Wealth Advisor — Build Lasting Client Relationships

REV; Summerville (SC); On-site; USD 80,000 - 100,000; Full time

Job summary

A financial services organization seeks a Wealth Advisor in South Carolina to provide comprehensive wealth management and financial planning services. This role involves building long-term advisory relationships with members, offering personalized strategies, and ensuring compliance with regulatory requirements. Ideal candidates will have at least five years of relevant experience, possess necessary licenses, and demonstrate strong communication and analytical skills. The position emphasizes collaboration and professional contribution with a focus on client success.

Qualifications

• Minimum five years of experience in wealth management or financial advisory.
• Active and valid FINRA Series 7 license is required.
• Strong understanding of stocks, bonds, and investment products.

Responsibilities

• Serve as primary wealth advisor providing holistic financial planning.
• Conduct consultations to understand member financial goals.
• Develop new advisory relationships through branch referrals.

Skills

Relationship-building skills

Communication and presentation skills

Organizational skills

Consultative and analytical skills

Financial planning tools proficiency

Education

Bachelor’s Degree in Finance, Business, or related field

Tools

CRM systems

Investment platforms

Job description

A financial services organization seeks a Wealth Advisor in South Carolina to provide comprehensive wealth management and financial planning services. This role involves building long-term advisory relationships with members, offering personalized strategies, and ensuring compliance with regulatory requirements. Ideal candidates will have at least five years of relevant experience, possess necessary licenses, and demonstrate strong communication and analytical skills. The position emphasizes collaboration and professional contribution with a focus on client success.