Who We Are
Advisor Wealth Management (AWM) is a financial firm startup based in Charleston, SC. We launched our business in 2022 and have seen demand for our service that has surpassed our expectations. We are engineering a newer, smarter approach to financial advising and are the antithesis of a stuffy, financial firm. If you have a passion for helping others and being a part of building a truly unique business, this is the place for you.
Who we are looking for:
A professional, ambitious, self-starter who is looking to grow their career in one of the fastest growing segments of financial services. You will work alongside people that are highly competitive and will help you level up. We have a dedicated sales team who works hard to find the right fit customers, so that you can focus on what you do best - providing comprehensive financial advice.
Responsibilities
- Understand our clients' financial landscapes, aspirations, and objectives in order to provide comprehensive financial planning solutions directly to our customers.
- Build and maintain long-term relationships with your clients by implementing the advising framework we've created.
- Provide support to our Lead Financial Advisor where needed.
- Work closely with the services team to implement and use key processes designed to create efficiency and high client satisfaction.
- Collaborate on improvements to our financial service offerings.
- Participate in weekly team meetings to gain context on the larger organization and share your own feedback.
- Assist with the sales process as needed to make prospects feel comfortable and assured before signing on as clients.
- KPIs: Client satisfaction (NPS), client retention rate, responsiveness to client needs.
Requirements
Bachelor's degree
- Series 63, Series 65 or CFP designation
- At least 2 years of experience of directly owning the financial planning process for a customer.
- Experience with CRM systems like Wealthbox, Hubspot or Salesforce and willingness to embrace new technologies.
- You are a people person who likes being client facing and has a strong desire to help customers improve their financial standing.
Candidates must be located in Charleston, SC.