Hilltop Wealth Advisors · 1 month ago
Lead Advisor
Chapel Hill, NC
Full-time
Hybrid
Senior Level
$110K/yr - $175K/yr
6+ years expHilltop Wealth Advisors is growing, and they are seeking a servicing-focused Lead Advisor to support their CEO and President in delivering a world-class client experience. The role involves advising clients on financial planning and investment strategies, while also coordinating with other advisors to ensure client goals are met.
Financial ServicesRetirementWealth Management
Responsibilities
Focused support and second chair duties in client meetings with an ability to add value to the conversation while gathering data and action items for follow-up
Coordinate with Senior Advisors in the development and preparation of clients’ financial plans, developing recommendations and solutions in the best interest of the client and ensuring those plans are executed
Communicate with clients by understanding the needs, objectives, goals, concerns and translating those into an actionable and disciplined plan
Coordinate with client’s other advisors (attorney, CPA, etc.) and other external sources to carry out the goals of client service
Provide client follow-up and engagement with clients, pre and post meeting, as well as other needs and communications as they arise
Prepare and communicate recommendations for client financial plans, including entering data and running reports using financial planning software
Prepare and communicate recommendations on client investments
Assist with client communications, such as the writing of newsletters and economic reports
Delegate non-advisory follow-up work to client service team
Qualification
Required
Extensive experience advising high-net-worth families on comprehensive financial planning, investment strategies, estate, tax, cash flow planning, and philanthropy
Knowledge of investment advisory compliance and regulations
Excellent communication skills (verbal, written, empathy, and listening)
Demonstrates personal integrity and honesty
Ability to deal with stress in an ever-changing investment market and financial transitions of clients
Excellent time management and strong organizational skills
Ability to prioritize multiple tasks and anticipate potential problems
Familiarity with tools such as, eMoney, Holistiplan, and Nitrogen
Proven ability to mentor, manage, and coach team members
6-10+ years of experience in financial advisory services, including client relationship management, business development, and wealth planning
A bachelor's degree
Certified Financial Planner CFP®
Series 65
Desire to work directly with clients
Ability to give recommendations to clients
Strong self-leadership skills (i.e. emotional and mental health)
Strong technology capabilities (i.e. learn to use software easily)
Experience working with various custodial platforms
Benefits
Comprehensive medical, dental, vision, and life insurance benefits
401(k) with matching contribution
Generous paid time off
Volunteer time off
Flexible work-from-home policy (up to five days per month, with Monday and Thursday designated for in-office collaboration)
Ongoing educational reimbursement opportunities
Company
Hilltop Wealth Advisors
Hilltop Wealth Advisors offers retirement income strategies, financial planning, investment, and wealth management services.
Founded in 1989Chapel Hill, North Carolina, USA
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ben Yeager, CFP®
Partner
Wesley Pitman, MBA
Chief Compliance Officer
Company data provided by crunchbase