Certified Financial PlannerTM

Who's On the Move; Columbia (SC); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Disability insurance

401(k) with employer match

Paid time off

Job summary

Anchor Investment Management, LLC in Columbia, South Carolina, seeks a CERTIFIED FINANCIAL PLANNER to join our planning team. This role delivers comprehensive financial planning for young professionals, high-net-worth clients, and business owners, collaborating with investment, insurance, and estate planning specialists to tailor client plans.

We value a collaborative approach and long-term client relationships. The position offers growth, a supportive team, and a comprehensive benefits package.

Qualifications

• CFP designation required.
• 3–5 years of financial planning experience.
• Excellent communication and collaboration.
• Ability to manage multiple projects and deadlines.

Responsibilities

• Provide comprehensive financial planning and retirement advice.
• Manage and grow a book of business with existing or new clients.
• Design tailored financial plans for diverse client needs.
• Support firm growth through proactive client service.

Skills

Excellent communication

Collaborative mindset

Multitasking

Client relationship management

Education

CFP designation

Job description

About Us

Anchor Investment Management, LLC is a boutique wealth management firm based in Columbia, South Carolina, providing custom financial services to individuals, families, business owners, trusts and corporations across the Southeast and beyond. Founded in 2000, we specialize in investment management, education funding, insurance analysis, estate planning, charitable giving and financial planning.

We are committed to helping clients align their financial decisions with their personal goals through thoughtful planning and ongoing collaboration. Built on a foundation of collaboration, transparency and long-term thinking, our team delivers personalized attention and thoughtful solutions designed to serve clients well - today and over time.

Our Values

At Anchor, how we work matters as much as what we do. Our team is guided by a set of core values that shape how we serve clients and support one another:

• Champion integrity and respect
• Be a selfless teammate
• Play the long game
• Have quiet confidence
• Do it well or don't do it

Position Overview

We are seeking a CERTIFIED FINANCIAL PLANNER to join our planning team. This role offers the opportunity to provide comprehensive financial planning for young professionals, as well as high-net-worth clients and business owner . We embrace a collaborative team approach by working with our investment portfolio managers, insurance and estate planning specialists to develop a tailored plan for our clients.

Key Responsibilities

• Provide comprehensive financial planning, retirement planning, investment and insurance advice to clients.
• Manage and grow a book of business, either by bringing an existing client base and/or by assisting senior advisors in developing new relationships.
• Exercise creativity in designing strategic financial plans tailored to a client's unique situation.
• Support firm growth through proactive client service and innovative thinking.

Qualifications & Experience

• CFP designation required.
• Minimum 3-5 years experience in a financial services industry focusing on financial planning, retirement planning, investment and insurance advice.
• Excellent communication skills, with the ability to explain complex concepts clearly.
• Collaborative mindset and adaptability in a dynamic, growth-oriented environment.
• Proven ability to manage multiple projects and deadlines.

Compensation & Benefits

• Competitive salary with performance-based bonus.
• Comprehensive benefits package, including health, dental, and disability insurance.
• 401(k) plan with company match.
• Generous Paid Time Off (PTO).

Opportunities

• Creative input into job duties and firm processes.
• Professional growth and advancement within the firm.