Financial Advisor - Independent Office

Job Description

Job Description

Financial Advisor - Charleston, SC

We are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals.

About the Firm :

• Independent Wealth Management team with a focus on holistic financial planning, portfolio management, 401(k) advisory and institutional portfolio management.
• Benefit from the ability to build and manage your own book of business while having a young but experienced group of financial professionals to collaborate with and share ideas.
• Turn key solution, branding, website, administration, compliance all a part of the package
• Operate underneath the Roadstead Capital brand but have the backing of two of the largest investment companies in Fidelity and Osaic Wealth for custody and compliance.
• Competitive payout and significant sign-on bonus potential for advisors with existing books of business.

Responsibilities of the position include :

Qualifications for the position include :

For more information contact :

Ben Dollar

The Provider Finder

(843)609-7584

ben@theproviderfinder.com