Financial Advisor - Independent Office

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.

• 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