Wealth Advisor – Growth & Planning (NC)

Cetera Financial Group; Wilmington (NC); On-site; USD 75,000 - 90,000; Full time

Job summary

A financial advisory firm is seeking a Wealth Advisor in Wilmington, NC. The role involves providing comprehensive wealth management and financial planning services, building long-term advisory relationships, and ensuring regulatory compliance. Candidates should have a Bachelor's Degree, a minimum of five years of relevant experience, and various licenses such as FINRA Series 7 and Series 66. Strong communication and organizational skills are essential for delivering exceptional member experiences and driving business growth.

Qualifications

• Active and valid FINRA Series 7 license required.
• Active and valid Series 66 license or Series 63/65 required.
• State life, health, disability, and variable insurance licenses required.

Responsibilities

• Serve as the primary wealth advisor for assigned members.
• Provide guidance on asset allocation, risk management, and income planning.
• Develop new advisory relationships through referrals and marketing efforts.

Skills

Relationship building

Communication skills

Organizational skills

Analytical skills

Problem-solving skills

Financial concepts explanation

Education

Bachelor’s Degree in Finance, Business, or related field

Minimum five years experience in wealth management

Tools

Financial planning tools

CRM systems

Investment platforms

Job description

A financial advisory firm is seeking a Wealth Advisor in Wilmington, NC. The role involves providing comprehensive wealth management and financial planning services, building long-term advisory relationships, and ensuring regulatory compliance. Candidates should have a Bachelor's Degree, a minimum of five years of relevant experience, and various licenses such as FINRA Series 7 and Series 66. Strong communication and organizational skills are essential for delivering exceptional member experiences and driving business growth.