What are the responsibilities and job description for the Financial Advisor - Independent Office position at The Provider Finder?
Financial Advisor - Charleston, SC
We are looking for a full-time Financial Advisor to join our team in Charleston, SC. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals.
About the Firm:
- Independent Wealth Management team with a focus on holistic financial planning, portfolio management, 401(k) advisory and institutional portfolio management.
- Benefit from the ability to build and manage your own book of business while having a young but experienced group of financial professionals to collaborate with and share ideas.
- Turn key solution, branding, website, administration, compliance all a part of the package
- Operate underneath the Roadstead Capital brand but have the backing of two of the largest investment companies in Fidelity and Osaic Wealth for custody and compliance.
- Competitive payout and significant sign-on bonus potential for advisors with existing books of business.
Responsibilities of the position include:
- Providing financial advice to clients
- Developing and implementing financial plans
- Managing client assets
- Providing ongoing support to clients
Qualifications for the position include:
- Bachelor's degree in finance or a related field
- CFP® certification preferred
- 5 years of experience in the financial services industry
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
For more information contact :
Ben Dollar
The Provider Finder
(843)609-7584
ben@theproviderfinder.com
