Associate Financial Advisor

The Bedminster Group is seeking an Associate Financial Advisor for our fee-based financial planning and investment advisory firm in Bluffton, SC. The Associate Financial Advisor provides technical financial planning and investment management work to the Lead Advisor and works directly with clients on executing financial plans. Find out more about the firm at thebedminstergroup.com.

This is a professional supporting position in a client-focused environment and requires a basic knowledge of financial planning. The position is designed to provide the right candidate a career path leading to the position of Lead Advisor.

Salary & Benefits:

• Salary range for this position will be $55-65K
• 10 days PTO plus company holidays
• Company paid health insurance
• Certain relocation expenses if needed (to be discussed in more detail when offer letter is presented)
• Mentorship and learning opportunities
• Profit sharing plan
• Bonus based on company and individual goals
• Great working environment with professional growth opportunities

Responsibilities:

• Provide client relationship support through managing/gathering/analyzing client data, helping prepare preliminary financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed
• Attend, document and participate in client meetings and follow-up on meeting action items. Delegate non-advisory follow up work to the client service specialist or other operations team member
• Support client relationships by maintaining the CRM (Redtail) and responding to client requests in a professional manner continually aspiring to deliver excellent client service
• Assist with preparing recommendations on client investments, including the creation of investment policy statements and portfolio allocation reports
• Monitor client portfolios to ensure they are aligned with the individual financial plans
• Make trades for firm clients with direction from senior advisor

Required Qualifications

• Bachelor’s degree required in business administration, finance, accounting or related field
• Ability to obtain FINRA Series 63&65 licenses
• Familiarization with financial concepts, investment products, portfolio analysis, goal setting and cash flow
• Desire to learn more about the industry to better serve clients
• You must have the ability to speak face-to-face with clients regarding financial planning issues.
• Aspirations for a long-term career path
• Strong verbal and written communication skills
• Ability to identify, meet, and follow through with client’s needs and requirements
• Must be a self-starter and a problem solver
• Strong attention to detail
• Ability to manage your own workload – we do NOT do “over the shoulder” management, we expect you to prioritize your tasks and execute them in a timely manner

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.