Autonomous Financial Advisor — Charleston Market Builder

Abich Financial Services Inc.; Charleston (SC); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

401(k) with up to a 4% employer match

15 days of paid time off plus 10 paid

Medical, dental, and vision insurance

HSA and FSA options

Company-paid life and disability保险

Paid parental leave

Mental health resources and EAP

Reimbursement for continuing education

Job summary

Abich Financial Services Inc. is expanding into the Charleston market with an experienced Financial Advisor role based in Mount Pleasant. You will build relationships, guide clients through planning and sales, and manage assets within a comprehensive retirement strategy. Strong licenses and 5+ years of experience are required.

Join a growing firm offering a high-touch client experience, collaboration with Virginia-based teams, and the opportunity to establish a new office in the Lowcountry.

Qualifications

• Bachelor's degree required.
• Series 65 license required.
• Life & Annuity license required.
• 5+ years of relevant financial services experience including insurance/annuity sales and asset management.
• Demonstrated ability to build relationships, develop trust, and guide clients through a sales process.

Responsibilities

• Serve as a primary contact for prospective and existing clients, providing personalized financial guidance.
• Lead clients through the financial planning and sales process to determine fit with Abich.
• Manage client assets and provide ongoing portfolio management and investment guidance.
• Recommend appropriate insurance and annuity solutions as part of retirement planning.
• Collaborate with Planning, Service, and Operations teams to implement comprehensive plans.
• Build long-term relationships and deliver a high-touch client experience.
• Help establish and grow Abich's presence in the Charleston market.
• Represent the firm at educational events, client events, and workshops.
• Stay current on industry trends, regulations, and planning strategies while ensuring compliance.

Skills

Relationship building

Communication

Sales process

Interpersonal skills

Education

Bachelor's degree

Tools

Series 65 license

Life & Annuity license

Job description

Abich Financial Services Inc. is expanding into the Charleston market with an experienced Financial Advisor role based in Mount Pleasant. You will build relationships, guide clients through planning and sales, and manage assets within a comprehensive retirement strategy. Strong licenses and 5+ years of experience are required.

Join a growing firm offering a high-touch client experience, collaboration with Virginia-based teams, and the opportunity to establish a new office in the Lowcountry.