Associate Advisor

Associate Advisor Greenwood Capital Associates | Greenwood, SC (onsite)

Organizational Overview

Greenwood Capital, a Registered Investment Advisor, provides a complete wealth management experience through a holistic approach to financial planning and investment management. GCA Wealth, a division of Greenwood Capital, provides a complete wealth management experience through a holistic approach to financial planning and investment management. As we are focused on meeting our clients' needs now and for the future, we work strategically and collaboratively with their other Advisers in implementing client comprehensive financial plans. Learn more at .

What We're Looking For

The role of an Associate Advisor at Greenwood Capital is to work within our "Diamond Team" structure with both internal and external responsibilities. Internally the Associate Advisor will work within the team structure, supporting the Private Client Advisors and Senior Private Client Advisor in monitoring team client accounts, assisting with Financial Planning data input and delivery, and working with the team in maintaining accurate client notes in the CRM system. The Associate Advisor is responsible for attending client meetings with the other Private Client Advisors and assist in maintaining and growing client relationships, provide follow-up tasks, input notes, etc.

What You Can Expect

• Advisor Support - collaborate with the Diamond Team to provide a quality client experience by supporting the Adviser in exceeding client servicing and new business development goals. Responsibilities include :

Administrative support such as managing appointments, schedules, and correspondence, including scheduling client reviews, prospect appointments, and follow-up commitments; preparing presentations, reports, proposals, and other materials, ensuring completeness and accuracy.

Work with the Private Client team to collect and input data on financial planning clients. Assist Financial Advisors in analyzing prospect and client financial positions, understanding investment styles, vehicles, and tax positions.

Serving as a liaison between clients, Advisors, and the Client Service Team, utilizing available resources efficiently and accurately to assist clients and responding timely. This may include coordinating client distribution requests, helping facilitate cash movements within accounts, etc.

Work with Client Service Team to coordinate electronic paperwork for opening new accounts, products, and services within the Private Client Group.

Education, Experience and Certifications :

Abilities and Skills

Greenwood Capital offers a competitive salary, an exceptional qualified retirement plan, paid time off plan, and a full range of insurance benefits including health, dental, and vision.

If you believe you have the skills and qualifications to be an integral part of our firm, consider a career with Greenwood Capital, where our personal approach to a global investment perspective has been the key to our success. This is the place where you can truly expand your career potential with an organization that embraces growth, associate engagement, and an associate-friendly environment. This is a full-time position in a smoke and drug-free workplace. Compensation is commensurate with experience, education, and level of expertise.

About Greenwood Capital Associates

Our Mission : To Serve Our Clients, Our Communities, and Our Associates

Greenwood Capital is a 40-year, investment advisory firm registered with the Securities and Exchange Commission, headquartered in SC, with more than $1.3 billion in assets under management. Greenwood Capital is an affiliate of Countybank as of 2008. In 2017, Greenwood Capital expanded its Greenville, SC operation to a dedicated office in the Countybank building on McBee Avenue in downtown Greenville, and in 2018, Greenwood Capital relocated its corporate office to 425 Main Street in Greenwood, SC.

How We Give Back

The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational, and cultural programs, including the establishment of several college scholarships and endowments.

In addition to the Foundation's contributions, Countybank and Greenwood Capital employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank and Greenwood Capital volunteer with local charitable and civic organizations.

Learn More

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