Financial Advisor / Certified Financial Planner

Trade Street Wealth Advisors is seeking a motivated Financial Advisor who is CFP certified or actively pursuing the CFP designation to join our growing practice. The right candidate will take an active role in guiding clients, building lasting relationships, and contributing to the ongoing growth of the firm. This position suits an advisor with 2+ years of experience in financial services who is ready for meaningful client interaction, leadership opportunities, and guidance on financial planning and investment strategies. A client book is not required. This is an in-office role in a small, collaborative, fast-paced environment where initiative, strategic thinking, and teamwork are valued. Location: Greer, SC 29650.

What You’ll Do

• Provide financial planning guidance to clients by crafting and executing tailored financial plans and strategies.
• Lead and participate in client meetings to discuss financial planning, retirement planning, and investment approaches.
• Regularly review client accounts and portfolios to ensure alignment with goals and objectives.
• Assess each client's risk tolerance and propose suitable investment strategies.
• Offer fiduciary guidance and always act in the clients' best interests.
• Develop enduring client relationships through proactive communication and dependable counsel.
• Identify opportunities to deepen current relationships and contribute to the firm's growth.
• Proactively pursue new client relationships and support business development efforts.
• Show leadership within the team by sharing ideas, improving processes, and strengthening the client service model.

What We’re Looking For

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

Benefits

• Competitive salary + bonuses
• Health care benefits
• 401(k) with company match
• 11 paid national holidays
• Paid vacation time

Schedule and Employment Type

Schedule: Monday–Thursday 9:00 am to 5:00 pm (1-hour lunch), Friday 9:00 am to 4:00 pm (1-hour lunch).

Job Type: Full-time (In-office position)

This position offers a clear path for professional growth as a financial advisor, opportunities to build client relationships, and a leadership role within a growing firm. We’d welcome the chance to connect.