Financial Advisor

7 days ago

Summerville, United States Commonwealth Financial Group Full time

This Financial Advisor position is based in our Summerville office and will be offered October 1, 2024 with a January 1, 2025 start date.


Commonwealth is a comprehensive financial planning firm that began with a vision to reinvent how clients receive financial services. We’re dedicated to helping clients and advisors live lives full of meaningful experiences.


Unlike the traditional approach of one advisor attempting to be everything to the client, we take a team-centered approach to consulting. We believe this provides the knowledge, insight, and support to keep advisors and clients on track for the long term.


Commonwealth’s Advisor Development Program will help you build your practice, acquire new clients and deepen relationships. We believe in continued education and are committed to providing customized support throughout your career to help leverage your best practices while you grow as a Commonwealth team member.


Similar to crafting a financial plan for clients, we engage with advisors at their current stage to create a clear roadmap towards their goals. By gaining a precise understanding of their objectives, we then focus on developing the necessary skills and strategies to achieve them.


Our values guide every conversation, decision and interaction and we believe that our advisors are our most competitive advantage. We have three primary values that are based on our vision and provide the foundation for everything we do:

  • Excellence
  • Faithfulness
  • Lifelong Learning


Being a financial advisor is more than a career; it’s a commitment to helping individuals and families navigate their financial futures with confidence and clarity. As a financial advisor, you have the opportunity to make a profound impact on people’s lives by providing personalized guidance and strategies that empower them to achieve their financial goals. Whether it's planning for retirement, saving for a child's education, or managing investments, the role of a financial advisor is rooted in building trust, understanding unique financial needs and offering tailored solutions that adapt to changing circumstances. What excites you most about the prospect of being a financial advisor, and how do you envision making a difference in your clients' lives?


Qualifications:

  • Bachelor’s degree or higher (minimum GPA 3.0)
  • 2-3 years work experience in sales, finance, or comparable field
  • Strong work ethic
  • Proven interpersonal and intrapersonal communication skills
  • Ability to network and establish relationships with clients
  • Negotiation and influencing skills
  • Determination and tenacity
  • Ability to work in a team
  • Excellent time management
  • Ethical and professional approach to your work
  • Ability to obtain FINRA Series 7, 66 and SC Life, Accident & Health Insurance licensure

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