Charleston Retirement Planning Advisor – Fiduciary

Big Money Retirement; Charleston (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

BIG Money Retirement in Charleston, SC is seeking a Financial Advisor to guide clients in retirement planning and investments. This full-time, on-site role involves meeting clients, analyzing data, and creating tailored retirement plans aligned with fiduciary standards.

You will monitor markets, prepare client reports, and collaborate with internal teams while educating clients through workshops and events to support ongoing engagement.

Qualifications

• Bachelor’s degree in Finance, Economics, or Business (CFP/ChFC beneficial).
• Experience in Financial Advisory with direct client interaction.
• Ability to explain complex financial concepts clearly to clients.
• Strong ethics and fiduciary responsibility.
• Proficiency with planning software and CRM systems.

Responsibilities

• Meet with clients to assess goals and risk tolerance.
• Analyze financial data to develop tailored retirement and investment plans.
• Review and adjust plans over time to stay aligned with fiduciary standards.
• Explain complex financial concepts in accessible terms.
• Monitor market trends and prepare client reports.
• Collaborate with internal teams and participate in client workshops/events.

Skills

Financial planning

Portfolio analysis

Retirement planning

Client interaction

Communication

Regulatory compliance

CRM proficiency

Financial software

Education

Bachelor’s degree in Finance/Economics/Business

CFP/ChFC certifications beneficial

Tools

Financial planning software

CRM tools

Office software

Job description

BIG Money Retirement in Charleston, SC is seeking a Financial Advisor to guide clients in retirement planning and investments. This full-time, on-site role involves meeting clients, analyzing data, and creating tailored retirement plans aligned with fiduciary standards.

You will monitor markets, prepare client reports, and collaborate with internal teams while educating clients through workshops and events to support ongoing engagement.