Lead Adviser

ABOUT VERUMVerum Partners is a fee-only independent advisory firm located in Charlotte, NC. Our collaborative, team-based model provides a sophisticated and approachable wealth management experience. At Verum, our mission is to improve lives - we know this starts with our people. We are intentional about creating opportunities to lead, to collaborate, to learn, to grow, and to find purpose in our work together.WHO WOULD BE A GOOD FIT?Strongly represents Verum's five values: Reliability, Effective Communication, Awareness, Continuous Improvement, ThoughtfulnessPositive attitude and strong communication skillsDetail-oriented, self-starter, and able to manage multiple projects at onceEnergy and excitement around joining a fast-growing, fee-only wealth management practice and being a part of a high-functioning teamDUTIES & RESPONSIBILITIES At Verum, we operate in an ensemble structure. Our advisory teams are organized into Diamond Teams, which include a senior adviser, two lead advisers, and an associate adviser. Operations, financial planning and investments make up our centralized client service team, who together support clients across all Diamonds. Your role as a lead adviser will include the following:Serve as lead adviser and main contact for 25-50 clients, managing $500K-$1M in revenueResponsible for the management and retention of your designated clientsAbility to focus 10-20% of time on business development, generating 2-4 new clients each yearAssist Senior Advisers as the co-adviser on larger, more complex client relationshipsServe as a member on Financial Planning Committee or Investment Committee, and generate 2-4 pieces of content per year in area of expertiseDesire to participate in community events and represent Verum at sponsored professional eventsBecome proficient in Verum's technology stack and processes as it relates to client service, financial planning, and investment deliverablesEXPERIENCE & EXPECTATIONS5+ years of experience in an advisory role, 2+ years leading client relationshipsExperience working on a team and providing support to high net worth clientsHolds one of the following designations: CFP, CPA, CFA, or Pertinent Masters DegreeAbility to prep for and lead multiple client meetings a weekDesire for continuing education in support of designation and mentoring associate advisersCOMPENSATION & BENEFITSBase salary of $120-$165k, based on experience. Annual variable bonus based on performance, client retention, and practice growth. Eligible for New Business Bonus ProgramSafe Harbor 401(k) plan, health/dental/vision insurance, life and disability insurance, DC FSAUnlimited vacation and sick leave, and paid parental leaveVerum Community Partnership Program with annual gift matchingEmployee Advisory ProgramCompany support for continuing education, additional designations, and conference attendanceHybrid or "flex" work environment

Created: 2026-05-09