Wealth Management Advisor

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

Charlotte, NC (primarily onsite) --> Local candidates

Compensation: open/based on book of business

We are seeking an experienced Wealth Advisor who brings an established client base, a proven track record of business development, client relationship management, and financial planning excellence. The ideal candidate will have an existing book of business with $25M+ in Assets Under Management (AUM) and the ability to continue growing and deepening client relationships.

What You\'ll Do

Build and Strengthen Client Relationships

• Develop and maintain trusted relationships through networking, referrals, and ongoing portfolio reviews.


• Deliver proactive communication and exceptional service to help clients stay on track toward their financial objectives.


• Understand clients\' financial 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 unique needs.


• Deliver thoughtful advice that supports long-term financial success.

Grow Your Practice

• Leverage your existing network and book of business while expanding your client base through relationship-driven business development.

Required 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