Senior Wealth Advisor & Client Leader
Job in
Chapel Hill, Orange County, North Carolina, 27517, USA
Listed on 2026-03-08
Listing for:
Hilltop Wealth Advisors
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Chapel Hill, NC, is seeking a Lead Advisor to enhance client relationships and support senior leadership. This role requires 6-10+ years of financial advisory experience with high-net-worth families. Responsibilities include coordinating financial plans, mentoring team members, and providing exceptional client support. Competitive salary of $110,000 to $175,000 plus bonuses, with benefits including a 401(k) plan, healthcare, and flexible work arrangements.
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Position Requirements
10+ Years
work experience
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