The Well
Wealth Management Advisor (Charlotte)
The Well, Charlotte, North Carolina, United States, 28245
Were hiring a
Wealth Advisor
on behalf of our clienta
wealth management firm in Charlotte, NC . Compensation: $90,000$120,000 base + bonus (CFP required for bonus)
Why this role? Inherit established client relationships No business development
pure relationship management Strong planning team
to support technical prep Warm, stable, people-first culture Clear path to grow as senior advisors transition their books What youll do: Lead client meetings and ongoing planning conversations Serve as the primary advisor to a mature book Deliver high-touch service in a collaborative environment What you bring: 510 years of advisory experience Strong planning fundamentals Series 65/66 CFP (or willingness to obtain) If you thrive in a relationship-centered role with real succession opportunity, wed love to connect.
Wealth Advisor
on behalf of our clienta
wealth management firm in Charlotte, NC . Compensation: $90,000$120,000 base + bonus (CFP required for bonus)
Why this role? Inherit established client relationships No business development
pure relationship management Strong planning team
to support technical prep Warm, stable, people-first culture Clear path to grow as senior advisors transition their books What youll do: Lead client meetings and ongoing planning conversations Serve as the primary advisor to a mature book Deliver high-touch service in a collaborative environment What you bring: 510 years of advisory experience Strong planning fundamentals Series 65/66 CFP (or willingness to obtain) If you thrive in a relationship-centered role with real succession opportunity, wed love to connect.