Financial Advisor - Charleston, SC

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 The Provider Finder View phone number on click.appcast.io View email address on click.appcast.io #J-18808-Ljbffr