, responsive, coachable, and motivated to grow within a collaborative, client-first advisory team.

Salary Range: $50,000 - $75,000 / annually, DOE

Responsibilities

• Manage and strengthen relationships with an established portfolio of client households
• Support Lead Advisors with ongoing client service, financial planning, and relationship management
• Update financial plans and ensure client information, goals, and recommendations remain current
• Conduct client meetings and presentations, including annual in-person reviews and quarterly client updates
• Answer client questions promptly, provide ongoing support, and maintain consistent follow-through
• Identify opportunities to expand existing client relationships through additional investment, insurance, annuity, and financial planning solutions
• Collaborate closely with advisors, client service, operations, and new business teams to deliver a high-touch client experience

Requirements

• 1+ years of experience within financial services, preferably with an RIA in a client service, advisory support, or similar role
• Active Series 65, CFP, or CFA required
• Strong relationship-building, communication, presentation, and client service skills
• High level of follow-through, organization, accountability, and attention to detail
• Proficiency with Microsoft Office Suite and the ability to learn new financial planning and CRM platforms
• Must be comfortable discussing and supporting a range of financial products, including annuities
• Must be willing to work fully onsite in the Charlotte office, Monday through Friday

Benefits

• Medical, dental, and vision insurance
• SIMPLE IRA with company match
• Paid time off, including sick and vacation time
• Generous company holiday schedule, including extended time off around Thanksgiving and the winter holidays
• Monthly company lunches
• Commission opportunity for expanding relationships with existing clients
• Comprehensive training and ongoing professional development
• Long-term career growth opportunities within a stable, expanding advisory firm