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    Financial Advisor - Charleston, United States - Wellspring Search Partners

    Wellspring Search Partners
    Wellspring Search Partners Charleston, United States

    4 days ago

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    Description
    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.

    About the Firm:
    • 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

    Wellspring


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