Financial Advisor - Charleston, SC / South Miami, FL

United Community; Charleston (SC); Presencial; USD 60.000 - 1.000.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Flexible Schedule

Travel Opportunities

Professional Growth Opportunities

Descripción de la vacante

A leading company is seeking a motivated Financial Advisor to join their expanding team in Charleston, SC. This role involves providing comprehensive financial planning and investment management services, helping clients achieve their financial goals. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to build lasting relationships with clients. Join a supportive environment that values diversity and offers opportunities for growth.

Formación

• At least 3 years in financial planning and investment management.
• Experience with high net worth clients is a plus.

Responsabilidades

• Build relationships with clients to understand their financial needs.
• Guide clients on retirement and estate planning.
• Develop and implement tailored financial plans.

Conocimientos

Analytical

Communication

Interpersonal

Educación

Bachelor's degree in Finance

Master's degree

Herramientas

Series 63

Series 6

State Life and Annuity Insurance Licenses

Descripción del empleo

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About The Role

Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Charleston, SC and Miami FL. As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.

Join Our Team as a Financial Advisor!

About The Role

Are you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Charleston, SC and Miami FL. As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.

What You’ll Do

• Build Relationships: Connect with clients to understand their financial needs and goals.
• Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
• Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives.
• Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.
• Stay Informed: Keep up with industry trends and regulations to offer the most current advice.
  
  

What We’re Looking For

• Experience:
• At least 3 years in financial planning and investment management.
• Experience with high net worth clients is a plus.
• Education:
• Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute).
• A Master's degree is a bonus.
• Required Skills:
• Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7).
• Applicable State Life and Annuity Insurance Licenses.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Preferred Skills:
• Certified Financial Planner (CFP) designation.
  

Why Join Us?

• Dynamic Locations: Work in vibrant cities like Miami/South, FL, Charleston, SC
• Flexible Schedule: Full-time position with the flexibility to work evenings and weekends as needed.
• Travel Opportunities: Up to 50% travel required, giving you the chance to explore new places.
  
  

Our Commitment

• Equal Opportunity Employer: We celebrate diversity and are committed to creating an inclusive environment for all employees.
• Supportive Environment: Reasonable accommodations are available to enable individuals with disabilities to perform essential functions.
• Growth and Development: We believe in continuous learning and offer opportunities for professional growth.
  
  

Conditions Of Employment

• Must be able to pass a criminal background & credit check
• This is a full-time position
  
  

FLSA Status

• Exempt
  
  

Ready to take the next step in your career? Apply now and join us in making a difference in our clients' financial futures!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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