The Agency · 2 hours ago
Financial Advisor
Charlotte Metro
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $110K/yrThe Agency is a well-established tax planning, wealth planning, and estate planning firm serving individuals, families, and business owners throughout the Charlotte area. They are seeking an experienced Financial Advisor to work directly with current tax clients, providing comprehensive investment guidance and long-term financial planning support.
Staffing & Recruiting
Hiring Manager
Nate Algood
Responsibilities
Serve as the primary financial advisor to existing tax clients, providing recommendations on investment strategies, retirement planning, estate planning coordination, and overall wealth management
Collaborate closely with tax professionals to deliver coordinated advice and holistic financial strategies
Conduct comprehensive fact-finding, financial analysis, and plan development tailored to each client’s goals
Maintain detailed and compliant client records, ensuring all recommendations meet regulatory standards
Participate in periodic client reviews, presenting updates and adjusting plans as needed
Support business development efforts as desired; while experience is preferred, it is not required
Stay current with market trends, tax law changes, and financial planning best practices
Qualification
Required
Series 7 and 66 required
Strong communication and relationship-building skills
Ability to simplify complex concepts for clients
Comfortable working in a collaborative, multidisciplinary environment
Strong organizational skills and commitment to service excellence
Preferred
CFP® designation strongly preferred
Experience in financial advising, investment planning, or wealth management
Company
The Agency
At The Agency Recruiting, trust and transparency form the foundation of every partnership we build.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Logan Koopman
Founder & CEO
Company data provided by crunchbase