UNKNOWN

FEED

In this capacity, the Director will report directly to the EVP, Chief Wealth Solutions Officer, and partner with the senior Wealth Solutions Leadership team to stay abreast of industry trends, evaluate new business opportunities, support our M&A process and drive other strategic programs that drive firm growth. Analyze industry trends, 3rd party research and business intelligence to provide insights to Wealth Solutions and Executive leadership teams on the investment product, wealth services and the broader competitive environment.

YEAR

Asset Mark

Director, Strategy And Chief Of Staff - Wealth Solutions

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Hilltop Wealth Advisors is growing, and we’re looking for a servicing-focused Lead Advisor to join our team and directly support our CEO and President in delivering an elevated, world-class client experience. This role is ideal for an advisor who thrives in partnership—someone who loves client relationships, excels in preparation and follow-through, and finds fulfillment in making meetings, plans, and experiences seamless and exceptional.

Hilltop Wealth Advisors, LLC

Lead Advisor

The Tax Advisor independently manages an assigned portfolio of WETCS (Wealth Enhancement Tax and Consulting Services) clients and delivers high-quality tax preparation, planning, and advisory services. Provide year-round tax planning and practical guidance, including matters involving equity compensation, trusts and estates, multi-state taxation, business owners, retirement planning, and charitable giving.

Wealth Enhancement Group Acquisition

Tax Advisor (Hybrid Role)

FULL_TIME

Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

Strategic People Advisors

Associate Financial Advisor

partner JazzHR

You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. This is an entrepreneurial, performance-based compensation model featuring highly competitive commission structures, fee-sharing splits, and passive residual income.

Financial Advisor

While broader portfolio strategy and long-term performance ownership are shared with Cabin's senior leadership, this leader plays a critical role in managing day-to-day outcomes, surfacing risks and opportunities, and enabling high-performing client teams. The Senior Principal, Client Executive at Cabin Consulting is a senior client and commercial leader responsible for establishing, growing, and scaling Cabin's strategic Financial Services accounts from early-stage relationships into enduring, multi-year partnerships.

Cabin

Client Executive - Financial Services

BreezyHR

Exit Factor is a business consulting firm that helps small and mid-sized business owners increase profit, efficiency, and the value of their companies so they're ready for a sale down the road. Generate qualified opportunities through networking, LinkedIn, and partnerships with CPAs, lenders, wealth advisors, and M&A professionals.

Exit Factor LLC

Business Development Manager Value Growth & Exit Strategy NC

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Role Overview: The RFP (Request for Proposal) Team Analyst plays a key role in supporting the business development and client acquisition processes by creating compelling, accurate, and timely responses to RFPs and RFIs (Request for Information). This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously while collaborating with subject matter experts and sales teams.

Aon Plc

RFP Analyst

This role requires an experienced individual who is comfortable representing the analytic engineering function independently with business stakeholders and can ensure data reliability and scalability across our Azure and Snowflake data stack, while proactively integrating Generative AI (GenAI) techniques into our engineering workflows and data products. Stakeholder Engagement: Serve as a trusted technical partner to users and data stewards - proactively learning domain context, eliciting and clarifying business rules, and applying critical thinking to evaluate tradeoffs and translate consumption needs into well-designed and scalable data assets.

Data Engineer

Partnering with stakeholders: Collaborate effectively with various internal stakeholders, including product managers, sales teams, compliance, legal, finance, marketing, and management, to ensure successful product management. Product Development and Innovation: Plays a key role in the development and launch of new wealth management products and services, ensuring they meet client needs and market demands per client segmentation guidelines.

City National Bank

Senior Product Manager - Wealth Management

This leader partners closely with Financial Advisors, Relationship Managers, and other client-facing teams to provide expert guidance, identify client needs, and enhance the organization's capability to deliver comprehensive, risk-managed insurance solutions. Identify, evaluate, and manage relationships with Independent Marketing Organizations (IMOs), Brokerage General Agencies (BGAs), and carrier partners to expand the division's product capabilities, distribution reach, and non-interest income potential.

United Bank, Inc.

Director Of Insurance Solutions

The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial

Financial Service Professional

sourcestack_via_bold

This role will oversee FMG's Marketing Advantage, AssetMark's white-label advisor marketing program; partner closely with Business Consulting on showcasing Business Consulting value and create advisor-facing content; and collaborate with Corporate Marketing to secure effective promotion and adoption of advisor programs and resources. Demonstrate a strong working knowledge of marketing and digital marketing, including content strategy, social media, email marketing, search engine marketing (SEM), search engine optimization (SEO), paid and retargeting media, marketing automation, and lead-generation campaigns.

AssetMark, Inc.

Director of Advisor Marketing

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Directly administers and provides fiduciary advice and oversight for all types of Wealth trust accounts including personal trusts, special needs trusts, investment management, custodial and guardianship accounts.

Truist Bank

Trust Administration Advisor - (various location options)

The Business Systems Analyst role with Wealth Management Private Banking requires domain expertise in Banking domain specializing in Wealth Management and Private Banking. Person must acts as a bridge between business stakeholders and technology teams, gathering requirements, performing business requirements and data analysis, converting requirements into.

Looking for a great job? Join eTeam. We’re looking for talented staffing professionals to join our staff. We also provide contract assignments and full-time jobs at Fortune 2000 Companies. We’ve been named one of the best companies to work for by Staffing Industry Analysts and New Jersey Business.

eTeam Inc.

Business Analyst with Wealth Management

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The Work: Solution design support - under the guidance of a senior Solution Architect or Technical Architect, support end-to-end solution design across assigned workstreams, including data model, integration patterns, security model, and platform configuration; keep SDDs, architecture decision records, and data flow diagrams current throughout delivery. Integration delivery - design and implement integrations between Data Cloud, CRM, external data sources, and Agentforce capabilities; make architecture tradeoffs across middleware options (MuleSoft, REST/SOAP, Salesforce Connect).

Accenture Plc

Salesforce Functional Architect Manager - Wealth Management

You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity. We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone.

Wisepath Group

Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach her/his potential. 
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at <a href="mailto:hrcompliance@td.com">hrcompliance@td.com</a>. Please include your FULL NAME, CONTACT INFORMATION and DETAILS ABOUT YOUR REQUEST within the e-mail. TD Bank is an Equal Opportunity Employer. 
“EOE/Minorities/Females/Veterans/Individuals with Disabilities".

TD Bank

Financial Advisor - Wilmington, NC

As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Wealth Advisor Jobs in North Carolina

Director, Strategy And Chief Of Staff - Wealth Solutions Asset Mark

Lead Advisor Hilltop Wealth Advisors, LLC

Tax Advisor (Hybrid Role) Wealth Enhancement Group Acquisition

Associate Financial Advisor Strategic People Advisors

Financial Advisor Strategic People Advisors

Client Executive - Financial Services Cabin

Business Development Manager Value Growth & Exit Strategy NC Exit Factor LLC

RFP Analyst Aon Plc

Data Engineer Asset Mark

Senior Product Manager - Wealth Management City National Bank

Director Of Insurance Solutions United Bank, Inc.

Financial Service Professional LPL Financial

Director of Advisor Marketing AssetMark, Inc.

Trust Administration Advisor - (various location options) Truist Bank

Business Analyst with Wealth Management eTeam Inc.

Salesforce Functional Architect Manager - Wealth Management Accenture Plc

Financial Advisor Wisepath Group

Associate Financial Advisor Wisepath Group

Financial Advisor - Wilmington, NC TD Bank

Associate Financial Advisor Edward D Jones & Co LP

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