CFP Wealth Planner | Collaborative Growth & Impact

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

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.