Financial Advisor

Tristate Financial Advisors; North Charleston (SC); On-site; USD 65,000 - 95,000; Full time

Job summary

Tristate Financial Advisors in Charleston, SC is seeking an experienced financial professional to deliver personalized investment solutions and help clients work toward long-term goals. The ideal candidate will be comfortable creating financial plans and cross-checking work for accuracy.

You will provide planning support to clients, assist investment professionals in cultivating relationships, and ensure plans are thorough and precise.

Qualifications

• Bachelor's degree in Finance or a related field.
• 5+ years of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.

Responsibilities

• Provide financial planning support to clients.
• Support investment professionals to cultivate client relationships.
• Prepare financial plans and check their accuracy.

Education

Bachelor's degree in Finance or related field

Job description

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities

• Provide financial planning support to clients
• Support investment professionals to cultivate client relationships
• Prepare financial plans and check their accuracy

Qualifications

• Bachelor's degree in Finance or related field
• 5+ years' of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills