Holistic Retirement Planning Advisor

TruNorth Advisors, LLC; Greenville, Spartanburg, Anderson (SC, SC, SC); Vor Ort; USD 75.000 - 125.000; Vollzeit

Benefits dieser Stelle

Medical and dental benefits

Retirement plan

Holidays off

Zusammenfassung

TruNorth Advisors, LLC in Greenville, SC is seeking a dedicated financial advisor to build holistic financial plans for clients and meet weekly. The role emphasizes strong service, attention to detail, and a team-oriented culture in a fast-paced firm.

Responsibilities include meeting high net worth clients, presenting reports, and collaborating with our investment team. Starting salary ranges from $75K to $125K plus benefits; CFP holders earn more.

Qualifikationen

• Hold licenses in Health and Life Insurance and Series 65/66 and pursue CFP.
• Pursue CFP certification within 12 months.
• Strong ability to build financial plans.
• Excellent client rapport and communication.
• Proficient with Microsoft Office.
• Excellent organizational and time-management skills.
• Ability to work independently and learn new programs.

Aufgaben

• Work with high net worth clients to ensure retirement is on track.
• Build financial reporting models to gauge performance and investment strategies.
• Meet face to face with clients in-office or via Zoom.
• Listen to and understand client needs and respond promptly by phone, email, or mail.
• Be a high performer who is motivated to grow with a rapidly expanding company.

Kenntnisse

Licenses

Series 65/66

CFP pursuing

Financial planning

Client relations

Microsoft Office

Time management

Communication

Independence

Ausbildung

CFP certification in progress

Series 65/66 license

Tools

Zoom

Jobbeschreibung

TruNorth Advisors, LLC in Greenville, SC is seeking a dedicated financial advisor to build holistic financial plans for clients and meet weekly. The role emphasizes strong service, attention to detail, and a team-oriented culture in a fast-paced firm.

Responsibilities include meeting high net worth clients, presenting reports, and collaborating with our investment team. Starting salary ranges from $75K to $125K plus benefits; CFP holders earn more.