Independent Advisor Finance Jobs

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Coast Wealth Management Group Myrtle Beach, SC

Myrtle Beach, SC

Today

$50k - $500k/yr Full time Advisor Asset & Wealth Management Business Development

Independent, fee-based Financial Advisor role with client planning and ongoing investment management in Myrtle Beach, SC.

Build and maintain relationships with clients and prospective clients.
Run discovery meetings to understand client goals, financial circumstances, and retirement priorities.
Develop and deliver financial planning and investment recommendations.
Assist clients with retirement income strategy evaluation, account consolidation, and continued investment management.
Participate in seminars, workshops, community events, and other business development activities.
Follow up with prospects consistently and guide them through the decision-making and onboarding process.
Perform ongoing client reviews and provide proactive communication.
Maintain accurate CRM records and adhere to firm policies and applicable compliance requirements.
Collaborate with advisors, marketing, and operations staff to support a strong client experience.

Competitive compensation: attractive advisor payout structure with recurring revenue potential and room to grow.
Ownership of your book from day one: build lasting client relationships with a stake in the business.
Independent opportunity: own your practice with support from an established Registered Investment Adviser firm.
Turnkey marketing systems: established seminar and workshop programs, digital marketing, prospect follow-up systems, and client communication tools.
Modern technology stack: Advyzon CRM, financial planning tools, and scheduling systems to support an efficient client experience.
Custodial access: work with Schwab Advisor Services and Altruist.
Operational and marketing support: support for onboarding, managing relationships, and growing your practice.
Retirement account match: matching opportunity to support your own long-term financial goals.
Travel opportunities: opportunities tied to professional development, industry events, and firm growth.
Optional insurance opportunities: access to life insurance and annuity business through an affiliated insurance agency.
Direct access to firm leadership: work with a team where ideas and contributions can influence how the firm grows.

Experience in financial advising, investment management, or retirement planning.
An existing client book or established professional network.
Experience conducting client meetings, educational workshops, or seminars.
Familiarity with CRM and financial planning software.
Active life insurance license is a plus (not required). Advisors offering life insurance or annuities need appropriate licensing and appointments.

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