Senior Wealth Advisor: Client-Focused Planning

Shift HR; Ridgeland (SC); On-site; USD 95,000 - 140,000; Full time

Job summary

Shift HR is seeking an experienced Financial Advisor to join its Wealth Management team in Ridgeland, SC. This client‑facing role blends investment management and financial planning to deliver tailored guidance for high‑net‑worth individuals, families, trusts, and foundations.

The advisor will develop plans, manage portfolios, lead meetings, and collaborate with investment and client service teams to drive growth and strengthen relationships over time.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• Series 65 and CFP certification required.
• 5–7 years of experience in investment management, financial planning, wealth management, or related advisory role.
• Experience serving high-net-worth individuals, families, trusts, foundations, or institutional clients preferred.
• Strong knowledge of portfolio management, 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 concepts clearly.
• Analytical mindset, sound judgment, and genuine intellectual curiosity.
• Initiative and business acumen to deepen existing relationships and develop new ones.

Responsibilities

• Build and manage trusted relationships with high-net-worth clients and entities.
• Serve as primary point of contact, providing proactive communication and ongoing advice.
• Develop comprehensive financial plans reflecting goals, risk tolerance, and objectives.
• Manage and monitor investment portfolios; make informed recommendations.
• Collaborate with investment, operations, and client service teams to implement ideas.
• Lead client meetings and portfolio reviews, communicating strategies clearly.
• Stay informed on markets, economic developments, and regulatory changes to inform advice.
• Develop relationships with prospective clients and referral sources to grow the firm.
• Participate in seminars and industry events to strengthen client relationships and expand presence.
• Maintain accurate client records and comply with regulatory obligations.

Skills

Relationship management

Communication skills

Analytical mindset

Business development

Education

Bachelor's degree (Finance, Economics, Business)

Series 65

CFP certification

Job description

Shift HR is seeking an experienced Financial Advisor to join its Wealth Management team in Ridgeland, SC. This client‑facing role blends investment management and financial planning to deliver tailored guidance for high‑net‑worth individuals, families, trusts, and foundations.

The advisor will develop plans, manage portfolios, lead meetings, and collaborate with investment and client service teams to drive growth and strengthen relationships over time.