Wealth Management Advisor

Charleston, South Carolina
Based on experience
Jun 09, 2020
Sep 07, 2020
Job Role
Wealth Advisor
Employment Type
Full Time

Curran Financial Partners is a rapidly growing Registered Investment Advisor with offices in Charleston, Myrtle Beach and soon to be Hilton Head.  Our marketing initiatives (radio show, seminars, and online campaigns) have afforded us an abundance of prospective families expressing interest in our planning process. We are looking for a self-motivated fully-licensed Investment Advisor (CFP, 65, 66&7, Life & Health) to join our team and to share our planning process with prospective families. This is an incredible opportunity for a client-first advisor who loves retirement planning and understands the challenges of marketing for new prospect appointments and values the efforts put forth by the firm.  

The ideal candidate will be experienced and understand financial products but willing and open to learning a new and effective planning process. You will be expected to walk families through our proprietary planning process and all investment recommendations must be approved by Chief Financial Advisor. We do not want an investment product salesman. Must check ego at the door and have the heart of a teacher.  Candidate will have a clean U-4 and a stable financial/personal life. Must be willing to regularly drive to Myrtle Beach & Hilton Head to sit appointments with potential clients.

Compensation will be based on production. Advisors with current books of business will earn the majority share of their fee-based revenue. Business generated will result in a split between the advisor and the firm with a larger payout going to whoever generated the client. Compensation will be fair and offer you the potential to make an incredible income while helping people in your community. There will be a 6-12 month training process where the candidate will receive a base salary.  

This is a real opportunity, not a chop-shop sales job. We are looking for the perfect person who will represent our firm in the community with honesty and integrity.

I will warn you in advance, we will be subjecting potential candidates to a rigorous vetting process including personality testing, multiple interviews, and a full background check.  We want the right person who will stay and grow with our firm for an extended amount of time

Please send your resume and an introductory email on why we should consider your candidacy.

Series 7/66 or 65


Life/Health License