Opportunity: Financial Advisor
Our advisory firm in Raleigh is growing. If you’re a financial advisor with at least two years of experience, consider a career at Carolina Wealth Partners.
Our firm operates as a team so that no advisor feels isolated. Although our financial advisors work remotely, we collectively support each other through a tight internal network. In this way, we each contribute to the growth of individuals and Carolina Wealth Partners as a whole.
We run a highly selective process in expanding our team. We’re limiting our meetings to financial advisors who have:
- A broad experience in financial planning
- An entrepreneurial spirit
- An interest in thriving in a team-based environment
Once part of our team, we provide robust resources to help you development your business and deliver highly personalized service to your clients.
We’re also experienced in transferring books of business. If you’re concerned about losing clientele, we can discuss methods of transferring books of business so that no client is life behind.