Wealth Advisor – Holistic Planning & Client 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, serving high-net-worth individuals, families, trusts, and foundations. The advisor will blend investment management, financial planning, and thoughtful client advice within an established firm.

The role emphasizes relationship building, long-term planning, and collaboration with investment and client service teams to grow the firm’s wealth-management footprint.

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 preferred.
• Strong communication and fiduciary responsibilities.

Responsibilities

• Build and manage relationships with high-net-worth clients.
• Provide proactive communication, financial guidance, and ongoing advice.
• Develop comprehensive financial plans aligned with client goals and risk tolerance.
• Monitor portfolios and make recommendations based on analysis.
• Lead client meetings and portfolio reviews.
• Collaborate with investment, operations, and client service teams.
• Develop new client relationships and referrals.
• Maintain regulatory and fiduciary obligations.

Skills

Wealth management

Client relationships

Investment planning

Financial planning

Regulatory compliance

Communication skills

Education

Bachelor's degree in Finance, Economics or Business

Tools

Series 65

CFP Certification

Job description

Shift HR is seeking an experienced Financial Advisor to join its wealth management team, serving high-net-worth individuals, families, trusts, and foundations. The advisor will blend investment management, financial planning, and thoughtful client advice within an established firm.

The role emphasizes relationship building, long-term planning, and collaboration with investment and client service teams to grow the firm’s wealth-management footprint.