Financial Planner

1 week ago


Charleston, South Carolina, United States Wellspring Search Partners Full time
Job Opportunity

We are seeking a skilled Financial Advisor to join our team at Wellspring Search Partners in Charleston, SC.

About the Role:

The ideal candidate will possess a strong understanding of wealth management and financial planning, with experience working with clients to achieve their financial goals.

Key Responsibilities:

  • Provide expert financial advice to clients
  • Develop and implement comprehensive financial plans
  • Manage client assets and portfolios
  • Offer ongoing support and guidance to clients

Requirements:

  • Bachelor's degree in finance or a related field
  • CFP certification preferred
  • At least 5 years of experience in the financial services industry
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team

About Wellspring Search Partners:

We are an independent wealth management team focused on holistic financial planning, portfolio management, and institutional portfolio management. Our team offers a collaborative and supportive environment, with access to resources and expertise from two of the largest investment companies in Fidelity and Osaic Wealth.

What We Offer:

  • Competitive compensation and benefits package
  • Opportunity to build and manage your own book of business
  • Access to cutting-edge technology and resources
  • Collaborative and dynamic work environment

How to Apply:

Please submit your application, including your resume and a cover letter, to Wellspring Search Partners.


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