Financial Advisor

Financial Advisor

Clearview Wealth Management, a Charlotte, NC based RIA firm is excited to welcome an 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 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)

• Employer 401(k) plan

• Attractive Work/Life Balance

• Possible Ownership opportunities

Contact: Resumes and Cover Letter should be forwarded to clearview@cvwmgmt.com.