Evergreen Wealth
Overview
Join to apply for the
Wealth Advisor
role at
Evergreen Wealth . Get AI-powered advice on this job and more exclusive features. About Evergreen Wealth
Evergreen Wealth is a dynamic, early-stage Registered Investment Advisor (RIA) reimagining investment management and financial advice for affluent and high net worth clients. Our mission is to help affluent and high net worth investors attain their financial goals through tax-efficient investment strategies and hyper-personalized financial advice, combining the power of financial advisors with AI analytics. Evergreen Wealth is for people who are ready to move beyond generic portfolios and legacy institutions. It\'s for advisors who want to be part of building something better—and leading clients into a smarter, more personal financial future. Role Overview
As a Wealth Advisor at Evergreen Wealth, you will help redefine how affluent families build wealth in the modern era—merging fiduciary expertise with cutting-edge financial technology to deliver hyper-personalized, tax-optimized investment strategies. You\'ll help build a category-defining firm that puts after-tax performance, tax-optimized strategies, and intelligent automation at the core of every client relationship. You\'ll work directly with clients to craft long-term strategies that adapt to their changing lives and gain experience advising and building relationships in an innovative environment. Key Responsibilities
Lead high-impact client relationships in a digital-first environment—delivering both personal connection and proactive insights via email, phone, video, and app. Create deeply personalized investment experiences by aligning client goals with our portfolios, custom-built for tax efficiency, risk management, and growth. Incorporate direct indexing, tax-loss harvesting, and advanced strategies into client conversations, guiding them toward higher after-tax outcomes. Collaborate with our product and investment teams to shape how advisory services evolve—from onboarding to advice delivery to digital experience. Help clients navigate life’s biggest transitions—like IPOs, equity compensation, growing their legacy, or estate planning—by connecting real-time data with real-world advice. Educate and empower clients through your expertise, helping them understand everything from asset location to charitable giving and beyond. Navigate clients through significant life events, such as the sale of a business or exercising stock options, and assess how these impact their financial lives. Qualifications
Series 65 (or 66 with 7) or equivalents: if you hold another license, all licenses are considered. If unlicensed - willingness to obtain within 60 days of start. 3–8 years of experience in wealth management, investment advisory, or financial planning preferred. Strong knowledge of tax-aware investment strategies, financial planning, or direct indexing a plus. Experience with high-net-worth or mass-affluent clients strongly preferred. Comfort working in or interest in a startup or FinTech environment. You’re a natural relationship builder—able to connect deeply, listen actively, and tailor your style to meet clients where they are. You speak “finance” fluently, but know how to explain complex concepts simply, clearly, and with empathy. You’re intellectually curious, always seeking smarter ways to solve challenges and deliver value. The thought of using new technology or learning new financial concepts is exciting. You’re entrepreneurial at heart and have resilience—excited to build, experiment, and shape the future of a fast-growing digital only RIA. You love investing and technology. You believe that real financial strength comes from clarity, strategy, and long-term thinking. You’re tech-savvy, comfortable learning new tools, and excited by the possibilities of AI, automation, and digital transformation. You believe advice should be personal, not product-driven—and that fiduciary responsibility isn’t just a rule, it’s a mindset. Why Evergreen Wealth?
