Associate Advisor (Former Athletes & Veterans)

Associate Advisor (Former Athletes & Veterans)

Charleston, SC

*This opportunity is presented by Shift Group on behalf of one of our partner companies.

About the Opportunity

We are partnering with a premier Private Wealth firm seeking a relentless, detail-oriented Associate Advisor. This is not a back-office administrative role; it is an entrepreneurial launchpad to learn the wealth management business from the ground up, with a clear path to becoming a full Advisor with your own book of business. Working side-by-side with senior leaders, you will dive into portfolio management, rigorous investment research, and financial planning. We back this expectation with a highly competitive $100,000 base salary (depending on experience). If you are a highly analytical self-starter who thrives in a fast-paced environment and wants to help clients build and preserve their legacy, this is your arena.

Key Responsibilities

• Own the strategy & data: Assist senior advisors in executing elite financial plans, conducting deep-dive portfolio analysis, and monitoring client investments.
• Drive execution: Coordinate seamlessly with internal teams and custodians to manage account updates, transfers, and trades without dropping the ball.
• Arm the frontline: Perform rigorous market research to prepare compelling meeting materials and client presentations.
• Build the business: Actively contribute to proactive business development initiatives to accelerate the firm's growth.

Qualifications

• Former college, professional, or Olympic athlete, or military veteran.
• Strong foundation: Bachelor’s degree in finance, economics, or a related field.
• Execution machine: Exceptional organizational skills, capable of aggressively multi-tasking and managing complex client dynamics.
• Communicate with power: Capable of translating complex financial data into clear, actionable solutions.
• Certified (or ready to be): FINRA licenses (Series 65 or 66, SIE, Series 7) and CFP® designations are highly preferred.

What is Shift Group?

Shift Group is a career platform built specifically for elite former athletes and military veterans. We help experienced professionals translate the traits that made them successful in uniform—discipline, resilience, and leadership—into high-impact business roles.

Through our platform and coaching resources, candidates showcase their track record, connect directly with companies seeking proven talent, and position themselves for leadership and strategic opportunities across business development, strategy, operations, and more.

Why Shift Group?

We’ve navigated this transition ourselves. As former athletes and veterans, we know the value of experience, leadership, and performance, and how to translate that into meaningful business impact.

Shift Group gives you the edge:

• Strategic coaching and guidance to refine your leadership approach and accelerate team impact.
• Tools to showcase your achievements and story in ways that make you stand out to decision-makers.
• Access to a network of companies hiring exclusively former athletes and veterans, including roles not publicly posted.
• The ability to position yourself for leadership and high-visibility opportunities.

The result: experienced professionals who don’t just apply, they get noticed, connected, and hired.

Why isn’t the company name listed?

The companies we partner with do not publicly post these roles. Instead, they work directly with Shift Group to identify and hire from our network.

They come to Shift Group with a clear focus on hiring former athletes and veterans, trusting the caliber of talent we develop and building their teams from this community.

This role represents just one of many opportunities available through our platform. By joining Shift Group, you’ll gain access to a curated set of opportunities you won’t find on traditional job boards.

*Shift Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.