Financial Advisor
Full-time
MassMutual South Carolina
About Us
MassMutual South Carolina is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. Our strength lies in our holistic approach to serving our clients' financial needs and our commitment to their long-term financial wellbeing. Operating in a fast-paced, team-oriented environment, MassMutual SC fosters a culture of collaboration, continuous learning, and service to community.
We are seeking a Financial Advisor to join our team. Here at MassMutual SC, you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals. You will be able to trust in the fact that you are joining a rapidly-growing company in which you will have the unique ability to greatly impact our future trajectory. What's In It For You
- Unlimited compensation potential, with fixed or variable compensation options
- Online study resources provided to prepare for the SC Life and Health Exam
- Reimbursement for Life and Health Exam upon completion (and passing)
- One on One mentorship
- Digital Platforms
- Support and resources from a top 7 Broker Dealer locally and nationally
- Culture of collaboration and teamwork
Job Responsibilities
- Cultivate client relationships
- Advise clients on investment strategies, aligning with their financial goals and risk tolerance.
- Develop in-depth knowledge of our products and services to recommend suitable solutions based on client needs.
- Communicate effectively with clients to build long-lasting relationships
- Monitor financial market trends to ensure that the client's plans are effective.
- Complying with all industry rules and regulations, and with the company's policies.
Desired Qualifications
- 1-3 years' experience as a Financial Advisor or similar role.
- Strong critical thinking skills and ability to solve complex problems.
- Exceptional interpersonal and relationship building skills.
- A Bachelor's degree in finance, business or a related field.
Nice-to-Haves
- Health and Life License (preferred but not required).
- Successful completion of FINRA Series 7 and 66 exams (preferred but not required).
- CFP (Certified Financial Planner) certification
- Understanding and experience with financial planning software
- Proven track record of success in a sales role
- Experience with CRM software, ideally Salesforce.
- Passionate about providing excellent client service.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Charleston, SC vacancy
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Charleston, SC2 days ago- ...high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking... ...to community. The Opportunity We are seeking a Financial Advisor to join our team. Here at MassMutual SC, you will own your book...Suggested
MassMutual South Carolina
Charleston, SC4 days ago - ...Pinnacle Financial Advisor At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with...SuggestedWork at office
Pinnacle Bank
Charleston, SC3 days ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...SuggestedWork at officeUnavailable
Charleston, SC18 hours ago$78k - $150k
Headquartered in Bethesda, Maryland, First Financial Group is a complete financial services firm - one of the largest independently owned... ...live great financial lives. The Opportunity As a Financial Advisor at First Financial Group, you will play a pivotal role in guiding...Suggested- Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting‑edge training and resources to help you succeed. You'll help people plan for their financial futures...Work at officeLocal areaFlexible hoursNight shift
- ...A leading company is seeking a motivated Financial Advisor to join their expanding team in Charleston, SC. This role involves providing comprehensive financial planning and investment management services, helping clients achieve their financial goals. The ideal candidate...
