About this role
Lead Advisor at Hilltop Wealth Advisors, LLC. Location: Chapel Hill, North Carolina, United States. Role: lead meetings, develop plans, coordinate with advisors Requirements: Experienced financial advisor with 6-10+ years in wealth planning; strong client relationship, planning, and leadership skills; CFP, Series 65, Bachelor’s degree; ability to close new business and mentor. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, Holistiplan, Nitrogen Certifications: certified financial planner (cfp), series 65 Commitment: Full Time Workplace: Hybrid Languages: English