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 :
- Providing financial advice to clients
- Developing and implementing financial plans
- Managing client assets
- Providing ongoing support to clients
Qualifications for the position include :
- Bachelor's degree in finance or a related field
- CFP® certification preferred
- 5+ years of experience in the financial services industry
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
For more information contact :
Ben Dollar
Wellspring
843)609-7584
Financial Advisor - Charleston, SC
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 g...
Entry Level Financial Advisor - Sales (Charleston SC & surrounding areas)
At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. Our team will guide an individuals drive into a thriving and purposeful financial advisory practice. Securities, financial pla...
Financial Services Representative - Charleston, SC
Financial Services Representative. Have a passion for helping people? Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face ...
Senior Wealth Advisor, Charleston, SC
We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a Sen...
Experienced Financial Advisor - Sales (Charleston SC & surrounding areas)
Stone Press Financial Group is looking to align with an Experienced Financial Advisor to join our team. You will spend your day talking to clients about their financial objectives and risk tolerance and then recommend an appropriate financial strategy. Responsibilities: Talking to clients to determi...
Entry-Level Financial Advisor
Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients w...
Entry Level Financial Advisor - Sales (Charleston SC & surrounding areas)
At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. Our team will guide an individuals drive into a thriving and purposeful financial advisory practice. Securities, financial pla...
Financial Professional Advisor
Are you a Licensed Financial Advisor looking to make a significant impact? Join New York Life - Charleston in Charleston, SC, US, a trusted leader in financial planning. As a Licensed Financial Advisor with us, you will have the opportunity to help clients achieve their financial goals, build lastin...
Financial Advisor - North Charleston
Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Financial Group (NFFG) and subsidiaries, or incumbent financial firms. To provide basic financial consulting services t...
Senior Wealth Advisor, Charleston, SC
We hire top advisors with existing books of business and supercharge their growth with our proprietary software that streamlines CRM, operations, compliance, client service, marketing, and lead generation, allowing advisors to scale efficiently while delivering a superior client experience. As a Sen...