Director of First Impressions - Wilmington, NC

Carolina Retirement Planners is an established boutique wealth management firm based in Wilmington, NC. Known for its fast growth and values-driven approach, the firm specializes in offering personalized financial advice focused on retirement planning for retirees and pre-retirees. Carolina Retirement Planners is committed to creating lifelong relationships with its clients and helping them pursue their best retirement through tailored strategies and attentive service. The company thrives on a set of core values that shape its operations and client interactions, including Respect the Family, Extreme Ownership, Best Interest, Elite Experience, and Endless Evolution. These values emphasize putting people first, acting responsibly and ethically, always prioritizing clients' interests, delivering superior service at every point, and continuously improving through learning.

The role of Director of First Impressions at Carolina Retirement Planners is a crucial position that embodies the firm’s dedication to client care and professionalism. As the initial point of contact, the person in this role becomes the welcoming face and voice that sets the tone for the client experience. Located in Wilmington, this position requires a warm, professional demeanor to greet clients and visitors, ensuring they feel valued and comfortable from the moment they enter the office or speak on the phone. The Director of First Impressions is instrumental in maintaining a smooth and organized office environment that supports the broader mission of helping families achieve their retirement goals.

This full-time, in-office position offers a competitive pay range of $20 to $23 per hour, commensurate with experience, which reflects the company's commitment to rewarding high-quality work and dedication. Working hours are Monday 7am to 5pm, Tuesday through Thursday 8:30am to 5pm, and Friday 8:30am to 4pm, with occasional evenings required for client events. Beyond the basic job functions, this role integrates various important administrative and hospitality duties such as answering calls, managing communications, preparing meeting spaces, handling mail, and maintaining office systems and supplies. Proficiency with CRM tools, specifically Redtail, is essential to ensure accurate data management and to support client relationship initiatives.

In addition to the operational responsibilities, the Director of First Impressions plays a supportive role by assisting other team members and contributing to special projects, reinforcing a collaborative office culture. The firm values strong organizational skills, attention to detail, and a capacity to manage multiple priorities in a fast-paced environment while upholding confidentiality and ethical standards, particularly when dealing with sensitive client information and financial matters.

Carolina Retirement Planners fosters a positive workplace atmosphere that encourages continuous learning and adaptation, enabling employees to thrive professionally and personally. Employees enjoy a range of benefits including employer-paid life and health insurance, dental and vision insurance after 90 days, 401K with match, paid holidays, vacation time, sick leave, paid continuing education and licensing support, and a dog-friendly office environment. The organization’s commitment to employee wellbeing is further demonstrated through perks such as employer-paid YMCA membership and half-day summer Fridays, contributing to a balanced work-life environment.

For candidates looking to join a values-driven financial planning firm that prioritizes client relationships and team collaboration, the Director of First Impressions position at Carolina Retirement Planners offers an engaging and meaningful career opportunity in Wilmington, NC.