Wealth Planning Associate to Lead Advisor Path (CFP)

ArisGarde; Charleston (SC); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Paid time off

Continuing education support

CFP education, examination, and PD

Job summary

ArisGarde, an independent wealth management firm headquartered in Charleston, SC, seeks a skilled wealth advisor to advance from a solid planning foundation to lead client relationships over time. You will work directly alongside the firm's Managing Partner, participate in client meetings, prepare comprehensive financial plans, and assume greater client-facing responsibility as your capabilities develop.

The career path is intentional with opportunities to grow into Lead Advisor while

Qualifications

• Active FINRA Series 7 and Series 66 (or equivalent).
• Minimum of two years of wealth management or comprehensive financial planning experience.
• CFP professional, currently pursuing CFP certification, or willing to pursue CFP certification as part of professional development.
• Active Life & Health Insurance License or willingness and ability to obtain shortly after hire.
• Strong understanding of comprehensive financial planning concepts.
• Excellent written and verbal communication skills.
• Exceptional organization, follow-through, and attention to detail.
• Ability to work full-time in our Charleston, South Carolina office.

Responsibilities

• Participate in client meetings alongside the Lead Advisor.
• Prepare and update comprehensive financial plans.
• Conduct retirement, tax, investment, insurance, and estate planning analysis.
• Coordinate implementation of planning recommendations.
• Maintain proactive communication with clients throughout the planning process.
• Prepare meeting agendas, meeting summaries, and client follow-up action items.
• Collaborate with attorneys, CPAs, insurance professionals, and other trusted advisors.
• Assist with investment implementation and portfolio reviews.
• Take ownership of assigned client relationships, projects, and follow-up items.
• Continue developing technical planning expertise while strengthening presentation and relationship management skills.
• Contribute to business development opportunities while maintaining exceptional service to existing clients.

Skills

FINRA Series 7

FINRA Series 66

Wealth management

CFP certification

Life & Health Insurance License

Communication skills

Organization

Attention to detail

Tools

CRM platforms

Financial planning platforms

Portfolio management platforms

Job description

ArisGarde, an independent wealth management firm headquartered in Charleston, SC, seeks a skilled wealth advisor to advance from a solid planning foundation to lead client relationships over time. You will work directly alongside the firm's Managing Partner, participate in client meetings, prepare comprehensive financial plans, and assume greater client-facing responsibility as your capabilities develop.

The career path is intentional with opportunities to grow into Lead Advisor while