Financial Advisor

Financial Advisor Infrahire Greensboro, NC Job Details Full-time $55,000 - $80,000 a year 1 day ago Qualifications Teamwork Customer relationship building Sales Financial client presentations Business development Continuous improvement Financial product expertise Customer relationship management Full Job Description InfraHire is looking for an Financial Advisor in Greensboro, NC.

Job Description:

This opportunity is ideal for an advisor who values meaningful client relationships, comprehensive financial planning, and a collaborative team environment. We welcome professionals currently working within a wirehouse, broker-dealer, bank, RIA, or other wealth management organization who are interested in exploring a more supported and client-focused advisory model. Responsibilities Build and maintain trusted, long-term relationships with wealth management clients. Develop a thorough understanding of each client's financial goals, priorities, risk tolerance, and personal circumstances. Deliver comprehensive financial planning and investment guidance. Conduct regular client reviews and communicate portfolio, planning, and market updates clearly. Collaborate with investment management, financial planning, operations, and administrative teams to provide a seamless client experience. Identify opportunities to deepen existing client relationships and develop new business. Maintain accurate client records and ensure compliance with applicable firm policies and regulatory requirements. Participate in firm growth initiatives, business development activities, and continuous process improvement. Remain current on financial planning strategies, investment products, industry trends, and regulatory developments. Qualifications Previous experience working directly with wealth management, financial planning, or investment advisory clients. Applicable securities licenses, registrations, or professional designations. Strong knowledge of financial planning, investment management, and client relationship management. Demonstrated ability to communicate complex financial information in a clear and understandable manner. Strong interpersonal, organizational, and relationship-building skills. Self-motivated, entrepreneurial, and focused on long-term professional growth. Comfortable working within a collaborative, team-based advisory structure. Committed to delivering a high-quality and personalized client experience. Preferred Qualifications CFP® designation is highly valued but not required. Experience working in an RIA, wirehouse, broker-dealer, bank, family office, or wealth management firm. Existing client relationships or a demonstrated ability to develop new business. Experience using modern financial planning, portfolio management, and CRM platforms. InfraHire is an Equal Opportunity Employer.

Pay:

$55,000.00 - $80,000.00 per year

Work Location:

In person