What are the responsibilities and job description for the Financial Services Professional position at Southern Capital?
- 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.
To succeed in this role, you'll need:
Key Skills and Qualifications:
- 1-3 years of experience as a licensed financial advisor or in a related role.
- Excellent communication skills, comfortable in client meetings, networking events, and professional settings.
At Southern Capital, we offer:
Benefits:
- 100% employer-paid health and dental insurance
- Flexible PTO
Join our team and take advantage of professional development, mentorship, and a structured career path.