United Community Services
Charleston, SC5 days ago $100k
...are looking for highly motivated individuals—whether new to the workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by...Remote workFlexible hoursHudnall Capital Advisors
Charleston, SC4 days ago- ...At ArisGarde, we believe exceptional planning changes lives. We're not looking for someone simply seeking another financial advisor position. We're looking for someone who wants to become an exceptional advisor. Someone committed to mastering comprehensive financial planning...Full timeWork at office
ArisGarde
Charleston, SC4 days ago $24k
Overview Equitable Advisors is seeking to onboard a Retirement Benefits Group (RBG) Financial Professional. Primary focus: providing financial products and services, and education to those who build and serve our communities, such as teachers, school administrators, and...Temporary workRemote work- ...Financial Aid Counselor Charleston Southern University Position Overview The Financial Aid Counselor is responsible for supporting the administration of student financial aid at Charleston Southern University. This position plays a critical role in reviewing...Local areaNight shiftWeekend work
Charleston Southern University
Charleston, SC4 days ago $75k - $95k
...Job Description Job Description Financial Planner Position Overview Seeking a motivated Financial Planner to join a collaborative... ...for career advancement. The ideal candidate is a client-focused advisor with strong technical knowledge, a producer's mindset, and a passion...Full timeRelocationMBC Talent Connections
Charleston, SCa month ago- ...Financial Representative The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial...Work at officeLocal area
Western & Southern Life
Charleston, SC5 days ago - ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you · Entrepreneurial...Work at officeLocal area
Modern Woodmen
Charleston, SC2 days ago - ...Financial Counselor - MUSCP Charleston, South Carolina Financial Counselor - MUSCP Patient Access, Records, Health Information, Medical Records & Coding Business Operations Full Time MUSC Physicians (MUSCP) Job Description Summary Responsible for...Hourly payFull timeWork experience placementWork at officeShift work
Medical University of South Carolina
Charleston, SC2 days ago $3,000 per month
...Job Description Job Description Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies...Allora
Mount Pleasant, SCmore than 2 months ago- ...difference - for us and for your future.****Position Title:** Wealth Advisor**Business Unit:** WM - FNTC**Reports to:** Market Executive -... ...others who influence potential customers to positively impact financial results of the corporation. Meets with prospects, identifies...Work at officeLocal area
F.N.B. Corporation
Charleston, SC50 minutes ago $100k
...career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping...Flexible hoursHudnall Capital Advisors
Charleston, SC18 hours ago$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Charleston, SC1 day ago- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related...
Beacon Pointe Advisors
Charleston, SC1 day ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaUnavailable
Charleston, SC4 days ago- ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...your experience and career goals. Position Purpose The Wealth Advisor is responsible for providing comprehensive wealth management...For contractors
Cetera Financial Group
Charleston, SC4 days ago - ...k) participation with possible employer contributions Responsibilities Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning...Work at officeImmediate start
ECPI University
North Charleston, SC5 days ago - Ballast Rock Asset Management in Charleston, SC is seeking a capable professional to underwrite, structure, and manage debt investments in renewable energy infrastructure assets. You will support cross-functional teams across modeling, investment committee prep, transaction...
Ballast Rock Asset Management
Charleston, SC4 days ago - ...rental residential real estate business. To learn more, visit . JOB DESCRIPTION SUMMARY The FP&A Analyst will support Financial Planning & Analysis for Greystar. This role provides strategic support to Greystar’s executive team on enterprise-wide planning, analysis...Full timeLocal areaImmediate startRelocation
Greystar Worldwide, LLC
Charleston, SC2 days ago - ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Full timeLocal area
Modern Woodmen
Charleston, SC5 days ago - Primary Office Location: 1804 Sam Rittenberg Blvd. Charleston, South Carolina. 29407. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is expected to develop proficiency of basic ...Work at office
fnbcorp
Charleston, SC1 day ago - ...Huntington Bancshares, Inc. in Charleston, SC seeks a Financial Relationship Banker to retain and grow consumer and business banking relationships by identifying financial goals and recommending deposit, loan and other banking products. You will provide excellent service...Flexible hours
Huntington Bancshares, Inc.
Charleston, SC1 day ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Charleston, SC18 hours ago- ...Bank Of South Carolina Job Opportunity The Bank of South Carolina is dedicated to being a full-service financial institution, with a priority placed on hospitality and service. We pride ourselves on our attention to detail, and we strive to provide customers with the...Monday to FridayFlexible hours
The Bank of South Carolina
Charleston, SC2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial advisor training program Charleston, SC
- financial planning assistant Charleston, SC
- estate planning consultant Charleston, SC
- financial advisor development program Charleston, SC
- wealth advisor Charleston, SC
- financial consultant Charleston, SC
- financial counselor Charleston, SC
- associate corporate finance Charleston, SC
- finance associate Charleston, SC
- jde finance consultant Charleston, SC