Financial Advisor

Abich Financial Services Inc.; Charleston (SC); On-site; USD 100,000 - 200,000; Full time

Benefits offered by this job

401(k) with up to a 4% employer match

15 days of paid time off plus 10 paid

Medical, dental, and vision insurance

HSA and FSA options

Company-paid life and disability保险

Paid parental leave

Mental health resources and EAP

Reimbursement for continuing education

Job summary

Abich Financial Services Inc. is expanding into the Charleston market with an experienced Financial Advisor role based in Mount Pleasant. You will build relationships, guide clients through planning and sales, and manage assets within a comprehensive retirement strategy. Strong licenses and 5+ years of experience are required.

Join a growing firm offering a high-touch client experience, collaboration with Virginia-based teams, and the opportunity to establish a new office in the Lowcountry.

Qualifications

• Bachelor's degree required.
• Series 65 license required.
• Life & Annuity license required.
• 5+ years of relevant financial services experience including insurance/annuity sales and asset management.
• Demonstrated ability to build relationships, develop trust, and guide clients through a sales process.

Responsibilities

• Serve as a primary contact for prospective and existing clients, providing personalized financial guidance.
• Lead clients through the financial planning and sales process to determine fit with Abich.
• Manage client assets and provide ongoing portfolio management and investment guidance.
• Recommend appropriate insurance and annuity solutions as part of retirement planning.
• Collaborate with Planning, Service, and Operations teams to implement comprehensive plans.
• Build long-term relationships and deliver a high-touch client experience.
• Help establish and grow Abich's presence in the Charleston market.
• Represent the firm at educational events, client events, and workshops.
• Stay current on industry trends, regulations, and planning strategies while ensuring compliance.

Skills

Relationship building

Communication

Sales process

Interpersonal skills

Education

Bachelor's degree

Tools

Series 65 license

Life & Annuity license

Job description

Location: Mount Pleasant / Charleston, South Carolina

Compensation: $100,000–$200,000 + quarterly bonus opportunities

About Abich Financial Services

Abich Financial Services is a growing financial planning firm dedicated to helping families retire with dignity and confidence. Headquartered in Northern Virginia, we take a comprehensive approach to retirement planning, bringing together income, investments, tax strategies, and legacy planning to help our clients feel prepared for what's ahead.

Since our founding in Virginia, we've built a strong reputation for both growth and client service. Our firm has been recognized as a Best of Loudoun winner for eight consecutive years, named to the Inc. 5000 list of fastest-growing private companies four times, and has earned Great Place to Work Certification for two consecutive years.

Now, we're bringing that experience to South Carolina with the opening of our brand-new office in Mount Pleasant, serving the greater Charleston area. As we grow our presence in the Lowcountry, our goal is simple: to help more families relax into retirement with a plan and team they trust.

We're looking for an experienced Financial Advisor who is excited by the opportunity to help establish our presence in a new market and grow alongside the firm.

About the Role

This is a client-facing, sales-focused Financial Advisor role for someone who is confident building relationships, guiding prospective clients through the financial planning process, and converting opportunities into long-term client relationships.

As one of the first team members based in our new Mount Pleasant office, this person will need to be highly autonomous, resourceful, and comfortable operating independently while the local team grows. You'll have the support and resources of our established Virginia team, but we're looking for someone who doesn't need a fully built office around them to create momentum.

What You'll Do

• Serve as a primary point of contact for prospective and existing clients, providing personalized financial guidance based on their individual needs and retirement goals.
• Lead prospective clients through the financial planning and sales process, building trust and helping them determine whether Abich is the right fit for their retirement needs.
• Manage client assets and provide ongoing portfolio management and investment guidance.
• Recommend appropriate insurance and annuity solutions as part of a comprehensive retirement strategy.
• Partner with our Planning, Service, and Operations teams to develop and implement comprehensive financial plans.
• Build strong, long-term relationships with clients and deliver the high-touch, white-glove experience our firm is known for.
• Help establish and grow Abich Financial Services' presence in the Charleston/Mount Pleasant market.
• Represent the firm at educational events, client events, workshops, and other community or business-development opportunities.
• Stay current on industry trends, regulations, and planning strategies while maintaining all required compliance standards.

What We're Looking For

• Series 65 license required.
• Life & Annuity license required.
• 5+ years of relevant financial services experience, including insurance/annuity sales and asset management.
• Bachelor's degree required.
• Demonstrated ability to build relationships, develop trust, and successfully guide prospective clients through a sales process.
• Strong communication, presentation, and interpersonal skills.
• High level of ownership, initiative, and follow-through.
• A self-starter who is comfortable working autonomously and making decisions without requiring significant day-to-day oversight.
• Comfortable being an early member of a growing office and helping create structure as the Charleston team expands.
• Strong judgment, problem-solving skills, and attention to detail.
• Ability to collaborate effectively with teammates working across locations.
• High ethical standards and a commitment to acting in the best interests of clients.

What We Offer

Along with competitive compensation and quarterly bonus opportunities, Abich Financial Services offers benefits designed to support our team both personally and professionally:

• 401(k) with up to a 4% employer match
• 15 days of paid time off plus 10 paid holidays
• Medical, dental, and vision insurance
• HSA and FSA options
• Company-paid life and disability insurance
• Paid parental leave
• Mental health resources and Employee Assistance Program (EAP)
• Reimbursement for job-related continuing education

This is an opportunity to join a growing firm at an exciting stage of expansion. The right person will have the opportunity to play a meaningful role in establishing our Mount Pleasant office, growing our presence in the Charleston market, and helping build the local team over time.

you're an experienced Financial Advisor who enjoys building relationships, creating momentum, and taking ownership of your work, we'd love to hear from you.