Financial Advisor - Charleston, SC
The Provider Finder
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:
Ben Dollar
The Provider Finder
View phone number on click.appcast.io View email address on click.appcast.io
- 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.
- Providing financial advice to clients
- Developing and implementing financial plans
- Managing client assets
- Providing ongoing support to clients
- 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
Ben Dollar
The Provider Finder
View phone number on click.appcast.io View email address on click.appcast.io
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Charleston, SC in Charleston, SC vacancy
$72.28k - $108.16k
...Work Location: Charleston, South Carolina, United States of America Hours: 40 Pay Details: $72,280 - $108,160 USD TD... ...Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for...SuggestedLocal areaWork from homeFlexible hoursTD Bank
Charleston, SC11 hours ago$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full... ...General Job Information Title Personal Financial Counselor; Charleston, SC Grade 24 Work Experience - Required Financial...SuggestedContract workTemporary workWork experience placementWork at officeMagellan Health
Charleston Air Force Base, SC3 days ago- ...Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial... ...7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over...SuggestedLocal area
Thrivent Financial
Charleston, SC3 days ago - ...forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for... ...position is hybrid (report to the office on weekly basis) at the Charleston, SC office. SUMMARY/OBJECTIVES Responsible for...SuggestedDaily paid
SouthState Bank, N.A.
Charleston, SC4 days ago $35 - $54 per hour
...outside of the company’s main facilities, generally at the customers’ or suppliers’ locations. This is a field role in the Charleston, SC region. About Philips We are a health technology company. We built our entire company around the belief that every human...SuggestedHourly payFull timeWork experience placementWork at officeLocal areaRemote workWork from homeHome officeWork visaRelocation packageFlexible hoursNight shift3 days per weekPhilips
Charleston, SC1 day ago- ...transitioning employees and their families. Description We have an opening for a part-time casual career coach based in Charleston, SC to support our relocation and/or outplacement solutions. With relocation, we support employees and their spouses/families as...Contract workPart timeCasual workWork at officeLocal areaRemote workRelocationRelocation packageFlexible hours
Impact Group
Charleston, SC7 hours ago - ...Part-Time Travel Relationship Banker - Charleston Calhoun - Charleston, SC 29401 Overview Position Type Full Time Job Shift Day Category Banking Description Job Summary Performs various retail branch responsibilities to ensure an excellent customer experience...Full timePart timeWork at officeShift workNight shift
South Atlantic Bank
Charleston, SC8 days ago - ...Financial Advisor Job Post Information* : External Company Name Grow Financial Federal Credit Union Job Locations US-SC-Charleston Job ID 2025-2524 # of Openings 1 Posted Date 8 months ago(9/4/2025 12:19 PM) Category...Full timeLocal areaRemote work
Grow Financial
Charleston, SC4 days ago - ...Financial Advisor Charleston, SC, United States About the Job Your own business. Unlimited income potential. Excellent benefits package. Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern...Work at officeLocal areaFlexible hoursNight shift
Hypelink Digital Marketing
Charleston, SC2 days ago - ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to... ...Must take and pass required language assessment Posting Location(s): ~5561 Rivers Ave NORTH CHARLESTON, SC 29406-6130...Work experience placement
Wells Fargo
Charleston, SC3 days ago - ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to... ...assessment Posting Location(s): ~5561 Rivers Ave NORTH CHARLESTON, SC 29406-6130 @RWF22 Spanish Posting End Date: 5 Jun 2...Work experience placement
Wells Fargo
North Charleston, SC2 days ago - ...forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for... ...procedures and policies. This position will be located in the Charleston, SC office or the McKinney, TX office. Essential Functions...Full timeRemote workHome office
South State
Charleston, SC11 hours ago $43.81k
...prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate... ...about Regions' benefits, please visit Location Details Charleston Meeting Street Main Location: Charleston, South Carolina...Full timeFlexible hoursRegions Bank
Charleston, SC2 days ago- ...branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward... ..., team-oriented environment, MassMutual SC fosters a culture of collaboration,... ...Opportunity We are seeking a Financial Advisor to join our team. Here at MassMutual SC,...
MassMutual South Carolina
Charleston, SC5 days ago $80k - $100k
...Charleston New Home Security Sales Representative Charleston, South Carolina, United States CPI Security, a leader in the security... ...using company provided tools. As a Construction Security Advisor, you will lead our mission to make every day safer for our community...Base plus commissionTemporary workFor contractorsCPI Security
Charleston, SC7 hours ago$225k - $255k
...Job Description Job Description Job Description: Corporate M&A Associate (Midlevel) Location: Charleston, SC Compensation: $225,000 - $255,000 / year Direct Counsel is representing an Am Law 100 firm seeking an experienced midlevel associate to join the...Full timeWork at officeDirect Counsel
Charleston, SCmore than 2 months ago- ...Overview Join to apply for the Charleston Regional Loan Officer role at Caliver Beach Mortgage . Do you have strong relationship building... ...referral partner relationships with Realtors, CPAs, Financial Planners, etc. Maintains a database of past clients for marketing...Remote work
Caliver Beach Mortgage
Charleston, SC4 days ago - ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase’s affluent clients, as well as other branch...Immediate startAfternoon shift
$75k - $80k
...Job Description Job Description Chronic Care Staffing is Hiring a Financial Analyst in Charleston, SC! ⚠️Important Eligibility Requirement: This role is remote, but hiring is limited to South Carolina residents only . Candidates living outside South Carolina will...Full timeLive inRemote workHome officeMonday to Friday$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, SC1 day ago- ...SouthState Financial Position The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to... ...part-time employee Work Location: 2440 Mall Drive North Charleston, South Carolina 29406 Equal Opportunity Employer, including...Full timePart timeWork at officeRemote workHome officeTrial period
South State
Charleston, SC4 days ago $60k - $75k
...Fund Accountant Location: Charleston, SC Schedule: Standard M-F Pay Rate: $60-75k/yr; 7.5% annual bonus Job Description The... ..., to ensure the production of meaningful and accurate financial reports for investors and lenders. Joining a team of 4-5 Fund...Work at officeWorkPath Partners
Charleston, SC13 hours ago- ...Descriptions are not designed to list every aspect of a position but to serve as a general overview. SUMMARY OF POSITION: A Financial Advisor should demonstrate commitment to delivering distinctive service. The position is responsible for managing a portfolio of...Work at office
Pinnacle Bank
Charleston, SC3 days ago $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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Charleston, SC1 day ago- ...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, SC3 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Charleston, SC3 days ago- ...Are you a Financial Advisor looking to grow and lead your own advisor team with the support of MassMutual South Carolina. When you join us, you'll have access to our services and support teams, and the resources you need to optimize your process and help your clients...
MassMutual
Charleston, SC13 hours ago - ...About the job We’re seeking experienced Financial Advisors who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients. If you’re...Local areaFlexible hours
MassMutual South Carolina
Charleston, SC3 days ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Charleston, SC14 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Charleston, SC. Be the first to apply!
Related searches
- jde finance consultant Charleston, SC
- financial advisor Charleston, SC
- financial planner Charleston, SC
- financial planning assistant Charleston, SC
- financial advisor associate Charleston, SC
- financial counselor Charleston, SC
- financial planning associate Charleston, SC
- finance associate Charleston, SC
- estate planning consultant Charleston, SC
- financial planning administrator Charleston, SC