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Private Client Advisor
Greenwood Capital Associates | Greenwood, SC
Organizational Overview
Greenwood Capital, a Registered Investment Advisor, provides a complete wealth management experience through a holistic approach to financial planning and investment management. As we are focused on meeting our clients' needs now and for the future, we work strategically and collaboratively with their other professionals in implementing client comprehensive financial plans. Learn more at www.greenwoodcapital.com.
What We're Looking For
Greenwood Capital is seeking a talented and knowledgeable professional to serve as a Private Client Advisor for its Greenwood Office location. The role of a Private Client Advisor at Greenwood Capital is to work within our "Diamond Team" structure with both internal and external responsibilities. Internally the Private Client Advisor will work within the team structure, supporting the Senior Private Client Advisor in monitoring team client accounts, assisting with Financial Planning data, and working with the team in discovering and implementing prospecting opportunities. The external functions include prospecting High Net Worth professionals, business owners, foundations and other individuals seeking counsel for optimizing the growth of their investable assets, resulting in new assets under management. As an Investment Adviser Representative (IAR), the Private Client Advisor serves as their clients' key contact, advisor and consultant for all matters pertaining to the client relationship. The IAR creates a partnership with the client to mutually identify financial goals/aspirations and to develop an overall investment plan. The successful Private Client Advisor will balance the dual responsibilities of new business development (new client acquisition and "profiling") and client servicing.
What You Can Expect
Client Servicing: Serve as the main point of client contact for all team relationships, providing all aspects of client servicing in a professional and responsible manner, including (but not limited to):
New Business Development: Demonstrate exceptional product and business development skills by acquiring profitable client relationships within Firm asset and revenue targets.
Compliance: Maintain the fiduciary standard expected of all Firm personnel, comply with the Firm's Code of Ethics and Compliance Program, overall fostering a culture of compliance.
Other: Assist with special projects and other duties as requested.
Skills & Education Requirements
Greenwood Capital offers a competitive salary, an exceptional qualified retirement plan, paid time off plan, and a full range of insurance benefits including health, dental, and vision.
If you believe you have the skills and qualifications to be an integral part of our firm, consider a career with Greenwood Capital, where our personal approach to a global investment perspective has been the key to our success. This is the place where you can truly expand your career potential with an organization that embraces growth, associate engagement, and an associate-friendly environment. This is a full-time position in a smoke and drug-free workplace. Compensation is commensurate with experience, education, and level of expertise.
About Greenwood Capital Associates
Our Mission: To Serve Our Clients, Our Communities, and Our Associates
Greenwood Capital is a 40-year, investment advisory firm registered with the Securities and Exchange Commission, headquartered in SC, with more than $1.3 billion in assets under management. Greenwood Capital is an affiliate of Countybank as of 2008. In 2017, Greenwood Capital expanded its Greenville, SC operation to a dedicated office in the Countybank building on McBee Avenue in downtown Greenville, and in 2018, Greenwood Capital relocated its corporate office to 425 Main Street in Greenwood, SC.
How We Give Back
The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments.
In addition to the Foundation's contributions, Countybank and Greenwood Capital employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank and Greenwood Capital volunteer with local charitable and civic organizations.
Learn More
Visit us at www.greenwoodcapital.com
Full Time
$75k-104k (estimate)
06/27/2024
08/26/2024
gcainvestments.com
SC
<25
The job skills required for Private Client Advisor include Prospecting, Leadership, Client Relationship, etc. Having related job skills and expertise will give you an advantage when applying to be a Private Client Advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Private Client Advisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Private Client Advisor positions, which can be used as a reference in future career path planning. As a Private Client Advisor, it can be promoted into senior positions as a Private Banker II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Private Client Advisor. You can explore the career advancement for a Private Client Advisor below and select your interested title to get hiring information.