Financial Advisor
Financial Planner Recruiting, LLCSouth Carolina, United States
Posted December 11, 2025
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth‑management firms, sourcing both emerging and seasoned financial planners who align with each firm's culture and growth objectives. Leveraging deep industry knowledge and a rigorous vetting process, the firm identifies top talent across the independent advisor market and presents candidates ready for immediate impact. Its distinctive value lies in a tailored approach that balances rigorous screening with a personalized partnership, ensuring a seamless match between advisors and firms. By managing the entire hiring journey—from talent acquisition to onboarding—Financial Planner Recruiting reduces time‑to‑hire and enhances retention for independent wealth‑management practices. The result is a pipeline of high‑potential advisors who are primed to contribute to their firms' success.
Job Description
Our client is a boutique RIA seeking an experienced Certified Financial Planner (CFP) with 3-5 years of experience to join our team.
Requirements
- CFP certification required
- 3-5 years of experience in financial planning or wealth management
- Strong knowledge of investment products, tax laws, and financial planning software
- Excellent communication and client relationship management skills
- Ability to analyze complex financial data and present clear recommendations
Benefits
- Competitive salary, commensurate with experience plus performance-based incentives
- Health insurance
- 401k with match
- Professional development and continuing education opportunities
- Supportive and collaborative work environment