Senior Wealth Advisor - Client-Focused Planning

Dividend Assets Capital; Ridgeland (SC); On-site; USD 90,000 - 130,000; Full time

Job summary

Dividend Assets Capital is seeking an experienced Financial Advisor to join our wealth management team, serving high-net-worth individuals, families, trusts, and foundations. This relationship-driven role blends investment management, financial planning, and thoughtful client advice to foster lasting relationships and firm growth.

You’ll work alongside seasoned professionals with the support of an established firm and the opportunity to influence the future direction of the business.

Qualifications

• Bachelor's degree from an accredited four-year institution; Finance, Economics, Business, or a related field preferred.
• Series 65 and CFP certification required.
• 5–7 years of experience in investment management, financial planning, wealth management, or a related advisory role.
• Experience serving high-net-worth individuals, families, trusts, foundations, or institutional clients preferred.
• Strong knowledge of portfolio management, investment products, financial planning, and fiduciary responsibilities.
• Demonstrated ability to develop and maintain long-term client relationships.
• Strong communication skills and the ability to explain complex financial and investment concepts clearly.
• Initiative and business acumen to identify opportunities to deepen existing relationships and develop new ones.

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 fundamental, technical, and macroeconomic analysis.
• Collaborate with investment, operations, and client service teams to implement recommendations accurately and efficiently.
• Lead client meetings and portfolio reviews, communicating investment strategies and financial recommendations clearly.
• Stay informed on markets, economic developments, investment products, and regulatory changes and reflect relevant insights in client advice.
• Develop relationships with prospective clients and referral sources to contribute to firm growth.
• Participate in educational seminars, industry events, and professional organizations to strengthen client relationships.

Education

Series 65 and CFP certification

Bachelor's degree in Finance/Economics/Business

5–7 years of experience in wealth management/investment planning

Strong communication skills

Analytical mindset

Business acumen

Job description

Dividend Assets Capital is seeking an experienced Financial Advisor to join our wealth management team, serving high-net-worth individuals, families, trusts, and foundations. This relationship-driven role blends investment management, financial planning, and thoughtful client advice to foster lasting relationships and firm growth.

You’ll work alongside seasoned professionals with the support of an established firm and the opportunity to influence the future direction of the business.