Wealth Advisor — Client‑Focused Growth Opportunity

LHH; Cornelius (NC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

PTO

HRA

LTD

401K + matching

Profit sharing

Education reimbursement

Job summary

LHH partners with an established Registered Investment Advisor in the Lake Norman corridor to identify a Wealth Advisor to join their growing team.

This is a great opportunity for an early-career wealth management professional who enjoys building client relationships and is ready to continue developing within a client-focused advisory environment.

The position emphasizes client service, a collaborative culture, and ongoing training as you work toward CFP certification.

Qualifications

• 1-2+ years in a client-facing wealth management or financial advisory role
• Bachelor’s degree in Finance, Financial Planning, Economics, Business, or related field
• Strong communication and relationship-building skills
• CFP® preferred, but not required

Responsibilities

• Build and maintain strong client relationships within a client-focused advisory environment
• Assist clients in working toward their financial goals
• Collaborate with senior advisors to deliver comprehensive wealth management services

Skills

Client-facing wealth management

Communication skills

Relationship-building

Education

Finance degree

Financial Planning

Economics

Business degree

Job description

LHH partners with an established Registered Investment Advisor in the Lake Norman corridor to identify a Wealth Advisor to join their growing team.

This is a great opportunity for an early-career wealth management professional who enjoys building client relationships and is ready to continue developing within a client-focused advisory environment.

The position emphasizes client service, a collaborative culture, and ongoing training as you work toward CFP certification.