Lead Financial Advisor

Lead Financial Advisor

Strategic Wealth Designers Charlotte, North Carolina, United States

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees.

As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.

But growth alone isn’t the goal.

Impact is.

At
Strategic Wealth Designers (SWD), we don’t hire people to fill roles. We hire pace-setters who take ownership, serve clients at the highest level, and raise the standard for what retirement planning should be.

Titles don’t build trust.

Relationships and results do.

You’re not here to sit behind a desk or simply manage accounts.

You’re here to lead client relationships, guide individuals through critical financial decisions, serve as the face of SWD in your market, and maintain long-term relationships with existing clients through ongoing financial guidance and planning.

This is a hybrid role that combines the responsibilities of both a Lead Advisor and Financial Advisor. In addition to working with prospective clients and driving new business growth, you will also actively manage and service an existing book of approximately 100 client relationships while continuing to onboard and support new clients as they join the firm.

As part of this role, you will:

• Conduct approximately four speaking nights (two events) per month
• Meet with prospective clients generated through company events and seminars
• Service and maintain an existing client base
• Build long-term relationships with newly acquired clients through ongoing planning and financial guidance

Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees.

As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.

But growth alone isn’t the goal.

Impact is.

At
Strategic Wealth Designers (SWD), we don’t hire people to fill roles. We hire pace-setters who take ownership, serve clients at the highest level, and raise the standard for what retirement planning should be.

Titles don’t build trust.

Relationships and results do.

You’re not here to sit behind a desk or simply manage accounts.

You’re here to lead client relationships, guide individuals through critical financial decisions, serve as the face of SWD in your market, and maintain long-term relationships with existing clients through ongoing financial guidance and planning.

This is a hybrid role that combines the responsibilities of both a Lead Advisor and Financial Advisor. In addition to working with prospective clients and driving new business growth, you will also actively manage and service an existing book of approximately 100 client relationships while continuing to onboard and support new clients as they join the firm.

As part of this role, you will:

• Conduct approximately four speaking nights (two events) per month
• Meet with prospective clients generated through company events and seminars
• Service and maintain an existing client base
• B…