Financial Advisor — Independent Opportunity

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

Responsibilities

• 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.

Requirements

• Currently hold a Series 65, or both a Series 7 and Series 66.
• Ability to meet applicable investment adviser registration requirements.
• Strong communication, relationship-building, and follow-through skills.
• Entrepreneurial mindset with willingness to actively develop business.
• Commitment to acting in clients’ best interests.
• Ability to serve clients in the Myrtle Beach and Grand Strand area.

Technologies

• Advyzon CRM
• Financial planning tools
• Scheduling systems
• Schwab Advisor Services
• Altruist

Benefits

• 401(k) matching

What We Offer

• 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.

Preferred Qualifications

• 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.

Pay

• $50,000.00 - $500,000.00 per year

Work Location

• Onsite (In person)
• Myrtle Beach, SC (Grand Strand area)

How to Apply

• Apply through Indeed with your résumé and a brief introduction.
• Include your current securities and advisory licenses.
• Include your financial services experience.
• Indicate whether you have an existing client book.
• Explain what interests you about joining Coast Wealth Management Group.