Wealth Management Associate Advisor

Dividend Assets Capital; Ridgeland (SC); On-site; USD 65,000 - 90,000; Full time

Job summary

Dividend Assets Capital is seeking an Associate Advisor to join its Wealth Management team in Ridgeland, SC. You will work alongside experienced Financial Advisors serving high-net-worth individuals, families, trusts, and foundations, gaining exposure to investment management, financial planning, portfolio analysis and client relationships.

This role offers meaningful client contact and potential progression toward becoming a Financial Advisor, with opportunities to participate in meetings,

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Series 65 required.
• 3–5 years of experience in wealth management or related client-facing investment role.
• Experience working with high-net-worth clients is preferred.
• CFP certification or progress toward the designation is highly valued.
• Strong analytical and communication skills, detail-oriented and client-focused.

Responsibilities

• Assist Financial Advisors in serving established client relationships with thoughtful investment and wealth management advice.
• Participate in client meetings, prepare materials, conduct research, and follow through on client needs and recommendations.
• Assist with portfolio reviews, investment analysis, and financial planning.
• Take ownership of client onboarding, account openings, transfers, cash management, and ongoing servicing.
• Develop understanding of each client's objectives and long-term financial priorities.
• Monitor markets and investment opportunities to support discussions.
• Collaborate with investment, operations and client service teams to ensure accurate implementation and service.
• Contribute to relationship development and business development as experience grows.
• Use Schwab Advisor Services, Orion, MS Office/Excel, financial planning software and portfolio management systems.

Skills

Analytical skills

Communication skills

Client-facing experience

Organizational skills

Team collaboration

Education

Bachelor's degree in Finance, Economics, Business or related field

Series 65

CFP certification progress toward

Tools

Schwab Advisor Services

Orion

Microsoft Office / Excel

Financial planning software

Portfolio management systems

Job description

Dividend Assets Capital is seeking an Associate Advisor to join its Wealth Management team in Ridgeland, SC. You will work alongside experienced Financial Advisors serving high-net-worth individuals, families, trusts, and foundations, gaining exposure to investment management, financial planning, portfolio analysis and client relationships.

This role offers meaningful client contact and potential progression toward becoming a Financial Advisor, with opportunities to participate in meetings,