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Financial Advisor - Charleston, SC
Financial Advisor - Charleston, SCThe Provider Finder • Charleston, SC, US
Financial Advisor - Charleston, SC

Financial Advisor - Charleston, SC

The Provider Finder • Charleston, SC, US
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  • [job_card.full_time]
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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

    The Provider Finder

    (843)609-7584

    ben@theproviderfinder.com

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