Financial Advisor

Riverbend Wealth; Myrtle Beach (SC); Hybrid; USD 60,000 - 100,000; Full time

Job summary

Riverbend Wealth in Myrtle Beach, SC, seeks a Financial Advisor for a full-time hybrid/remote/local role. You will meet clients, craft comprehensive retirement and investment plans, and provide ongoing guidance through dynamic market conditions.

The position emphasizes clear communication, ethical client service, and collaboration within a hybrid team. The role requires strong planning and advisory skills, a relevant degree, and professional certifications.

Qualifications

• Strong financial planning and retirement planning capabilities.
• Clear communication of complex financial concepts to clients.
• Excellent interpersonal and presentation skills with hybrid work adaptability.

Responsibilities

• Meet with clients to understand goals and develop comprehensive financial plans.
• Provide ongoing guidance on retirement planning, investments, and overall strategy.
• Analyze client financial data and prepare recommendations; conduct review meetings.

Skills

Financial Planning

Retirement Planning

Finance & Investments

Financial Advisory

Education

CFP® or ChFC® certification

Bachelor's degree in finance/economics/business

Job description

Company Description Riverbend Wealth provides independent, planning-first financial advice for individuals entering retirement and navigating major life transitions. The firm emphasizes a calm, personalized approach that simplifies complex financial decisions and aligns money with what matters most to each client. Through thoughtful planning, grounded conversations, and steady partnership, Riverbend Wealth helps reduce the emotional weight often associated with financial change. From retirement income strategies to business exits, every detail is handled with care so clients can worry less and enjoy life with greater confidence.

Role Description This full-time hybrid/remote/local Financial Advisor role is based in Myrtle Beach, SC, with flexibility for some work-from-home arrangements. The Financial Advisor will meet with clients to understand their goals, develop comprehensive financial plans, and provide ongoing guidance on retirement planning, investments, and overall financial strategy. Day-to-day responsibilities include analyzing client financial data, preparing recommendations, conducting review meetings, and adjusting plans as clients' circumstances evolve. The role also involves collaborating with team members, maintaining accurate records, staying current on market trends and regulations, and supporting business development activities through client referrals and community engagement.

Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to design and implement holistic, planning-first strategies for clients.
• Candidates should possess solid Finance and Investments skills to analyze portfolios, manage risk, and align investment recommendations with client objectives.
• You will not be required to prospect. You will be required to be able to handle client or prospect appointments within the 1st month of training. So deep experiance is required.
• Candidates should possess Financial Advisory skills to communicate complex concepts clearly, offer objective guidance, and build long-term client relationships.
• Relevant professional certifications such as CFP®, ChFC®, or similar designations are required.
• Bachelor's degree in finance, economics, business, or a related field is preferred.
• Strong ethical judgment, attention to detail, and commitment to client-centered service.
• Excellent interpersonal, presentation, and communication skills, with the ability to work both independently and collaboratively in a hybrid environment.