Financial Advisor

Company Description Tristate Financial Advisors is a full-service financial and wealth management firm dedicated to meeting the unique financial needs of residents across the Tristate region. As a branch of Florida Financial Advisors, the firm offers comprehensive, personalized strategies that help clients align their financial plans with their life goals and career paths. Advisors work closely with clients to understand their current financial situation, anticipate future needs, and optimize employer benefits to build long-term financial security. The firm takes a holistic approach, addressing goals such as education, major purchases, and business ventures. Tristate Financial Advisors operates branded offices along the East Coast, including locations in Philadelphia, the DC Area, Charlotte, Charleston, and Nashville. Role Description This full-time, onsite Financial Advisor role is based in North Charleston, SC. The Financial Advisor will meet with clients to assess their financial goals, review their current financial status, and develop tailored financial plans that address retirement, investments, and overall wealth management. Day-to-day tasks include analyzing financial data, recommending investment strategies, and integrating employer-sponsored benefits into comprehensive financial plans. The role involves educating clients on financial concepts, conducting regular portfolio reviews, and adjusting strategies based on changing needs and market conditions. The Financial Advisor will collaborate with internal teams, maintain thorough documentation, and uphold regulatory and compliance standards while delivering high-quality client service. Qualifications Candidates should possess strong skills in Financial Planning and Financial Advisory to develop comprehensive, client-focused strategies. Candidates should possess solid knowledge of Finance and Investments to analyze portfolios and recommend appropriate solutions. Candidates should possess expertise in Retirement Planning to help clients prepare for long-term income and risk management needs. Candidates should possess excellent communication and relationship-building skills to explain complex concepts and earn client trust. Candidates should possess strong analytical abilities, attention to detail, and proficiency with financial planning tools and software. Relevant certifications such as CFP, Series 7/66, or other industry licenses are preferred, along with a bachelor’s degree in finance, business, or a related field. Prior experience in financial services, wealth management, or advisory roles is beneficial, as is familiarity with employer benefit plans. #J-18808-Ljbffr