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Senior Wealth Advisor
Senior Wealth AdvisorGlassy Mountain Advisors, Inc. • Charlotte, NC, US
Senior Wealth Advisor

Senior Wealth Advisor

Glassy Mountain Advisors, Inc. • Charlotte, NC, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

About the job

Senior Leadership Opportunity at Growing RIA

We're looking for a CFP with 10+ years of experience to join the leadership team at Glassy Mountain Advisors, a $370M wealth management firm. This isn't just an advisor role—you'll lead our financial planning practice, shape firm strategy, and have equity opportunity as we grow.

We're flexible :  We can hire you as a senior advisor, support your book transition, or explore the acquisition of your practice. We want to find what works for your situation.

About Glassy Mountain Advisors

Founded in 2021, we're a growing firm specializing in investment management and financial planning for individuals and families. We stand out through our whole-family planning approach—working across generations to create lasting relationships that extend beyond a single client. We combine deep personal relationships with strong technology to deliver an outstanding client experience.

The Role

As Senior Wealth Advisor, you'll be a trusted partner guiding clients through financial decisions while playing a key leadership role in the firm.

Client work :

  • Assess financial needs and determine investment objectives, risk tolerance, and asset allocation
  • Manage investment portfolios in coordination with our portfolio management team
  • Provide comprehensive financial planning, collaborating with clients' CPAs and estate planning attorneys
  • Communicate regularly through meetings, calls, and email
  • Conduct regular reviews to track progress toward goals

Leadership responsibilities :

  • Lead the firm's financial planning business with a whole-family lens
  • Source new client relationships and expand into new markets
  • Serve as our expert on financial planning topics, industry trends, and software (MoneyGuide)
  • Participate in leadership-level decisions as a core team member
  • Manage and mentor Relationship Managers
  • Prepare and deliver client seminars
  • Contribute to monthly blog posts on financial planning topics
  • Drive cross-functional projects that influence firm growth and client experience

    • What You Need

  • CFP Designation required
  • Series 65 or 66 license
  • 10+ years of industry experience
  • Track record in revenue growth through asset consolidations and new client development
  • Strong proficiency with financial platforms (Fidelity / Schwab Institutional, Wealthbox, Black Diamond, MoneyGuide)
  • Strong organizational, time management, and communication skills
  • Ability to thrive in a team environment
  • Book of business preferred but not required

    • What You Get

  • Equity opportunity :  Build ownership in a growing firm as a leadership team member.
  • Flexible structure :  We're open to hiring you, supporting your book transition, or acquiring your practice.
  • Real leadership influence :  Shape firm strategy, client experience, and operations. You'll help determine where we go, not just execute someone else's plan.
  • Strong compensation :  Commensurate with experience and structure.
  • Solid tech stack :  MoneyGuide, Black Diamond, Wealthbox, Fidelity / Schwab platforms—tools that make your job easier and the client experience better.
  • Hybrid setup :  Work remotely three days per week, in the office two days.
  • Collaborative culture :  Mentor others and contribute to something bigger than individual client service.

    • Our Values

    We're guided by integrity, innovation, technology, collaboration, flexibility, and community. Our mission is helping clients achieve peace of mind and fulfillment through lifelong financial guidance.

    Glassy Mountain Advisors is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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