Private Client Wealth Advisor

Fairygodboss; Murrells Inlet (SC); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Fairygodboss is seeking a Financial Advisor in Murrells Inlet, SC to support clients with personalized investment solutions. Candidates should possess at least 2 years of financial services experience and hold active Series 7 and Series 66 licenses.

This role emphasizes client relationships and providing holistic financial coaching. Comprehensive benefits are offered, including health coverage and a retirement savings plan.

Qualifications

• At least 2 years of experience in a Financial Advisor role.
• Demonstrated success in cultivating and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support your teammates' success.
• Build a book of business and deliver personalized investment solutions.
• Provide financial coaching beyond investments.

Skills

Client acquisition

Relationship management

Financial markets understanding

Integrity

Education

Bachelor's degree

CFP certification

Tools

Series 7 license

Series 66 license (63/65)

Life, Health, and Long Term Care Insurance license

Job description

Fairygodboss is seeking a Financial Advisor in Murrells Inlet, SC to support clients with personalized investment solutions. Candidates should possess at least 2 years of financial services experience and hold active Series 7 and Series 66 licenses.

This role emphasizes client relationships and providing holistic financial coaching. Comprehensive benefits are offered, including health coverage and a retirement savings plan.