Wealth Advisor: HNW Planning & Growth

Daily Recruits, LLC; Greensboro (NC); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Revenue share

Equity partnership

Job summary

Daily Recruits, LLC is seeking a Wealth Advisor in Greensboro, NC to provide comprehensive wealth management and build long-term relationships with high-net-worth clients and families.

The role focuses on delivering tailored financial planning, partnering with internal specialists, and leveraging a leading RIAs platform to grow the practice. Compensation includes a competitive base pay plus revenue share and equity opportunities.

Qualifications

• 2+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• Background in a wire-house, independent broker-dealer, bank, or RIA environment.
• Financial planning experience preferred.
• CFP®, CFA, or other professional designations preferred.
• Bachelor’s degree in Finance, Business, Economics or related field preferred.
• Excellent communication, organization, and interpersonal skills; team player with self-motivation.

Responsibilities

• Build and manage a book of business by developing strong client relationships and best-in-class client experience.
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve.
• Collaborate with internal specialists to deliver integrated solutions.
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach.

Skills

Financial advisory experience

Client relationship building

Sales mindset

Team collaboration

Education

Bachelor’s degree in Finance/Business/Economics

CFP/CFA or other designations preferred

Job description

Daily Recruits, LLC is seeking a Wealth Advisor in Greensboro, NC to provide comprehensive wealth management and build long-term relationships with high-net-worth clients and families.

The role focuses on delivering tailored financial planning, partnering with internal specialists, and leveraging a leading RIAs platform to grow the practice. Compensation includes a competitive base pay plus revenue share and equity opportunities.