Senior Wealth Advisor | Holistic Planning for HNW Clients

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 our Wealth Management team in Bluffton, South Carolina. You will serve high-net-worth individuals, families, trusts, and foundations with integrated investment management and financial planning.

The role emphasizes building lasting client relationships, delivering thoughtful advice, and guiding comprehensive wealth strategies across markets and retirement planning.

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 a related advisory role
• Experience serving high-net-worth individuals, families, trusts, foundations, or institutional clients

Responsibilities

• Build and maintain trusted relationships with high-net-worth individuals, families, trusts, and foundations
• Provide proactive communication, financial guidance, and ongoing advice
• Develop comprehensive financial plans reflecting client goals, circumstances, risk tolerance, and long-term objectives
• Manage and monitor investment portfolios and make recommendations informed by fundamental, technical, and macroeconomic analysis
• Work with investment, operations, and client service teams to implement recommendations
• Lead client meetings and portfolio reviews, communicating strategies clearly
• Stay informed on markets, economic developments, and regulatory changes
• Develop relationships with prospective clients and referral sources to grow firm
• Participate in seminars, events, and organizations to strengthen client relationships
• Maintain accurate client records while meeting regulatory obligations
• Share experience with developing advisors and contribute to a collaborative culture

Skills

Series 65

CFP certification

Wealth management

Portfolio management

Financial planning

Client relationships

Regulatory compliance

Financial analysis

Education

Bachelor's degree in Finance

Job description

Shift HR is seeking an experienced Financial Advisor to join our Wealth Management team in Bluffton, South Carolina. You will serve high-net-worth individuals, families, trusts, and foundations with integrated investment management and financial planning.

The role emphasizes building lasting client relationships, delivering thoughtful advice, and guiding comprehensive wealth strategies across markets and retirement planning.