Entry-Level Investment Advisor

Location: Greenville, SC

About Us: 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 Requirements:

• 2+ years in the Investment advice and relationship management world
• Advanced computer skills
• Life, Health Insurance and Securities Series 65 License a must

Required Skills:

• Listening, Communication & Follows through skills are a must.
• Being able to take direction and execute that direction in to a plan
• Able to lead review meetings with existing clients
• Comfortable with presentations and telephone conversations
• Able to prioritize; deadline and details

Responsibilities:

• Working with Tax, Investment, Insurance and Legal Divisions
• Prepare financial plans and other client meeting preparatory
• Accountable for relationship building and fact-finding to grow your book of existing clients.
• Cross-selling, through our different divisions
• Conduct investment research, portfolio analysis, and monitoring
• Prospect with the book of business and leads provided
• Ability to see the big picture and handle details

Compensation:

• Salary and commission structure to be discussed by the firm

Hours:

• M-F 8:30am-5pm
• Some evenings required for client events

Benefits:

• 401k
• Health Insurance
• PTO

Presented by Advisor Employee Services

Thank 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!