Wealth Management Advisor

About Counterweight Private Wealth

Counterweight Private Wealth is a fee-only fiduciary specializing in retirement planning, tax planning, and wealth management for high-net-worth individuals and families. We are based out of Raleigh, NC, with clients throughout the US.

As an independent boutique firm, we provide a high-end, personalized advisory experience to successful late-career professionals, executives, and business owners – guiding them through life’s most significant financial transitions.

The Role

As a boutique firm, we intentionally maintain a select number of high-end households so that we can provide a deep and robust wealth management and tax planning experience.

Our firm continues to grow, and we consistently turn down prospective clients who fall below our current AUM minimum of $2MM. As a result, we have decided to hire a talented and experienced advisor to launch a new service tier, and therefore serve clients with investable assets ranging from $750K to $1.5MM.

As a Wealth Advisor at Counterweight, you will manage the entire client relationship from discovery through ongoing planning. Following our proven process, you will deliver sophisticated financial and wealth planning advice while building lasting trust. You will work closely with our operations and executive team to ensure every client receives a seamlessly integrated experience.

This is an opportunity to do meaningful, high-impact work within a collaborative and values-driven firm.

What You'll Do

• Lead comprehensive financial planning engagements, including retirement, cash flow, debt, tax planning, and estate planning
• Develop and present Counterweight’s portfolio investment strategies aligned with each client's goals, risk tolerance, and time horizon
• Analyze tax planning opportunities and coordinate with clients' CPAs and estate attorneys as needed
• Guide clients through Social Security optimization, insurance reviews, and legacy planning
• Build and deepen client relationships through proactive communication and exceptional service
• Identify and develop new client relationships through your professional network and community involvement
• Collaborate with internal team members to continuously refine and improve our planning processes
• Stay current on regulatory changes, tax law updates, and evolving planning strategies
• Contribute to firm-wide initiatives and play an active role in shaping our culture and growth

Who You Are

• A seasoned financial planner with a minimum of 5 years of experience, preferably at an RIA
• A CFP® professional in good standing
• Deeply knowledgeable across the full spectrum of financial planning disciplines
• An exceptional communicator, someone who can translate complex concepts into clear, actionable guidance
• Client-obsessed, with a track record of delivering white-glove service
• Highly organized and process-oriented; you close the loop and finish what you start
• Comfortable operating independently in a remote environment while remaining a committed team contributor
• Genuinely curious, coachable, and committed to your own professional development
• Honest, empathetic, and direct — you do right by clients even when it's difficult
• Bonus: An established book of business with clients who trust you and are open to transitioning with you to a new firm is a meaningful advantage, though not required.

Compensation & Benefits

• Base salary and payout (negotiable based on experience and potential incoming AUM)
• Employer-matched 401(k)
• Health benefits
• Paid time off
• Equipment provided; reliable home internet required
• Ongoing training and professional development support

This is a full-time remote position with in-person meeting availability several times per year. Someone in the Raleigh-Durham area is preferred, though not required. Core hours align with Eastern Time.

How to Apply

Send your resume and a cover letter to info@counterweightpw.com. In your cover letter, please address:

• Your financial planning background
• What drew you to this profession
• The responsibilities of your current Financial Advisory position
• An overview of your current client base, including typical client profile and AUM range

Please apply via email only.

We look forward to learning more about you.

Counterweight Private Wealth is an equal opportunity employer.