We Are Always Looking for the Right People

Abiding Wealth Advisors are different from other financial advisors because we define wealth differently. We are as concerned with each client’s long-term legacy as we are with their short-term goals. And for us, how we conduct ourselves in helping them achieve their goals is as important as what we ultimately accomplish in our work with them.

If you are the kind of person who puts your clients’ interests before your own, and you hold yourself to the highest ethical and quality standards, you might have what it takes to become an Abiding Wealth Advisor.

What We Offer

At Abiding Wealth Advisors, we offer a positive, collaborative team environment focused on excellence, service, continuing education and ongoing professional development, plus the tools, support and encouragement to help you be the best you can be.

  • Use Our Tools & Technology

    We offer a full suite of tools, technology and resources to help you land and deliver outstanding service to your clients, including our CRM, financial planning software and growing library of calculators, presentations and other resources.

  • Build Your Personal Brand

    Showcase your knowledge on our site, teach courses, speak to groups or the media about your areas of expertise, and share news of your achievements and activities with the world. Your success is our success, and our marketing team is here to help you!

  • Tap Into the Power of Our Team

    Put the knowledge and synergy of our team to work for you and your clients, and share your expertise with us. We frequently brainstorm together to develop cross-disciplinary solutions for our clients, and we are here to help, advise and learn from you.

Our Team Motto: “Work Hard, Laugh Often”

Crunching numbers and cracking up don’t have to be mutually exclusive. Working with great people toward a shared vision that improves the lives of others creates a close bond; finding joy and humor in everyday moments makes our lives happier and our work better.

Randy and Franklin
Jared at work
Shane, Rudy and Brian
Shane and Franklin

Current Openings

Bring your best and come grow with us!

  • Abiding Wealth Advisor - Charlotte, NC

    We are seeking experienced Wealth Managers / Financial Advisors to become Abiding Wealth Advisors and provide financial consultation and planning services to individuals, families and businesses in the Greater Charlotte area.

    Responsibilities

    Your primary responsibilities as an Abiding Wealth Advisor are simple:

    • Take excellent care of your clients
    • Always put their best interests first, even before your own
    • Maintain the highest ethical standards without exception
    • Consult on/assist in the care of the firm’s other clients when your expertise is needed
    • Acquire new clients using ethical methods and approved materials
    • Take excellent care of them, too

    Beyond client service and meeting ethical standards, there are a few other things you need to do:

    • Meet all FINRA, SEC and other regulatory / compliance requirements
    • Attend one face-to-face compliance meeting per year at an approved Crown Capital location
    • Keep your clients’ Investment Policy Statements and other information updated in our systems
    • Track all sales and prospecting activities in our CRM religiously, keep us updated on your progress and meet your productivity goals
    • Market yourself and the firm (get compliance approval first) and support any marketing activities the firm initiates
    • Stay at the top of your game by attending training periodically, so you continue to learn and grow as a professional, add new relevant knowledge / skills / techniques and stay up-to-date on industry developments and regulatory changes
    • Fill out all forms as accurately and completely as possible (we don’t like paperwork either, but we have to do ours, so you have to do yours)

    Qualifications

    Here are some of the qualifications we look for when choosing a new Abiding Wealth Advisor:

    • Series 7 required
    • Existing client base preferred
    • Bachelor’s degree and advanced financial designations preferred, big bonus points for graduate degrees
    • Impeccable record with FINRA and the SEC
    • Professional and personable demeanor (and a good sense of humor wouldn’t hurt, either)
    • A history of community / volunteer service and/or support for charitable causes
    • Drive to succeed and a willingness to put yourself out there and build your personal brand with the public
    • Bloggers on financial planning topics welcome– if you’re not a writer, our marketing team will help with topic ideas and even with the writing if you provide your unique point of view and some bullet points.
    • High ethical standards and a reputation for integrity– we’re looking for people who do the right thing because it’s the right thing to do.
    • Strong track record of client satisfaction demonstrated by a high retention and referral rate– if your clients stay with you and bring others to you, it’s a sign you are doing client service right.
    • Evidence of multi-disciplinary knowledge strategically applied to solve client problems is a big plus– we specialize in finding creative cross-disciplinary solutions, so if you’re already wired to think across different disciplines and outside the box, you’ll fit right in.
    • Results with data speak volumes, so be prepared to discuss the details of your successes– we want to hear all about the great things you have achieved for your clients and how you did it!

  • Abiding Wealth Advisor - Pinehurst, NC

    We are seeking experienced Wealth Managers / Financial Advisors to become Abiding Wealth Advisors and provide financial consultation and planning services to individuals, families and businesses in the Pinehurst area.

    Responsibilities

    Your primary responsibilities as an Abiding Wealth Advisor are simple:

    • Take excellent care of your clients
    • Always put their best interests first, even before your own
    • Maintain the highest ethical standards without exception
    • Consult on/assist in the care of the firm’s other clients when your expertise is needed
    • Acquire new clients using ethical methods and approved materials
    • Take excellent care of them, too

    Beyond client service and meeting ethical standards, there are a few other things you need to do:

    • Meet all FINRA, SEC and other regulatory / compliance requirements
    • Attend one face-to-face compliance meeting per year at an approved Crown Capital location
    • Keep your clients’ Investment Policy Statements and other information updated in our systems
    • Track all sales and prospecting activities in our CRM religiously, keep us updated on your progress and meet your productivity goals
    • Market yourself and the firm (get compliance approval first) and support any marketing activities the firm initiates
    • Stay at the top of your game by attending training periodically, so you continue to learn and grow as a professional, add new relevant knowledge / skills / techniques and stay up-to-date on industry developments and regulatory changes
    • Fill out all forms as accurately and completely as possible (we don’t like paperwork either, but we have to do ours, so you have to do yours)

    Qualifications

    Here are some of the qualifications we look for when choosing a new Abiding Wealth Advisor:

    • Series 7 required
    • Existing client base preferred
    • Bachelor’s degree and advanced financial designations preferred, big bonus points for graduate degrees
    • Impeccable record with FINRA and the SEC
    • Professional and personable demeanor (and a good sense of humor wouldn’t hurt, either)
    • A history of community / volunteer service and/or support for charitable causes
    • Drive to succeed and a willingness to put yourself out there and build your personal brand with the public
    • Bloggers on financial planning topics welcome– if you’re not a writer, our marketing team will help with topic ideas and even with the writing if you provide your unique point of view and some bullet points.
    • High ethical standards and a reputation for integrity– we’re looking for people who do the right thing because it’s the right thing to do.
    • Strong track record of client satisfaction demonstrated by a high retention and referral rate– if your clients stay with you and bring others to you, it’s a sign you are doing client service right.
    • Evidence of multi-disciplinary knowledge strategically applied to solve client problems is a big plus– we specialize in finding creative cross-disciplinary solutions, so if you’re already wired to think across different disciplines and outside the box, you’ll fit right in.
    • Results with data speak volumes, so be prepared to discuss the details of your successes– we want to hear all about the great things you have achieved for your clients and how you did it!

Apply to Join Our Team

Before applying, please review our mission, vision and values— those aren’t just words, they are how we live and serve our clients and our community every single day.

If you share our values and think you would be a good fit for our firm, we encourage you to apply below. We look forward to learning more about you!

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