Financial Advisor

Financial Advisor** Greenville, SCAbout * We are a fast-paced and growing Multifamily Style Wealth Management Firm in the Greenville, SC area with ample opportunities for growth. We are dedicated to adding value to others, fostering open communication, and cultivating a fun and optimistic environment. We believe in continuous improvement in our faith, personal growth, and business. These values serve as the foundation of our firm and our team as we guide our clients in creating a brighter retirement future. Join us and be part of an exciting journey towards making a significant impact in the financial world of others!Minimum *2+ years in the Investment advice and relationship management worldAdvanced computer skillsLife, Health Insurance and Securities Series 65 License a mustRequired *Listening, Communication & Follows through skills are a must.Being able to take direction and execute that direction in to a planAble to lead review meetings with existing clientsComfortable with presentations and telephone conversationsAble to prioritize; deadline and details**** Working with Tax, Investment, Insurance and Legal DivisionsPrepare financial plans and other client meeting preparatoryAccountable for relationship building and fact-finding to grow your book of existing clients.Cross-selling, through our different divisionsConduct investment research, portfolio analysis, and monitoringProspect with the book of business and leads providedAbility to see the big picture and handle details**Salary and commission structure to be discussed by the firmM-F 8:30am-5pmSome evenings required for client events***401kHealth InsurancePTOPresented by Advisor Employee ServicesThank you for your interest in this role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Created: 2025-03-12