Wealth Advisor - Grow Your $25M+ AUM Practice

System Soft Technologies; Charlotte (NC); On-site; USD 120,000 - 250,000; Full time

Job summary

System Soft Technologies in Charlotte, NC is seeking an experienced Wealth Advisor to manage an established client base and drive growth. This on-site role focuses on deepening client relationships, financial planning, and tailored investment guidance.

The ideal candidate has a proven track record in wealth management and a book of business with substantial AUM. Compensation is open and based on the book of business.

Qualifications

• Established book of business with $25M+ AUM.
• Bachelor's degree or equivalent combination of education and relevant experience
• Proven success in wealth management, financial advising, or private client services

Responsibilities

• Build and strengthen client relationships through networking and portfolio reviews.
• Deliver proactive communication and exceptional service to keep clients on track toward financial objectives.
• Understand clients' goals, risk tolerance, and life priorities.
• Develop customized investment, retirement, and wealth management recommendations.
• Consult with clients on financial products and services tailored to their needs.
• Provide thoughtful advice to support long-term financial success.

Skills

Client relationships

Business development

Financial planning

Wealth management

Education

Bachelor's degree

Job description

System Soft Technologies in Charlotte, NC is seeking an experienced Wealth Advisor to manage an established client base and drive growth. This on-site role focuses on deepening client relationships, financial planning, and tailored investment guidance.

The ideal candidate has a proven track record in wealth management and a book of business with substantial AUM. Compensation is open and based on the book of business.