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Private Client Advisor

1 month ago

Greenville, United States Greenwood Capital Full time

Private Client Advisor

Greenwood Capital Associates | Greenville, SC

Organizational Overview

Greenwood Capital, a Registered Investment Advisor, provides a complete wealth management experience through a holistic approach to financial planning and investment management. As we are focused on meeting our clients' needs now and for the future, we work strategically and collaboratively with their other professionals in implementing client comprehensive financial plans. Learn more at www.greenwoodcapital.com.

What We're Looking For

Greenwood Capital is seeking a talented and knowledgeable professional to serve as a Private Client Advisor for its Greenville Office location. The role of a Private Client Advisor at Greenwood Capital is to work within our "Diamond Team" structure with both internal and external responsibilities. Internally the Private Client Advisor will work within the team structure, supporting the Senior Private Client Advisor in monitoring team client accounts, assisting with Financial Planning data, and working with the team in discovering and implementing prospecting opportunities. The external functions include prospecting High Net Worth professionals, business owners, foundations and other individuals seeking counsel for optimizing the growth of their investable assets, resulting in new assets under management. As an Investment Adviser Representative (IAR), the Private Client Advisor serves as their clients' key contact, advisor and consultant for all matters pertaining to the client relationship. The IAR creates a partnership with the client to mutually identify financial goals/aspirations and to develop an overall investment plan. The successful Private Client Advisor will balance the dual responsibilities of new business development (new client acquisition and "profiling") and client servicing.

What You Can Expect

Client Servicing: Serve as the main point of client contact for all team relationships, providing all aspects of client servicing in a professional and responsible manner, including (but not limited to):

  • Maximizing client engagement by assessing, understanding and identifying client financial goals, and recommending investment plans, and holistic financial solutions as a Certified Financial Planner OR through introductions to qualified financial providers.
  • Conducting client portfolio review meetings and keeping clients apprised of relevant changes in the economy, market conditions; and of GCA's investment views and expectations for the economy and the markets.
  • Monitoring investment portfolios in accordance with client objectives and risk tolerance by devoting the requisite amount of attention to professionally oversee the investment management of each client account; monitoring adherence to asset allocation, compliance tolerances, cash management, and client specific needs.
  • In conjunction with the Associate Advisor/Administrator, maintaining accurate and timely documentation, including Client Relationship Forms (suitability documentation) and Client Notes (contact management system).
  • In conjunction with the Associate Advisor/Administrator, maintaining client correspondence to include letters, email messages, notes, and publications of interest or pertinence to the client, as appropriate for the relationship. Ensure documentation of correspondence.

New Business Development: Demonstrate exceptional product and business development skills by acquiring profitable client relationships within Firm asset and revenue targets.

  • Develop centers of influence that will ultimately result in referrals of prospects to Team.
  • Initiating contacts and cultivating referrals to build new clients and to identify further prospects.
  • Adhering to the Firm Compliance Program and operational procedures, work with the Private Client Administrator and GCA Operations to ensure efficient and accurate opening of new accounts and receipt of all required documentation.

Compliance: Maintain the fiduciary standard expected of all Firm personnel, comply with the Firm's Code of Ethics and Compliance Program, overall fostering a culture of compliance.

Other: Assist with special projects and other duties as requested.

Skills & Education Requirements

  • Bachelor's degree in finance, accounting, business, or related field from an accredited college/university.
  • Preferred: Certified Financial Planner (CFP®) or similar financial planning designations.
  • Required license(s): Series 65 or Series 7 and 66; or other FINRA recognized qualifying certifications.
  • 5 plus years of Financial Advisor experience with a Registered Investment Advisory Firm, Trust Operation, or Brokerage.
  • Proven experience in financial planning and advisory roles.
  • Strong interpersonal and communication skills.
  • Ability to work collaboratively within a team structure.
  • Demonstrated ability to manage client relationships and develop tailored investment plans.
  • Expertise in identifying and developing new business opportunities.

Greenwood Capital offers a competitive salary, an exceptional qualified retirement plan, paid time off plan, and a full range of insurance benefits including health, dental, and vision.

If you believe you have the skills and qualifications to be an integral part of our firm, consider a career with Greenwood Capital, where our personal approach to a global investment perspective has been the key to our success. This is the place where you can truly expand your career potential with an organization that embraces growth, associate engagement, and an associate-friendly environment. This is a full-time position in a smoke and drug-free workplace. Compensation is commensurate with experience, education, and level of expertise.

About Greenwood Capital Associates

Our Mission: To Serve Our Clients, Our Communities, and Our Associates

Greenwood Capital is a 40-year, investment advisory firm registered with the Securities and Exchange Commission, headquartered in SC, with more than $1.3 billion in assets under management. Greenwood Capital is an affiliate of Countybank as of 2008. In 2017, Greenwood Capital expanded its Greenville, SC operation to a dedicated office in the Countybank building on McBee Avenue in downtown Greenville, and in 2018, Greenwood Capital relocated its corporate office to 425 Main Street in Greenwood, SC.

How We Give Back

The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments.

In addition to the Foundation's contributions, Countybank and Greenwood Capital employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank and Greenwood Capital volunteer with local charitable and civic organizations.

Learn More

Visit us at www.greenwoodcapital.com