Finance Jobs in Greenville, SC

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2mo ago

Financial Planning Advisor

Cornerstone Wealth Management Greenville, SC

Greenville, SC

2mo ago

$70k - $95k/yr Full time Advisor CFP Client Service

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Job Description

Position Overview

Cornerstone Wealth Management is seeking a seasoned Financial Planning Advisor to join our Greenville, SC team. This role offers the excitement of a rapidly growing, highly regarded advisory firm with substantial income potential tied to performance. You’ll work with a collaborative group of advisors, marketers, and client relations specialists who value success and reward hard work. The ideal candidate will be articulate, dependable, and bring a positive, long‑term mindset to a fast‑paced environment. The Financial Planning Advisor will contribute to the firm’s growth by delivering comprehensive financial planning, servicing clients, and supporting the investment team in strategy discussions. Leadership capabilities for guiding the financial planning team and ensuring excellent client service are highly valued. We prize a culture that demonstrates its strength through actions, not just words, and we look forward to sharing more about who we are with the right candidate.

Key Responsibilities

Build comprehensive financial plans for clients and prospects.
Provide exceptional client service via phone, in-office visits, and other communications.
Manage calendars, coordinate with the investment team on strategy meetings, and prepare for planning sessions.
Serve as a leader for the financial planning team, offering guidance on cases while maintaining strong client relationships.
Operate effectively in a fast‑paced, innovative environment with minimal supervision.
Engage with high net worth clients to keep retirement plans on track; meet with clients in‑person or via Zoom as needed.
Develop financial reporting models to evaluate performance and inform investment strategies.
Listen to client needs and respond promptly and professionally on behalf of the team via calls, emails, and mail.
Demonstrate proactive problem-solving, detail orientation, and strong time management.

Requirements & Qualifications

4-year degree in Accounting, Finance, or a related field
Series 65 or 66 with Life & Health Licenses
3–7 years of experience in financial services offering investment management and insurance services
Solid understanding of reporting and financial plan construction
CFP strongly desired but not mandatory if willing to pursue the designation while employed
Proficiency with MS Office and the ability to quickly learn new software
Excellent written and verbal communication skills, both in person and over the phone
Proactive mindset, positive attitude, and consistent follow-through
High intelligence, strong organization, and meticulous attention to detail
Ability to work independently with effective time management and critical thinking
Please DO NOT apply if you do not hold financial licenses or are not already in the financial services industry; this hire must already have relevant experience

Additional Preferred Skills

Experience with Salesforce CRM software
2+ years in a fast-paced office environment

Compensation, Benefits & Schedule

Commitment: 38 hours per week, 8:30 a.m. – 5:00 p.m., with a daily lunch and some flexibility around start time
Starting salary: $70,000 to $95,000 (higher end for CFP)
Bonus opportunities based on performance metrics discussed with the selected candidate
Full medical and dental benefits and a generous retirement plan
All holidays off, including your birthday

Location

Greenville, SC 29601

Application Note

PLEASE DO NOT apply if you do not hold financial licenses or are not already in the financial services industry; this hire must already have relevant experience.

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