Lead Financial Advisor
Location: Charlotte, NC
Compensation: $125,000–$140,000 base + variable bonus (target all-in: ~$170,000 first year)
Structure: Full-time, in-office
About the Firm:
Our client is a high-performing, established wealth management practice serving some of the most successful families and businesses in North Carolina. The firm is deeply rooted in values of integrity, intellectual rigor, and client-centered service. With a strong foundation in comprehensive financial planning and a collaborative team culture, this firm offers a unique opportunity for an experienced advisor to step into a leadership seat and help shape the future.
The Opportunity:
This is a producer-focused Lead Advisor role. While you’ll have limited engagement with an existing book of clients, your primary focus will be on business development and delivering exceptional planning for new relationships. You won’t be required to bring over a book, but you will need to bring energy, drive, and a proven track record of growing client relationships over the last 7–10 years. Over time, your impact on the business may open up deeper leadership or partnership opportunities.
Key Responsibilities:
What You Bring:
Benefits & Culture:
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