At Evergreen Wealth, we\'re not just improving wealth management—we\'re rethinking it entirely. We serve a new generation of affluent clients with complex financial lives who expect more. More personalization More tax efficiency More intelligence More transparency More value from their advisor relationships We deliver this through a powerful combination of: Fiduciary expertise from dedicated wealth advisors Evergreen Intelligence, our proprietary AI advice engine Technology and custom-built portfolios for tax optimization through direct indexing A secure, digital-first platform that puts clients in control and keeps their data protected You Can Also Expect
Start-up Equity (ask us why this is so important) Free lunches Up to $1,500 monthly contribution toward medical benefits Significant growth opportunity and opportunities for professional development Bi-Monthly team events Latest MacBooks Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Evergreen Wealth by 2x Get notified about new Wealth Management Advisor jobs in Raleigh, NC. Raleigh, NC $55,000.00-$65,000.00 5 days ago
#J-18808-Ljbffr
Join to apply for the
Wealth Advisor
role at
Evergreen Wealth . Get AI-powered advice on this job and more exclusive features. About Evergreen Wealth
Evergreen Wealth is a dynamic, early-stage Registered Investment Advisor (RIA) reimagining investment management and financial advice for affluent and high net worth clients. Our mission is to help affluent and high net worth investors attain their financial goals through tax-efficient investment strategies and hyper-personalized financial advice, combining the power of financial advisors with AI analytics. Evergreen Wealth is for people who are ready to move beyond generic portfolios and legacy institutions. It\'s for advisors who want to be part of building something better—and leading clients into a smarter, more personal financial future. Role Overview
As a Wealth Advisor at Evergreen Wealth, you will help redefine how affluent families build wealth in the modern era—merging fiduciary expertise with cutting-edge financial technology to deliver hyper-personalized, tax-optimized investment strategies. You\'ll help build a category-defining firm that puts after-tax performance, tax-optimized strategies, and intelligent automation at the core of every client relationship. You\'ll work directly with clients to craft long-term strategies that adapt to their changing lives and gain experience advising and building relationships in an innovative environment. Key Responsibilities
Lead high-impact client relationships in a digital-first environment—delivering both personal connection and proactive insights via email, phone, video, and app. Create deeply personalized investment experiences by aligning client goals with our portfolios, custom-built for tax efficiency, risk management, and growth. Incorporate direct indexing, tax-loss harvesting, and advanced strategies into client conversations, guiding them toward higher after-tax outcomes. Collaborate with our product and investment teams to shape how advisory services evolve—from onboarding to advice delivery to digital experience. Help clients navigate life’s biggest transitions—like IPOs, equity compensation, growing their legacy, or estate planning—by connecting real-time data with real-world advice. Educate and empower clients through your expertise, helping them understand everything from asset location to charitable giving and beyond. Navigate clients through significant life events, such as the sale of a business or exercising stock options, and assess how these impact their financial lives. Qualifications
Series 65 (or 66 with 7) or equivalents: if you hold another license, all licenses are considered. If unlicensed - willingness to obtain within 60 days of start. 3–8 years of experience in wealth management, investment advisory, or financial planning preferred. Strong knowledge of tax-aware investment strategies, financial planning, or direct indexing a plus. Experience with high-net-worth or mass-affluent clients strongly preferred. Comfort working in or interest in a startup or FinTech environment. You’re a natural relationship builder—able to connect deeply, listen actively, and tailor your style to meet clients where they are. You speak “finance” fluently, but know how to explain complex concepts simply, clearly, and with empathy. You’re intellectually curious, always seeking smarter ways to solve challenges and deliver value. The thought of using new technology or learning new financial concepts is exciting. You’re entrepreneurial at heart and have resilience—excited to build, experiment, and shape the future of a fast-growing digital only RIA. You love investing and technology. You believe that real financial strength comes from clarity, strategy, and long-term thinking. You’re tech-savvy, comfortable learning new tools, and excited by the possibilities of AI, automation, and digital transformation. You believe advice should be personal, not product-driven—and that fiduciary responsibility isn’t just a rule, it’s a mindset. Why Evergreen Wealth?
At Evergreen Wealth, we\'re not just improving wealth management—we\'re rethinking it entirely. We serve a new generation of affluent clients with complex financial lives who expect more. More personalization More tax efficiency More intelligence More transparency More value from their advisor relationships We deliver this through a powerful combination of: Fiduciary expertise from dedicated wealth advisors Evergreen Intelligence, our proprietary AI advice engine Technology and custom-built portfolios for tax optimization through direct indexing A secure, digital-first platform that puts clients in control and keeps their data protected You Can Also Expect
Start-up Equity (ask us why this is so important) Free lunches Up to $1,500 monthly contribution toward medical benefits Significant growth opportunity and opportunities for professional development Bi-Monthly team events Latest MacBooks Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Referrals increase your chances of interviewing at Evergreen Wealth by 2x Get notified about new Wealth Management Advisor jobs in Raleigh, NC. Raleigh, NC $55,000.00-$65,000.00 5 days ago
#J-18808-Ljbffr