Summary from listing
The Associate Advisor | Wealth Management will support experienced Financial Advisors serving high-net-worth individuals, families, trusts, and foundations. The role involves client meetings, research, portfolio reviews, investment analysis, financial planning, account servicing, market monitoring, and coordination with investment, operations, and client service teams. It requires a bachelor's degree, Series 65, 3–5 years of relevant experience, and strong analytical and communication skills; CFP® certification or progress toward it is highly valued. The position is based in Bluffton, South Carolina, and is intended as a career-development step toward becoming a Financial Advisor.
