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CFP Associate: Path to Lead Advisor
Job in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-07-06
Listing for:
MY Wealth Planers
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
MY Wealth Planers is looking for a Lead Advisor candidate in Mt. Pleasant, SC, to join their well-structured developmental track. This role includes direct mentorship and aims to build expertise in financial planning, with career growth potential.
The successful candidate will engage with diverse clients, develop tailored financial strategies, and learn in an environment focused on tax-efficient practices. The firm supports professional development and offers a flexible work-life balance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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