The Provider Finder
Financial Advisor - Charleston, SC
The Provider Finder, Charleston, South Carolina, United States, 29408
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
#J-18808-Ljbffr
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
#J-18808-Ljbffr