Wealth Management Advisor

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

We’re partnering with an established Registered Investment Advisor (RIA) 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.

What we’re looking for:

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

Compensation includes a base salary plus bonus/comissions. Benefits include PTO, HRA, LTD, 401K +matching, profit sharing, education reimbursement for licenses and ongoing training and development.

Equal Opportunity Employer / Veterans / Disabled

Qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Background considerations will be reviewed in accordance with applicable federal, state, and local laws.