What are the responsibilities and job description for the Financial Planner, Investment Retirement Planning position at Southern Capital?
Financial Advisor
We are seeking a Financial Advisor to service and support our current wealth management clients and retirement plan participants.
Key Responsibilities:
- Serve as Lead Advisor for current wealth management clients and retirement plan participants.
- Act as Financial Advisor to support our founder with wealth management and business owner clients.
- Prepare for meetings, handle para-planning tasks, and implement financial planning recommendations.
- Attend networking events and client meetings alongside the firm's founder.
Requirements:
- 1-3 years of experience as a licensed financial advisor or in a related role.
- Excellent communicator, comfortable in client meetings, networking events, and professional settings.
About Us:
Southern Capital is a boutique financial planning and business consulting firm with a strong focus on helping business owners, executives, and high-net-worth individuals navigate their financial futures.
We work closely with entrepreneurs, retirees, and professionals to craft personalized financial strategies. Our firm thrives on a growth mindset, deep relationships, and a strong culture of professional development.