Financial Advisor

BIG Money Retirement; Charleston (SC); Presencial; USD 65.000 - 95.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Financial planning

Portfolio analysis

Retirement planning

Client interaction

Communication

Regulatory compliance

CRM proficiency

Financial software

Educación

Bachelor’s degree in Finance/Economics/Business

CFP/ChFC certifications beneficial

Herramientas

Financial planning software

CRM tools

Office software

Descripción del empleo

Company Description

BIG Money Retirement is an independent financial advisory firm committed to the highest standards of fiduciary care, placing each client's best interests at the center of every recommendation. The firm specializes in co-created financial plans that align with individual pre- and post-career goals, with a focus on retirement readiness and long-term security. With over 60 years of combined experience, the team has supported a wide range of retirement scenarios and client needs. BIG Money Retirement’s mission is to guide pre-retirees and retirees on a personalized basis, providing trusted advice and clear strategies to help clients navigate each stage of retirement.

Role Description

The Financial Advisor will provide comprehensive financial guidance to clients, with a focus on retirement planning, investment strategies, and long-term financial security. This full-time role is on-site in Charleston, SC and includes meeting with clients to assess their goals, analyzing financial data, and developing tailored retirement and investment plans. The advisor will review and adjust plans over time, explain complex financial concepts in accessible terms, and ensure recommendations align with fiduciary standards. Day-to-day responsibilities also include monitoring market trends, preparing client reports, collaborating with internal team members, and participating in educational workshops or client events to support ongoing engagement.

Qualifications

• Strong foundation in Financial Planning and Finance, with the ability to analyze client portfolios and develop comprehensive strategies.
• Expertise in Retirement Planning and Investments to design, implement, and adjust retirement income and asset allocation plans.
• Demonstrated experience in Financial Advisory, including direct client interaction and recommendation of suitable financial products and strategies.
• Excellent communication and interpersonal skills, with the ability to explain complex information clearly and build long-term client relationships.
• Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications such as CFP, ChFC, or similar are highly beneficial.
• High ethical standards and commitment to fiduciary responsibility, with strong attention to detail and regulatory compliance.
• Proficiency with financial planning software, CRM tools, and standard office applications.
• Prior experience working with pre-retirees and retirees, or in a wealth management or advisory setting, is preferred.