Associate Financial Advisor & Operations Innovator

Runey & Associates Wealth Management; Mount Pleasant (SC); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Path to Ownership

Mentorship

Competitive package

Investment in You

Job summary

Runey & Associates Wealth Management in Charleston seeks an associate financial advisor to build a multi-year career with the team and work toward a partnership seat. You will deliver comprehensive financial planning, investment management, and peace of mind to clients while shaping operations via AI, automation, and modern marketing.

You are the right fit if you bring engineering/accounting rigor, planner-level attention to detail, teaching-level empathy, and scientist-like curiosity, with

Qualifications

• Bachelor’s degree from an accredited university; majors in Financial Planning, Finance, Economics, Accounting, or Engineering preferred.
• CFP® candidate required at or soon after hiring.
• Series 65 or equivalent required at or within 90 days of hiring.
• Excellent Microsoft Office skills.

Responsibilities

• Assist the firm owners in running day-to-day operations, onboarding new clients, servicing existing clients, and conducting prospect and client meetings.
• Participate in client meetings to identify financial objectives and deliver actionable, data-driven strategies to drive client success.
• Analyze complex financial and tax data to develop customized financial plans and solutions for clients.
• Evaluate current processes and implement AI and tech solutions to enhance operational efficiencies.
• Help in implementing digital marketing strategies to tell our firm’s story and attract our ideal clients.
• Perform business analytics to support firm owners in growth of the business.
• Work closely with COO to ensure the firm is maintaining compliance with industry standards.
• Execute trades and rebalance client accounts with precision and accuracy.

Skills

Microsoft Office

Education

Bachelor’s degree (Financial Planning, Finance, Economics, Accounting, or Engineering)

Tools

CRM

Job description

Ready to elevate your career and shape the future of a premier financial planning firm? As a fast-growing, boutique, fee-only Registered Investment Advisor (RIA) in Charleston, we are looking for our next associate financial advisor, a professional with the talent and drive to build a multi-year career with our team and systematically work toward earning a partnership seat. In this role, you will play a pivotal part in delivering comprehensive financial planning, investment management, and peace of mind to our clients.

You are the right person for the role if you are someone with the analytical rigor of an engineer or accountant, the attention to detail of a planner, the empathy of a teacher, and the curiosity of a scientist. You will expand your skill set and achieve professional milestones that exceed your expectations as the firm owners provide personal, daily coaching so that you can make immediate, high-impact contributions and know what is expected to grow within the firm. In this small business environment, you will take an active part in shaping our firm’s operations and business development through AI, automation, and modern marketing.

BOUTIQUE, FEE-ONLY RIA:

Ready to elevate your career and shape the future of a premier financial planning firm? As a fast-growing, boutique, fee-only Registered Investment Advisor (RIA) in Charleston, we are looking for our next associate financial advisor, a professional with the talent and drive to build a multi-year career with our team and systematically work toward earning a partnership seat. In this role, you will play a pivotal part in delivering comprehensive financial planning, investment management, and peace of mind to our clients.

You are the right person for the role if you are someone with the analytical rigor of an engineer or accountant, the attention to detail of a planner, the empathy of a teacher, and the curiosity of a scientist. You will expand your skill set and achieve professional milestones that exceed your expectations as the firm owners provide personal, daily coaching so that you can make immediate, high-impact contributions and know what is expected to grow within the firm. In this small business environment, you will take an active part in shaping our firm’s operations and business development through AI, automation, and modern marketing.

RESPONSIBILITIES WE’LL TRUST YOU WITH:

• Assist the firm owners in running the day-to-day operations, onboarding new clients, servicing existing clients, and conducting prospect and client meetings.
• Participate in client meetings to identify financial objectives and deliver actionable, data-driven strategies to drive client success.
• Analyze complex financial and tax data to develop customized financial plans and solutions for clients.
• Evaluate current processes and implement AI and tech solutions to enhance operational efficiencies.
• Help in implementing digital marketing strategies to tell our firm’s story and attract our ideal clients.
• Perform business analytics to support firm owners in growth of the business.
• Work closely with COO to ensure the firm is maintaining compliance with industry standards.
• Execute trades and rebalance client accounts with precision and accuracy.

QUALIFICATIONS:

• The experience range for this position is 0-3 years.
• Bachelor’s degree from accredited university; major in Financial Planning, Finance, Economics, Accounting, or Engineering preferred.
• CFP® candidate required at or soon after hiring.
• Series 65 or equivalent required at or within 90 days of hiring.
• Excellent Microsoft Office skills.
• Desire to stay up to date on industry specific technology and leverage AI, automation tools, and Customer Relationship Management (CRM) workflows to eliminate manual tasks.
• Must have a mindset of continual learning and a “no job is beneath me” attitude.

THE PERKS:

Path to Ownership: Clearly defined, long‑term career development plan for a future partner. Equity eligibility is a merit-based opportunity earned over a multi‑year horizon through sustained advisory excellence, operational leadership, CFP® completion, and business growth. It represents a long‑term commitment and a real buy‑in opportunity for proven high performers.

Mentorship: Receive daily, one‑on‑one coaching from the firm owners. Their collective experience includes executive leadership, MBAs, CFA®, CFP®, and CPA credentials with backgrounds in engineering, accounting, finance, private equity, and banking.

Competitive Package: Salary based on experience ranging from $60,000-$80,000 per year. Annual bonus tied to individual contribution, operational achievements, and firm growth. 401(k) with company match. Paid vacation and holidays. Health insurance premium paid 50%, subject to a maximum amount of $300/month. Flexible hours.

Investment in You: Paid professional dues, CFP® coursework, and continuing education as mutually agreed.