Charleston, SC
3/20/2021

Wealth Advisor

Windward Recruiting has partnered with a multi-billion RIA in search of a Wealth Advisor in South Carolina. This individual will be the local market contact for developing, retaining, and servicing new and current high net worth individuals and their families. The ideal candidate has experience leading client relationships, a background in financial planning, has the ability to work independently and excels at business development. This position may be located in Greenville, Charleston, Columbia or Hilton Head.

Responsibilities:

  • Responsible for proactive face-to-face communication and relationship building with clients, centers of influence, and prospects for clients.
  • Effectively communicate investment strategy, planning solutions, and value proposition.
  • Strong networking and business development ability through various means including COIs.
  • Servicing and advising clients relative to their wealth management, investment, and financial planning needs
  • Representing the firm in a positive and professional manner

Qualifications:

  • Four-year college degree (Bachelor’s Degree in Finance, Business or Economics is preferred)
  • CFP, CPA, JD or CFA preferred
  • At least seven years of industry experience
  • Strong communication and presentation skills
  • Ability to handle multiple tasks and complete in a timely manner
  • Ability to work with a team, yet be a self-starter
  • Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to excel in a fast-paced, team environment. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.