Elite Wealth Advisor — Partner Track & Growth

Daily Recruits, LLC; South Carolina; On-site; USD 150,000 - 175,000; Full time

Job summary

Daily Recruits, LLC is seeking a Wealth Advisor in Greenville, SC to provide comprehensive wealth management and build long-term client relationships with high-net-worth individuals and families. The role partners with a top-tier RIA platform to deliver personalized financial strategies and advance client outcomes.

The position emphasizes building a book of business, collaborating with specialists, and pursuing new opportunities while guiding clients through sophisticated planning and investment

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• Background in a wire-house, independent broker-dealer, bank, or RIA environment.
• Financial planning experience preferred.
• CFP®, CFA, or other professional designations preferred.
• Bachelor’s degree in Finance, Business, Economics or related field preferred.
• Key attributes: excellent communication, organization, interpersonal skills, team player yet self-starter, outgoing, sales-minded, self-motivated, multi-faceted.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience.
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve.
• Collaborate with internal specialists to deliver integrated solutions.
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach.

Skills

Client relationships

Asset growth

Financial planning

Communication

Team collaboration

Self-starter

Sales-minded

Education

Bachelor’s degree in Finance, Business, Economics or related field

CFP®, CFA or other professional designations preferred

Job description

Daily Recruits, LLC is seeking a Wealth Advisor in Greenville, SC to provide comprehensive wealth management and build long-term client relationships with high-net-worth individuals and families. The role partners with a top-tier RIA platform to deliver personalized financial strategies and advance client outcomes.

The position emphasizes building a book of business, collaborating with specialists, and pursuing new opportunities while guiding clients through sophisticated planning and investment