Senior Wealth Advisor
new day executive searchCharlotte (NC)
Senior Wealth Advisor
Posted 7 days ago
new day executive searchCharlotte (NC)
SENIORITY
Senior
About the role
Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in acquisitions, new products, tools, and capabilities to help advisors serve their clients and run a thriving business. They give advisors the freedom, guidance, and end-to-end support to run their practice their way - helping the advisor to grow, while developing deeper relationships with clients. Qualifications & Experience 10+ years of experience in investment advisory or wealth management Proven, transferable book of business with high-net-worth clients (minimum of $400K T12) Active Investment Adviser Representative credentials (Series 65, or Series 7 + 66, or equivalent) Strong client-facing presence with the ability to manage complex financial relationships independently Entrepreneurial mindset with enthusiasm for Ameriprise and technology-enabled advisory models Ability to thrive in a fast-paced, high-growth environment with evolving priorities Responsibilities Serve as a trusted advisor to high-net-worth individuals and families, managing complex portfolios and long-term client relationships Grow assets under management by onboarding a transferable book of business, expanding existing business, and cultivating new client opportunities Deliver holistic financial planning Support training initiatives and help scale best practices across the advisory organization Compensation & Benefits Highly competitive compensation structure Performance-based payout up to 57% of Gross Dealer Concession (GDC) Initial fixed payouts for a guaranteed term are based on multiple factors Additional compensation and bonus opportunities may be available Office space in branch location CFP certification support
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.