Financial Advisor (Training and CFP Track)

Our client, a wealth management firm in Charleston is looking for a talented professional with high capacity to build a financial planning practice as an advisor.

Having prior financial experience is NOT required as the right candidate will be sponsored for industry licenses (investments/insurance/Certified Financial Planner), be trained through a financial planning academy and have infrastructure and mentorship to build a practice.

This is an entrepreneurial opportunity to build a business while having access to support.

If you are looking for the traditional employee role, this may not be the right role for you!

The role of an advisor:
Build relationships with prospective clients

Help clients think about future financial planning and personal goals

Constructing comprehensive plans

Educating clients on recommendations and sharing financial advice

Follow up with clientele to update their plans while their life and markets/economy change

Manage your practice with support from a major firm

Marketing and networking
Training will teach planning and business building fundamentals.

Comprehensive planning could include;
Savings, debt reduction and cash flow planning

Investment strategies and portfolio management

Retirement Planning and Retirement Income Planning for retirees

Insurance Planning: Life, Disability, Long Term Care

Estate Planning for charitable giving and passing down assets

Major purchase planning such as a house, business or education funding

Tax implications
 

The average revenue for advisors in their first four years is $82,000+ with top quartile being over $150,000.

(More tenured advisors have higher averages)There is not a base salary or hourly wage as this is an opportunity to build a supported practice.

There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Qualifications:

· Bachelors Degree
Being coachable

Desire to learn the planning profession

Desire to be in a client facing role open to networking and sales
Job Type: Full-time

Pay: $82,414.00 per year

Schedule:
Monday to Friday
Education:
Bachelor’s (Preferred)
Work Location:
One location
Work Remotely:
No
Work Location: One location