Associate Financial Advisor

ArisGarde; Charleston (SC); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Paid time off

Continuing education support

CFP education, examination, and PD

Job summary

ArisGarde, an independent wealth management firm headquartered in Charleston, SC, seeks a skilled wealth advisor to advance from a solid planning foundation to lead client relationships over time. You will work directly alongside the firm's Managing Partner, participate in client meetings, prepare comprehensive financial plans, and assume greater client-facing responsibility as your capabilities develop.

The career path is intentional with opportunities to grow into Lead Advisor while

Qualifications

• Active FINRA Series 7 and Series 66 (or equivalent).
• Minimum of two years of wealth management or comprehensive financial planning experience.
• CFP professional, currently pursuing CFP certification, or willing to pursue CFP certification as part of professional development.
• Active Life & Health Insurance License or willingness and ability to obtain shortly after hire.
• Strong understanding of comprehensive financial planning concepts.
• Excellent written and verbal communication skills.
• Exceptional organization, follow-through, and attention to detail.
• Ability to work full-time in our Charleston, South Carolina office.

Responsibilities

• Participate in client meetings alongside the Lead Advisor.
• Prepare and update comprehensive financial plans.
• Conduct retirement, tax, investment, insurance, and estate planning analysis.
• Coordinate implementation of planning recommendations.
• Maintain proactive communication with clients throughout the planning process.
• Prepare meeting agendas, meeting summaries, and client follow-up action items.
• Collaborate with attorneys, CPAs, insurance professionals, and other trusted advisors.
• Assist with investment implementation and portfolio reviews.
• Take ownership of assigned client relationships, projects, and follow-up items.
• Continue developing technical planning expertise while strengthening presentation and relationship management skills.
• Contribute to business development opportunities while maintaining exceptional service to existing clients.

Skills

FINRA Series 7

FINRA Series 66

Wealth management

CFP certification

Life & Health Insurance License

Communication skills

Organization

Attention to detail

Tools

CRM platforms

Financial planning platforms

Portfolio management platforms

Job description

At ArisGarde, we believe exceptional planning changes lives.

We're not looking for someone simply seeking another financial advisor position. We're looking for someone who wants to build a career as an exceptional advisor—someone committed to mastering comprehensive financial planning, developing lifelong client relationships, and taking on increasing responsibility over time.

If you're fully securities licensed, have experience in wealth management or financial planning, and are committed to earning or have already earned the CFP® certification, we'd like to meet you.

About ArisGarde

ArisGarde is an independent wealth management firm headquartered in Charleston, South Carolina. We specialize in helping physicians, business owners, executives, and successful families make better financial decisions through comprehensive wealth planning.

Our clients don't hire us to sell products. They hire us to simplify complexity.

That means retirement planning, investment management, tax strategies, insurance planning, estate planning, business succession, education funding, and helping clients navigate life's biggest financial decisions with confidence.

About the Opportunity

This position is designed for someone who already has a solid foundation in wealth management and is ready to take the next step in their career.

You'll work directly alongside the firm's Managing Partner, participate in client meetings, prepare comprehensive financial plans, coordinate planning recommendations, and assume greater client-facing responsibility as your capabilities develop.

The career path is intentional. Over time, the right person will have the opportunity to take increasing responsibility for existing client relationships and develop into a trusted Lead Advisor while contributing to the continued growth of the firm.

Responsibilities

• Participate in client meetings alongside the Lead Advisor.
• Prepare and update comprehensive financial plans.
• Conduct retirement, tax, investment, insurance, and estate planning analysis.
• Coordinate implementation of planning recommendations.
• Maintain proactive communication with clients throughout the planning process.
• Prepare meeting agendas, meeting summaries, and client follow-up action items.
• Collaborate with attorneys, CPAs, insurance professionals, and other trusted advisors.
• Assist with investment implementation and portfolio reviews.
• Take ownership of assigned client relationships, projects, and follow-up items.
• Continue developing technical planning expertise while strengthening presentation and relationship management skills.
• Contribute to business development opportunities while maintaining exceptional service to existing clients.

You'll Enjoy This Role If You...

• Love solving complex financial planning problems.
• Want to continue developing as a financial advisor.
• Naturally take ownership and follow through.
• Communicate proactively.
• Enjoy building long-term client relationships while helping cultivate new ones.
• Have high personal standards and strong attention to detail.
• Are intellectually curious and committed to continuous learning.
• Believe integrity matters more than production.
• Want a career path with increasing responsibility and opportunity.

Required Qualifications

• Active FINRA Series 7 and Series 66 (or equivalent).
• Minimum of two years of wealth management or comprehensive financial planning experience.
• CFP® professional, currently pursuing CFP® certification, or willing to pursue CFP® certification as part of your professional development.
• Active Life & Health Insurance License or willingness and ability to obtain shortly after hire.
• Strong understanding of comprehensive financial planning concepts.
• Excellent written and verbal communication skills.
• Exceptional organization, follow-through, and attention to detail.
• Ability to work full-time in our Charleston, South Carolina office.

Preferred

• CWMA professional or current CWMA candidate.
• Experience using financial planning and portfolio management platforms.
• Experience using industry CRM platforms.
• Experience working within an independent RIA or comprehensive financial planning practice.
• Experience supporting the delivery of comprehensive financial planning recommendations.
• Competitive salary commensurate with experience and qualifications.
• Performance-based bonus opportunities tied to individual contributions and team success.
• Paid time off.
• Continuing education support.
• CFP® education, examination, and professional development assistance.
• Opportunity to grow into a Lead Advisor role while helping shape the future of a growing independent wealth management firm.

Why Join ArisGarde?

We're intentionally building something different.

We believe great advisors are developed through mentorship, technical excellence, preparation, and genuine client relationships—not sales quotas.

You’ll receive direct exposure to sophisticated planning cases, meaningful client interaction, and a defined opportunity to take on greater responsibility as you develop professionally and grow alongside the firm.

If you’re looking for a place where you’ll be challenged, supported, and given the opportunity to build a meaningful long-term career as an advisor, we’d like to hear from you.