Financial Advisor / Certified Financial Planner

Trade Street Wealth Advisors seeks an in-office Financial Advisor (CFP or pursuing CFP) to guide clients in Greer, SC, deliver personalized financial planning, and contribute to firm growth.

Responsibilities

• Provide comprehensive financial guidance by crafting and implementing tailored plans and strategies for clients.
• Lead and participate in client meetings to discuss financial planning, retirement objectives, and investment approaches.
• Regularly review client accounts and portfolios to ensure alignment with stated goals and objectives.
• Evaluate client risk tolerance and recommend appropriate investment strategies accordingly.
• Offer fiduciary guidance and uphold the best interests of clients at all times.
• Build and maintain long-term client relationships through proactive communication and trusted advisory support.
• Identify opportunities to strengthen existing relationships and contribute to the firm’s growth trajectory.
• Proactively pursue new client relationships and support business development initiatives.
• Show leadership within the team by sharing ideas, refining processes, and enhancing the client service model.

Requirements

• CFP designation or active pursuit of CFP certification.
• Series 7 license.
• Two or more years of experience in financial services.
• Strong communication and relationship-building skills.
• Professional, ethical, and self-motivated demeanor.
• Ability to thrive in a small, fast-paced team environment.

Benefits

• Competitive salary plus bonuses.
• Health care benefits.
• 401(k) plan with company match.
• Eleven paid national holidays.
• Paid vacation time.

Schedule

• Monday through Thursday: 9:00 AM - 5:00 PM (1 hour lunch).
• Friday: 9:00 AM - 4:00 PM (1 hour lunch).