Financial Advisor

Job Description

Job Description

Job title: Financial Advisor

Location: Chapel Hill, NC

Status: Hybrid (2 days in office/week, Tuesday required)

Compensation: $120,000 - $125,000 with potential opportunity to earn future equity

We are a comprehensive financial planning firm in Chapel hill, NC. We provide personalized wealth management for executives and retirees, with a specialized focus on equity compensation and comprehensive financial planning. As fiduciaries, we are committed to always acting in our client's best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice. Our mission is to help individuals and families make thoughtful, informed financial decisions that support a secure and fulfilling life. Every client we serve receives a unique financial plan, reflecting their goals, values, and circumstances.

We are building a team of individuals who are client-centric, intellectually curious, and committed to continuous improvement. With over 15 years in business, we are excited to welcome a Financial Advisor who shares our passion for dedication to our clients and to continuous improvement as a trusted steward of their financial success.

The Financial Advisor role is a full-time, salaried position with a competitive benefits package, performance-based growth opportunities, and the potential opportunity to earn equity based on contribution to the firm's success.

The attributes that we are looking for in a teammate include:

• A client-first mindset with a strong commitment to fiduciary responsibility.
• A service-oriented approach, with the flexibility to adapt to each client's unique needs and communication style.
• Strong written and verbal communication skills.
• A collaborative spirit and ability to work effectively within a team structure.
• Intellectual curiosity and desire for continuous learning and professional growth.
• Strong organizational skills and ability to work efficiently.
• Comfort with technology and an interest in leveraging tools to improve client outcomes.
• Integrity, accountability, and commitment to doing things the right way.

As a Financial Advisor you can expect to:

• Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.
• Build and maintain strong client relationships, ultimately serving as primary point of contact.
• Lead client meetings, communications, and implementation of financial advice as you grow in the role.
• Coordinate all aspects of the financial planning process in partnership with your team.
• Develop and deliver comprehensive financial plans tailored to each client's unique situation.
• Mentor and support associate advisors as part of a cohesive team.
• Contribute to firm-wide collaboration by working with all members of the Old Peak team.
• Dedicate approximately 80-90% of your time to client service and 10-20% to firm growth and business development.
• Progress into a lead advisor role managing 35-50 client relationships, depending on complexity.
• Continue your professional development with the goal of advancing into a senior advisor role or another leadership path within the firm.
• Partner with your advisor team to prepare for client meetings and gain a deep understanding of client needs.
• Attend all client meetings and participate in post- meeting debriefs.
• Assist in the creation and development of financial plans.
• Shadow advisors on investment recommendations, portfolio rebalancing, and quarterly reporting.
• Work alongside the portfolio manager while building expertise regarding our investment principles
• Participate in team meetings and ongoing training sessions with internal and external experts.
• Meet regularly with the Senior Advisor to review progress and identify growth opportunities.
• Develop proficiency in financial planning, CRM, and document management tools.
• Learn and apply the firm's investment philosophy.
• Gain exposure to key planning areas, including estate planning, equity compensation, tax
• planning, and insurance.
• Build and demonstrate confidence in delivering the firm's value proposition and service offering.

Qualifications for this role include:

• Bachelor's degree required.
• CFP designation required.
• 5+ years of experience in financial planning.
• Strong communication and writing skills.
• Demonstrated ability to build relationships and deliver client-focused solutions.
• Comfort with financial technology and planning tools.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!