Wealth Advisor: Retirement & Estate Planning

Find Great People | FGP

Greenville, SC

JOB DETAILS
SKILLS
Communication Skills, Estate Planning, Financial Strategy, Series 7, Support Documentation, Wealth Management
LOCATION
Greenville, SC
POSTED
Today

Find Great People | FGP is a growing wealth management firm seeking a passionate individual to join their team in Greenville, SC. The ideal candidate should have a client-first mindset and be able to conduct thorough reviews of client retirement accounts, guiding clients through the rollover process while maintaining documentation and support throughout. A successful applicant will have 3 to 5 years of relevant experience, hold Series 7 and 66 licenses, and possess strong communication skills.This role offers a compensation package based on experience and licensure, tailored to support individual financial strategies.#J-18808-Ljbffr

About the Company

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Find Great People | FGP