Part-Time Financial Advisor

Clearview Wealth Management, a Charlotte, NC based RIA firm is excited to welcome a part-time, experienced Financial Advisor to our team. Clearview advisors utilize their substantial planning experience and strong relationship management skills to be outstanding trusted partners for our clients.

Preferred Qualification:

• Bachelor’s degree

• 8-10 years financial planning experience

• CFP certification required. CPA and/or Trust Officer not required but are beneficial.

• Proficient with MS Office suite and our financial planning technology stack, including eMoney and Redtail, a plus.

• Exceptional written and verbal communication skills

• Detail-oriented, team player

• Desire and ability to work successfully in a small company environment

• A belief in fee-only, fiduciary professionalism

Core Role Expectations:

As a member of the Clearview team, you will provide the following:

Relationship Management: Be a first point of contact for a number of the team’s clients, you will be working with the most senior advisors at the firm while being supported by other members of the team.

Client Service: Drive clients’ financial planning strategies and portfolio management. You will facilitate a comprehensive approach when working with clients, inclusive of investments, cash flow, tax, estates, risk management and benefit plans.

Financial Planning: Based on a client’s goals and circumstances, create financial plans that address questions such as at when a client can retire with financial security.

Investment Portfolios: Review a client’s current investments and objectives, give a client a picture of his or her current portfolio composition and within the firm’s guidelines, oversee a custom portfolio that the firm will manage.

Benefits:

• Salary commensurate with experience and hours

• Flexible Work Schedule

• Professional License and Professional Development (CE)

• Business casual dress code