Glassy Mountain Advisors, Inc.
Senior Wealth Advisor
Glassy Mountain Advisors, Inc., Charlotte, North Carolina, United States, 28245
Founded in 2021, Glassy Mountain Advisors is a growing wealth management firm specializing in investment management and financial planning services for individuals and families. With approximately $370 million in assets under management*, we are on a mission to significantly increase our client base, assets, and team in the years to come. This position is fully remote in Charlotte, NC, an area of our client concentration. Most of our team works together in our Bethesda, MD office two days a week for meetings, team lunches, and regular community service. Candidates should be willing to travel to Bethesda regularly (on average once per month, but occasionally more) to spend time with the team and collaborate in person. We are looking for talented, motivated individuals to join our growing team and contribute to the expansion of our firm.
Position Summary The Senior Wealth Advisor will serve as a trusted partner guiding clients through life’s financial decisions, helping them achieve peace of mind and fulfillment while strengthening long-term relationships.
Duties
Assess clients’ financial needs and determine investment objectives, risk tolerance, and target asset allocation.
Manage clients’ investment portfolios in coordination with portfolio management team.
Provide comprehensive financial planning services in coordination with other team members, including collaboration with clients’ other financial professionals such as CPAs or estate planning attorneys.
Communicate regularly with clients through in-person and virtual meetings, phone calls, and email.
Conduct regular client review meetings and ensure that we are helping our clients progress toward their financial goals.
Other Duties
Contribute to our ambitious growth plan by sourcing new client relationships, building community presence, and deepening existing relationships and expanding into new markets.
Lead the firm’s financial planning business and deliver financial planning with a whole-family lens, ensuring engagement with clients across generations and embracing technology to enhance the client experience.
Serve as expert on financial planning topics, industry trends, and software (MoneyGuide).
Participate in leadership level conversations and decisions, as a core member of our leadership team.
Manage and mentor Relationship Managers and help them advance in their careers.
Contribute to monthly blog posts related to personal finance and financial planning.
Help prepare and deliver client or prospect seminars.
Engage in cross-functional projects, offering the opportunity to innovate and directly influence firm growth and client experience.
Required Skills and Experience
Bachelor’s degree or higher.
CFP Designation required.
Series 65 or 66 license.
Minimum 10 years of industry experience.
Demonstrated expertise and a consistent record of success in revenue growth through asset consolidations and new client development.
Strong proficiency with financial software platforms such as Fidelity and Schwab Institutional, Wealthbox, Black Diamond, MoneyGuide, and similar tools.
Outstanding organizational and time management skills with a keen eye for detail.
Strong written and verbal communication skills.
Ability to thrive in a team environment and contribute to overall company growth.
Proficiency in Microsoft Office and other relevant business tools.
Established network of client relationships, with the potential to bring a book of business to the firm (preferred, not required).
Why Join Us? At Glassy Mountain Advisors, we’re on a mission to help clients achieve peace of mind and fulfillment through lifelong financial guidance. Guided by our values—integrity, innovation, technology, collaboration, flexibility, and community—we are building a firm that’s growing rapidly, with ambitious annual targets. We stand out by focusing on the whole family, fostering deep personal relationships, and leveraging technology to deliver an outstanding client experience. Joining our team means contributing directly to this vision while advancing your career in a collaborative and supportive environment.
Opportunity to be part of a collaborative and growing team in a dynamic, fast-paced environment.
Career development opportunities as the firm expands.
Competitive salary and benefits package, commensurate with experience.
Work-life balance with the flexibility of being fully remote while also traveling regularly to Bethesda office with the team.
Opportunity to contribute directly to the firm’s client experience and operational excellence.
Glassy Mountain Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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Position Summary The Senior Wealth Advisor will serve as a trusted partner guiding clients through life’s financial decisions, helping them achieve peace of mind and fulfillment while strengthening long-term relationships.
Duties
Assess clients’ financial needs and determine investment objectives, risk tolerance, and target asset allocation.
Manage clients’ investment portfolios in coordination with portfolio management team.
Provide comprehensive financial planning services in coordination with other team members, including collaboration with clients’ other financial professionals such as CPAs or estate planning attorneys.
Communicate regularly with clients through in-person and virtual meetings, phone calls, and email.
Conduct regular client review meetings and ensure that we are helping our clients progress toward their financial goals.
Other Duties
Contribute to our ambitious growth plan by sourcing new client relationships, building community presence, and deepening existing relationships and expanding into new markets.
Lead the firm’s financial planning business and deliver financial planning with a whole-family lens, ensuring engagement with clients across generations and embracing technology to enhance the client experience.
Serve as expert on financial planning topics, industry trends, and software (MoneyGuide).
Participate in leadership level conversations and decisions, as a core member of our leadership team.
Manage and mentor Relationship Managers and help them advance in their careers.
Contribute to monthly blog posts related to personal finance and financial planning.
Help prepare and deliver client or prospect seminars.
Engage in cross-functional projects, offering the opportunity to innovate and directly influence firm growth and client experience.
Required Skills and Experience
Bachelor’s degree or higher.
CFP Designation required.
Series 65 or 66 license.
Minimum 10 years of industry experience.
Demonstrated expertise and a consistent record of success in revenue growth through asset consolidations and new client development.
Strong proficiency with financial software platforms such as Fidelity and Schwab Institutional, Wealthbox, Black Diamond, MoneyGuide, and similar tools.
Outstanding organizational and time management skills with a keen eye for detail.
Strong written and verbal communication skills.
Ability to thrive in a team environment and contribute to overall company growth.
Proficiency in Microsoft Office and other relevant business tools.
Established network of client relationships, with the potential to bring a book of business to the firm (preferred, not required).
Why Join Us? At Glassy Mountain Advisors, we’re on a mission to help clients achieve peace of mind and fulfillment through lifelong financial guidance. Guided by our values—integrity, innovation, technology, collaboration, flexibility, and community—we are building a firm that’s growing rapidly, with ambitious annual targets. We stand out by focusing on the whole family, fostering deep personal relationships, and leveraging technology to deliver an outstanding client experience. Joining our team means contributing directly to this vision while advancing your career in a collaborative and supportive environment.
Opportunity to be part of a collaborative and growing team in a dynamic, fast-paced environment.
Career development opportunities as the firm expands.
Competitive salary and benefits package, commensurate with experience.
Work-life balance with the flexibility of being fully remote while also traveling regularly to Bethesda office with the team.
Opportunity to contribute directly to the firm’s client experience and operational excellence.
Glassy Mountain Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
#J-18808-Ljbffr