What are the responsibilities and job description for the Investment Advisor position at Southern Capital?
As a Financial Advisor at Southern Capital, you'll have the opportunity to work closely with our founder and other team members to deliver exceptional financial planning and business consulting services.
You'll serve as Lead Advisor for current wealth management clients and retirement plan participants, and act as Financial Advisor to support our founder with wealth management and business owner clients.
To be successful in this role, you'll need:
Key Responsibilities:
- Prepare for meetings, handle para-planning tasks, and implement financial planning recommendations.
- Attend networking events and client meetings alongside the firm's founder.
- Delegate follow-ups, coordinate implementation, and manage financial planning projects.
We offer a comprehensive benefits package, including 100% employer-paid health and dental insurance and flexible PTO.