Experienced Financial Advisor

Job Summary

Career Headhunter LLC is seeking an Experienced Financial Advisor for a remote/hybrid role based in High Point, Guilford County, US. This position offers a base salary of $94,022.93 plus uncapped commissions.

Key Responsibilities

• Provide comprehensive financial planning services, including retirement, estate, insurance, and tax strategies.
• Develop and maintain client relationships, delivering a client‑first experience.
• Conduct financial analyses, prepare reports, and present recommendations.
• Collaborate with the Wisepath Financial Group team to integrate holistic solutions.
• Stay current with regulatory changes and industry best practices.

Requirements

• Current CPA license (required).
• Minimum 3 years of experience as a financial advisor or similar role.
• Strong knowledge of financial planning, tax, and insurance products.
• Excellent communication and interpersonal skills.
• Self‑motivated with a results‑driven mindset.

Compensation & Benefits

• Base salary: $94,022.93 per year.
• Uncapped commission structure.
• Remote or hybrid work options.
• Professional development and continuing education support.

How to Apply

Submit your resume and a cover letter highlighting your CPA credentials and advisory experience through the Career Headhunter LLC portal.

Frequently Asked Questions

Do I need to be a CPA to apply?

Yes, a current CPA license is required for this position.

Is the role fully remote?

The position offers remote work with hybrid options available as needed.

What is the compensation structure?

The role provides a base salary of $94,022.93 plus uncapped commissions.