Job Description

Job Description

Job Description

JOB DESCRIPTION OVERVIEW

Hilltop Wealth Advisors is growing, and we’re looking for a servicing-focused Lead Advisor to join our team and directly support our CEO and President in delivering an elevated, world-class client experience. This role is ideal for an advisor who thrives in partnership—someone who loves client relationships, excels in preparation and follow-through, and finds fulfillment in making meetings, plans, and experiences seamless and exceptional.

This advisor does not need to bring a book of business, but you should be able to close new business with existing clients and promote referrals. Your primary value will come from your skill, presence, technical depth, and ability to strengthen Hilltop’s capacity to serve more families with excellence.

If you have an area of specialty—investments, tax planning, trusts & estates, charitable planning, retirement income strategies—that enhances Hilltop’s growing expertise, even better.

At Hilltop, we lead with our three core values:

Humble Steward – We honor the legacy entrusted to us by our founders, serving with humility, making decisions with integrity, and carrying our responsibility with gratitude and care.

Hungry Learner - We pursue mastery with curiosity, growing personally and professionally.

Better Together - We succeed through shared goals, collaboration, and unified effort.

Typical responsibilities include:

• Focused support and second chair duties in client meetings with an ability to add value to the conversation while gathering data and action items for follow-up
• Coordinate with Senior Advisors in the development and preparation of clients’ financial plans, developing recommendations and solutions in the best interest of the client and ensuring those plans are executed
• Communicate with clients by understanding the needs, objectives, goals, concerns and translating those into an actionable and disciplined plan
• Coordinate with client’s other advisors (attorney, CPA, etc.) and other external sources to carry out the goals of client service
• Provide client follow-up and engagement with clients, pre and post meeting, as well as other needs and communications as they arise
• Prepare and communicate recommendations for client financial plans, including entering data and running reports using financial planning software
• Prepare and communicate recommendations on client investments
• Assist with client communications, such as the writing of newsletters and economic reports
• Delegate non-advisory follow-up work to client service team

Typical skills and knowledge requirements: 

• Extensive experience advising high-net-worth families on comprehensive financial planning, investment strategies, estate, tax, cash flow planning, and philanthropy.
• Knowledge of investment advisory compliance and regulations
• Excellent communication skills (verbal, written, empathy, and listening)
• Demonstrates personal integrity and honesty
• Ability to deal with stress in an ever-changing investment market and financial transitions of clients
• Excellent time management and strong organizational skills
• Ability to prioritize multiple tasks and anticipate potential problems
• Familiarity with tools such as, eMoney, Holistiplan, and Nitrogen.
• Proven ability to mentor, manage, and coach team members

Experience and Education requirements:

• 6-10+ years of experience in financial advisory services, including client relationship management, business development, and wealth planning.
• A bachelor’s degree,
• Certified Financial Planner CFP®
• Series 65
• Desire to work directly with clients
• Ability to give recommendations to clients
• Strong self-leadership skills (i.e. emotional and mental health)
• Strong technology capabilities (i.e. learn to use software easily)
• Experience working with various custodial platforms

Job Type : Full-time, salaried non-exempt
Location : Based in Chapel Hill, North Carolina. This position is primarily in-office, with some flexibility for work-from-home days.
Salary : Base: $110,000 – 175,000 + up to $50k in bonuses.

Please submit your cover letter and resume detailing your demonstrated success in wealth management when applying. Kindly describe how our core values align with your own. Our firm provides a competitive salary, a team-based revenue bonus plan, structured career tracks—including a defined path toward equity partnership—comprehensive medical, dental, vision, and life insurance benefits, 401(k) with matching contribution, generous paid time off, volunteer time off, a flexible work-from-home policy (up to five days per month, with Monday and Thursday designated for in-office collaboration), and ongoing educational reimbursement opportunities.

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