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Financial Planner

Financial Planner

Oxford SolutionsGreenville, SC, United States
2 days ago
Job type
  • Full-time
Job description

Base + Commission

Oxford Solutions is partnering with a client seeking an experienced Financial Planner to join their wealth management team. We're looking for someone who can hit the ground running - an established professional who thrives on relationship management and delivering exceptional client service.

Responsibilities

  • Manage and grow an existing portfolio of private client relationships.
  • Guide clients through wealth management decisions, providing tailored financial planning and investment advice.
  • Independently handle account reviews, maintenance, and follow-ups to ensure client satisfaction and retention.
  • Develop comprehensive financial plans addressing retirement, cash flow, education, risk management, and other long-term goals using planning software such as MoneyGuidePro.
  • Recommend and execute investment strategies including ETFs and individual equities.
  • Collaborate with external professionals such as attorneys, accountants, and insurance advisors to ensure holistic financial guidance.
  • Maintain detailed client information and activities using CRM systems

Qualifications

  • Bachelor's degree required; advanced degree (MBA, J.D., Ph.D.) or professional designation (CFP, CFA) preferred.
  • Series 65 license or Certified Financial Planner (CFP) required.
  • 3-5+ years of experience in wealth management, financial planning, private banking, or investment advisory.
  • Proven experience selling ETFs or individual stocks.
  • Prior management of direct client relationships, ideally with 50+ households.
  • Strong knowledge of investment strategies, wealth management principles, and financial planning tools.
  • Excellent interpersonal, communication, and organizational skills.
  • Entrepreneurial drive with the ability to build trust and long-term client relationships.

    • Financial Planner - 25-00730

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    Financial Planner • Greenville, SC, United States

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