Advisory
Full-time
Raleigh, NC

Financial Advisor

Fortress Financial Partners puts advisors first - free from private equity and corporate distractions. We invest in you, providing cutting-edge tools and a collaborative team to serve clients seamlessly. Deliver comprehensive solutions in investments, taxes, insurance, and estate planning with the freedom to make an impact.

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At Fortress Financial Partners, we’re a client-centered, advisor-driven firm, unburdened by private equity or public shareholders. Our focus is simple: empowering you to serve clients wherever they need us, without distractions. We invest back into our difference-makers—advisors like you who meet with clients, craft tailored solutions, and transform lives. With cutting-edge tools, a collaborative team, and the freedom to deliver comprehensive services—investments, taxes, insurance, and estate planning—you’ll thrive in a firm that values your impact over corporate agendas. Ready to make a difference? Join us.

What you'll do

As a Financial Advisor, you will guide clients in making informed financial decisions to achieve their short- and long-term goals. You’ll provide expert advice on investments, retirement planning, and wealth management strategies.

  • Assess clients' financial situations and create personalized financial plans.
  • Recommend investment strategies, insurance solutions, and tax-efficient approaches.
  • Stay informed on market trends and regulatory changes to offer the best advice.

What you'll bring

We’re looking for a trusted advisor with strong financial acumen and excellent interpersonal skills. Your ability to simplify complex financial concepts will help clients feel confident in their decisions.

  • 3+ years of experience in financial advising, wealth management, or a related field.
  • Certification such as CFP, CFA, or relevant financial credentials is a plus.
  • Strong communication and relationship-building skills.

What you'll get

Be part of a company that values client-first financial planning. We provide the tools, support, and opportunities you need to thrive in your career.

  • Competitive salary with performance-based incentives.
  • Opportunities for professional growth and industry certifications.
  • A supportive and collaborative work environment.
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