Financial Advisor

RogueSearch; Columbia (SC); On-site; USD 90,000 - 150,000; Full time

Job summary

Roguesearch is seeking a confident Financial Advisor to lead its growth into Columbia, SC, leveraging an established bank referral network.

The role centers on growing a mid- to large-sized book within a referral-driven platform, collaborating with licensed bankers and internal teams to deliver holistic financial planning.

Qualifications

• Requires Series 7, 66 (or 63/65) and life license.
• Experience managing mid- to large-sized client books.
• Ability to explain complex strategies clearly.
• Strong relationship-building and communication skills.

Responsibilities

• Be present within assigned bank branches to build relationships and generate trust with both internal teams and clients.
• Conduct client meetings to manage and grow accounts, working independently and alongside licensed bankers.
• Coach, Mentor, and Support licensed bank employees - 90% of their production hits your grid.

Skills

Financial Advisory

Relationship Building

Client Communication

Holistic Planning

Job description

If you have experience as a Financial Advisor or Wealth Advisor, this opportunity could be for you. A well-established bank is in major growth mode and looking for a confident Financial Advisor to lead its growth into Columbia, SC. The role is tied to a referral network from multiple bank branches and an ongoing referral flow.

Required: Series 7, 66 (or 63 and 65), and life insurance license.

Highlights:

• Strong internal referral network and no competing advisors
• Advisor-driven platform with open architecture
• Ideal for someone currently managing a mid- to large-sized book who is ready to grow

What you’ll do:

• Be present within assigned bank branches to build relationships and generate trust with both internal teams and clients
• Conduct client meetings to manage and grow accounts, working independently and alongside licensed bankers
• Coach, Mentor, and Support licensed bank employees - 90% of their production hits your grid

Responsibilities:

• Meet and exceed sales goals while prioritizing the client’s best interests
• Conduct group and one-on-one coaching sessions for bank partners
• Host educational seminars to support business development
• Cross-offer services like loans, estate planning, and deposit products
• Maintain and deepen relationships through consistent follow-up
• Act as a role model for doing what’s right for both clients and colleagues

What you’ll need:

• Background in financial advisory or wealth management
• Active Series 7, 66 (or 63 and 65), and life insurance license
• Ability to explain complex financial strategies in simple terms
• Strong relationship-building and communication skills
• In-depth knowledge of investments, annuities, and holistic financial planning