Senior Wealth Advisor - Client-Centric Planning & Growth

Shift HR; Bluffton (SC); On-site; USD 90,000 - 150,000; Full time

Job summary

Shift HR is seeking an experienced Financial Advisor to join its wealth management team and serve high-net-worth individuals, families, trusts, and foundations. This relationship-driven role combines investment management, financial planning, and thoughtful client advice.

You’ll work with seasoned professionals, have a meaningful voice in the firm’s future, lead client meetings, translate client goals into disciplined wealth strategies, and help grow lasting client relationships.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Series 65 and CFP certification required.
• Experience with high-net-worth clients, families, trusts, or institutional clients preferred.

Responsibilities

• Build and manage trusted relationships with high-net-worth individuals, families, trusts, and foundations.
• Serve as a primary point of contact for clients, providing proactive communication, financial guidance, and ongoing advice.
• Develop comprehensive financial plans that reflect each client's goals, circumstances, risk tolerance, and long-term objectives.
• Manage and monitor investment portfolios and make recommendations informed by analysis.
• Work closely with investment, operations, and client service teams to ensure recommendations are implemented accurately and efficiently.
• Lead client meetings and portfolio reviews, communicating strategies clearly and thoughtfully.
• Stay informed on markets, economic developments, investment products, and regulatory changes.

Skills

CFP certification

Series 65

Education

Bachelor's degree in Finance, Economics, Business, or related field

Job description

Shift HR is seeking an experienced Financial Advisor to join its wealth management team and serve high-net-worth individuals, families, trusts, and foundations. This relationship-driven role combines investment management, financial planning, and thoughtful client advice.

You’ll work with seasoned professionals, have a meaningful voice in the firm’s future, lead client meetings, translate client goals into disciplined wealth strategies, and help grow lasting client relationships.