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Lead Advisor, LLC

Associate Private Wealth Advisor

Pay: $80,000–$120,000/yr

Posted: 2 weeks ago

Location: Wilmington, NC (Onsite)

Last Updated: 1 week ago

Hours: Full-Time

Expires: 10/1/2026

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$108,850 / year median in North Carolina

+8% projected growth

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Job Description

Associate Private Wealth Advisor Lead Advisor, LLC Wilmington, NC Job Details Full-time $80,000 - $120,000 a year 2 hours ago Benefits Paid time off Qualifications Series 7 Bachelor's degree Securities Industry Essentials FINRA License Life & Health Insurance License Experience practicing in the securities industry Series 63 Full Job Description Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Wilmington. To view other open roles, visit jobs.lead-advisor.com

ROLE DESCRIPTION A

junior advisor/support position that provides technical support for the Lead Advisor. The responsibilities include data gathering, modeling, case design, scenario building, plan development, presentation development, etc. This advisor participates in client meetings and facilitates follow up with the team and the client.

ROLE RESPONSIBILITIES

| Serve as the Service Manager for a subset of the firm's clients. Build, finalize and execute delivery of financial plans, risk illustrations and case preparation for client meetings. Prepare the Lead Advisor for client meetings and opportunities. Prepare and review the client folder with all necessary prep materials and deliverables prior to a client meeting (e.g. collection and retention of statements, running CCV, Notes) Serve as the focal point for facilitating post-meeting communication and downstream workflows for clients and prospects. (e.g. process case notes, create and assign tasks, follow up activities) Ensure all service activities and routines are fulfilled for assigned clients Start to skill build for gathering referrals, catching money in motion and provide recommendations on planning, insurance, and investments. Note, this role has no expectation for formal business development

QUALIFICATIONS

Bachelor's degree with a major preferably in finance, economics, accounts, financial planning or related field or equivalent experience. 1-5 years in the wealth management or investment management industry. FINRA Series

SIE, 7 & 63/65

(or obtained within 180-days) Life & Health License and Long Term Care License (or obtained within 180-days) Working to obtaining

CFP Salary:

80-120k base

Location:

4x in office in Wilmington office

Pay:

$80,000.00 - $120,000.00 per year

Benefits:

Paid time off

Work Location:

In person