Top 3 Associate financial planner (cfp ®) Jobs in Mount Pleasant, Sc

Associate Wealth Advisor
Beacon Pointe Advisors LLC —Mount Pleasant, SC
- $55,000 - $60,000 a year
- Microsoft Excel
- Writing skills
- Research
Associate Financial Professional
Stone Press Financial Group —Charleston, SC
- $80,000 a year
- Remote
- CPA
- Customer service
- Research
Quick Apply
Paraplanner, Associate Advisor
Apollon Wealth Management —Charleston, SC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Experience working with individuals with disabilities
- Travel reimbursement
Quick Apply

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply
Senior Wealth Planning Associate - Columbus, OH
Janney Montgomery Scott LLC —Columbus, OH
Must obtain insurance license within 12 months of hire. Gather and analyze data, develop of financial planning recommendations, implementation, and portfolio…

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Associate Wealth Advisor

Beacon Pointe Advisors LLC
Mount Pleasant, SC

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Job Details

$55,000 - $60,000 a year

Qualifications

Customer communication
Research

Full Job Description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Charleston/ Mount Pleasant, SC office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. This position is fully in-person in our Charleston/ Mount Pleasant, SC office.

Responsibilities

Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing
Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
Assist with business development efforts
Coordinating timely investment process of new client accounts within internal guidelines
Responsibility for client data in various internal systems including the firm’s portfolio management database (Tamarac)
Developing in depth understanding of portfolio construction and risk management
Communicating with separate account managers regarding client service issues
Other duties as assigned
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
Professional Financial Designation (CFP®, CFA, or Series 65, or equivalent work experience) preferred
1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team environment
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Resonates with BP Values: Family Oriented, Ambitious, Collaborative, Entrepreneurial, Service

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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associate financial planner (cfp ®) jobs in mount pleasant, sc

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