Wealth Management AdvisorCounterweight Private Wealth • Raleigh, North Carolina, United States
Wealth Management Advisor
Counterweight Private Wealth
- Raleigh, North Carolina, United States
- Raleigh, North Carolina, United States
Über
As an independent boutique firm, we provide a high-end, personalized advisory experience to successful late-career professionals, executives, and business owners – guiding them through life’s most significant financial transitions.
The Role As a boutique firm, we intentionally maintain a select number of high-end households so that we can provide a deep and robust wealth management and tax planning experience. Our firm continues to grow, and we consistently turn down prospective clients who fall below our current AUM minimum of $2MM. As a result, we have decided to hire a talented and experienced advisor to launch a new service tier, and therefore serve clients with investable assets ranging from $750K to $1.5MM.
As a Wealth Advisor at Counterweight, you will manage the entire client relationship from discovery through ongoing planning. Following our proven process, you will deliver sophisticated financial and wealth planning advice while building lasting trust. You will work closely with our operations and executive team to ensure every client receives a seamlessly integrated experience. This is an opportunity to do meaningful, high-impact work within a collaborative and values-driven firm.
What You'll Do
Lead comprehensive financial planning engagements, including retirement, cash flow, debt, tax planning, and estate planning
Develop and present Counterweight’s portfolio investment strategies aligned with each client's goals, risk tolerance, and time horizon
Analyze tax planning opportunities and coordinate with clients' CPAs and estate attorneys as needed
Guide clients through Social Security optimization, insurance reviews, and legacy planning
Build and deepen client relationships through proactive communication and exceptional service
Identify and develop new client relationships through your professional network and community involvement
Collaborate with internal team members to continuously refine and improve our planning processes
Stay current on regulatory changes, tax law updates, and evolving planning strategies
Contribute to firm-wide initiatives and play an active role in shaping our culture and growth
Who You Are
A seasoned financial planner with a minimum of 5 years of experience, preferably at an RIA
Deeply knowledgeable across the full spectrum of financial planning disciplines
An exceptional communicator, someone who can translate complex concepts into clear, actionable guidance
Client-obsessed, with a track record of delivering white-glove service
Highly organized and process-oriented; you close the loop and finish what you start
Comfortable operating independently in a remote environment while remaining a committed team contributor
Genuinely curious, coachable, and committed to your own professional development
Honest, empathetic, and direct — you do right by clients even when it's difficult
Bonus:
An established book of business with clients who trust you and are open to transitioning with you to a new firm is a meaningful advantage, though not required.
Base salary and payout (negotiable based on experience and potential incoming AUM)
Employer-matched 401(k)
Paid time off
Equipment provided; reliable home internet required
Ongoing training and professional development support
This is a full-time remote position with in-person meeting availability several times per year. Someone in the Raleigh-Durham area is preferred, though not required. Core hours align with Eastern Time.
How to Apply Send your resume and a cover letter to info@counterweightpw.com. In your cover letter, please address:
·What drew you to this profession
·The responsibilities of your current Financial Advisory position
·An overview of your current client base, including typical client profile and AUM range
Please apply via email only.
We look forward to learning more about you.
Counterweight Private Wealth is an equal opportunity employer.
#J-18808-Ljbffr
Sprachkenntnisse
- English
Hinweis für Nutzer
Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.