Financial Advisor - Independent Office
The Provider FinderCharleston, South Carolina, United States
Posted September 23, 2024
Full Time
About the Company
Independent Wealth Management team with a focus on holistic financial planning, portfolio management, 401(k) advisory and institutional portfolio management.
Job Description
We are looking for a full-time Financial Advisor to join our team in Charleston, SC, with a strong understanding of wealth management and financial planning.
Requirements
- 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
Benefits
- Competitive payout
- Significant sign-on bonus potential for advisors with existing books of business
