Financial Advisor jobs in South Carolina
Recently Added Financial Advisor jobs
Financial Planner - RIA Firm
- Advisor Employee Services
-
Columbia, SC
FULL_TIME
-
Financial PlannerOur well-established and growing financial planning firm is seeking to add a Financial Planner to our team!Our firm has a proven marketing and operations system, which has allowed us to steadily increase our client base and attract additional advisors. We are a fast-paced, mission-driven company with a collaborative, dynamic work environment. The 5 planning areas we cover in our comprehensive planning are Income, Tax, Investments, Insurance, and Estate/Giving.This position will have the opportunity to lead a team that supports financial advisors with the creation of customized comprehensive financial plans, annual updates, and client-requested financial analysis. Planning areas include but are not limited to financial statement analysis, risk management, benefits, insurance analysis, philanthropic planning, investments, tax, retirement income, along with trust and estate planning. We have CPAs on staff to help with tax planning and paraplanners for additional help.Initial duties include creating plans and proposals for potential clients, reviewing plans and creating recommendations for client reviews, identifying areas of opportunity and new planning strategies, and being a resource to the lead advisor in complex planning meetings to present planning concepts & analysis to clients.Minimum Requirements:
- Bachelor’s degree (Business, Finance, Economics, or related major preferred)
- 3 years of financial services experience with an emphasis on client services
- Series 65 and/or 7 Licensed
- CFP ®, CPWA or other industry advanced certification
- Superior organizational, prioritization, interpersonal & management skills
- Strong mathematical and analytical skills
- Excellent communication skills, both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
- Experience with Redtail/CRM preferred, but not required
Additional Position Responsibilities:- Participate in the research and response of general to complex technical planning inquires from advisors, team members, and clients
- Provide regular education sessions with Wealth Advisors to provide tools and information for them to share with clients
- Support the team with the creation and/or maintenance of advisor & client resources and collaterals
- Contribute to meeting individual and team goals
Key Traits:- Strong initiative
- Positive attitude
- Caring & passionate about helping others
- Superior interpersonal, organizational, and client service skills
- Ability to maintain confidentiality and interface with all levels of personnel
Compensation will be made up of a competitive salary with benefits (insurance, 401k) and covered advisor fees (state registration fees, technology, E&O). The starting base salary for this role will be $70,000 - $100,000 and the position is eligible for additional bonuses based on team & company goals.Please contact Allison Shaw at (803) 782-0671 or Allison@CapitalCityFP.com. We can’t wait to meet you!Presented by Advisor Employee ServicesThank you for your interest in the Financial Planner role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website (https://aesplacement.com/) and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
- 18 Days Ago
Client Service Administrator - Financial Firm - Charleston, SC
- Advisor Employee Services
-
Charleston, SC
FULL_TIME
- Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly ...
- 10 Days Ago
Client Service Administrator - Financial Firm - Charleston, SC
- Advisor Employee Services
-
Charleston, SC
FULL_TIME
- Client Service Administrator Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly ...
- 10 Days Ago
Financial Advisor
- Edward Jones
-
Taylors, SC
FULL_TIME
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
- 2 Days Ago
Financial Advisor
- Atria Wealth Solutions
-
Greenville, SC
FULL_TIME
- Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area.Truliant’s mission is to impr...
- 14 Days Ago
Financial Advisor
- Edward Jones
-
Myrtle, SC
FULL_TIME
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the...
- 17 Days Ago
Financial Advisor jobs at Popular Companies
Financial Advisor
- Edward Jones
-
Austin, TX
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 4/24/2024 12:00:00 AM
Financial Advisor
- First Horizon Advisors, Inc.
-
Atlanta, GA
- Location: On site at location listed in job posting. Summary If you are good at managing money and often get asked to he...
- 4/10/2024 12:00:00 AM
Financial Advisor
- First Horizon Advisors, Inc.
-
Greensboro, NC
- Location: On site at the location listed in job posting. Summary We are seeking outstanding Advisors to join our growing...
- 4/10/2024 12:00:00 AM
Financial Advisor
- Edward Jones
-
Lehigh Acres, FL
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 4/5/2024 12:00:00 AM
Financial Advisor
- Edward Jones
-
Mesquite, TX
- The freedom and flexibility of an entrepreneur. Backed by our vast resources. It's the best of both worlds. While Edward...
- 4/2/2024 12:00:00 AM
Financial Advisor
- First Horizon Advisors, Inc.
-
Woodstock, GA
- Location: On site in Woodstock, GA or Marietta, GA. Summary If you are good at managing money and often get asked to hel...
- 3/14/2024 12:00:00 AM
Associate Financial Advisor
- Edward Jones
-
Hixson, TN
- Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you...
- 2/20/2024 12:00:00 AM
Financial Advisor
- First Horizon Advisors, Inc.
-
Greeneville, TN
- Location: On site at location listed in the job posting. Summary We are seeking outstanding Advisors to join our growing...
- 1/25/2024 12:00:00 AM
About South Carolina
South Carolina (/ˌkærəˈlaɪnə/ (listen)) is a state in the Southeastern United States and the easternmost of the Deep South. It is bordered to the north by North Carolina, to the southeast by the Atlantic Ocean, and to the southwest by Georgia across the Savannah River.
South Carolina became the eighth state to ratify the U.S. Constitution on May 23, 1788. South Carolina became the first state to vote in favor of secession from the Union on December 20, 1860. After the American Civil War, it was readmitted into the United States on June 25, 1868.
South Carolina is the 40th most extensive and 23...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Advisor jobs
$46,347 to $71,323