Wealth Management Associate Advisor: Path to Financial Advisor
Job in
Ridgeland, Jasper County, South Carolina, 29936, USA
Listed on 2026-08-22
Listing for:
Shift HR
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Shift HR is seeking an Associate Advisor to join our Wealth Management team, working with experienced Financial Advisors to serve high-net-worth individuals, families, trusts, and foundations. This role offers exposure to investment management, financial planning, and client relationships.
You’ll participate in client meetings, assist with portfolio reviews, onboarding, and the execution of investment strategies, with path toward becoming a Financial Advisor.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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