Jr. Advisor

Charleston, United States | Posted on 02/25/2025

Ivy Way Placements offers a comprehensive suite of services tailored to meet the needs of both job seekers and employers. Our primary services include:

• Talent Acquisition:
  Connecting highly skilled finance professionals with leading firms.
• Career
  
  Coaching:
  
  Assisting candidates in navigating their career paths within the finance industry.
• Client Consulting:
  Advising companies on best practices for recruitment and talent retention.
• Wealth Management Guidance:
  Providing expertise in financial planning for both individual clients and corporate entities.

Develop comprehensive financial plans. Be involved in all aspects of pre-client meeting activities such as reviewing previous meeting notes, preparing meeting agenda, preparing reports, and creating exhibits as well as post‑meeting follow‑up tasks. Work with existing clients on service and planning issues. Communicate with lead planner and clients on ongoing planning and investment needs. Take initiative and proactively analyze client needs related to any aspect of planning and investments.

Work in a team environment with the willingness to learn from others, share information and find solutions that benefit the clients. This is NOT a sales position – no client acquisition responsibilities.

Bachelor’s degree from an accredited university; major in financial planning, business administration, economics, or related field preferred. 1+ years of financial planning experience. Strong client service and relationship skills. Team player who adheres to the firm’s cultural norms. Ability to multitask in a fast‑paced environment. Working towards CFP® Designation. Strong computer and technical skills. Tax knowledge and preparation experience would be a plus.

Competitive salary based on experience with an incentive compensation program. Paid holidays and vacation days. Safe Harbor 401k Plan. Continued education and paid conference attendance. Flexible work schedule. Clear growth track.