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We are always looking for great team members, especially in the financial advisor and administration areas.

We post new openings both here and on Linkedin, so check back with us often.

If you interested in applying for a position listed you can send a cover letter and resume to Blair Thompson.


Director of
Client Services

posted 12/15/2022

We are seeking a detail oriented, knowledgeable and experienced client service, operational and administrative processes manager. This person would ideally be experienced with custodians like Charles Schwab, Interactive Brokers, Redtail CRM or other financial services software and custodian bank interfaces. Private Banking, lending and work with secure money movements such as wires, ACH's and payments is definitely a plus.

This position has office space available in Charlotte or can be done mostly or all remotely for the right candidate. Additionally, it can start as part time and then evolve into full time or for an experienced candidate that is looking for more growth and transitioning from a less flexible corporate environment. 

This position does not require securities licenses, but basic experience and knowledge of investment terms, trusts, entities, and various account titling differences is certainly desired.

Experienced Financial Advisor or Private Banker

We are seeking detail oriented, knowledgeable and experienced financial advisors or teams with a proven track record, high integrity and great client relationships.  We are known for our responsive, sophisticated and customized can do attitude. If you are interested in leveraging this unique platform and team, please email or call us to have a conversation.

Series 65 licenses are a requirement for this role.

posted 12/15/2022

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