Financial Advisor/Certified Financial Planner at GREENVILLE

Wagner Wealth Management, an independent Investment and Financial Planning firm seeks to hire a Financial Advisor/Certified Financial Planner to join growing firm. Advisor/CFP must have strong interpersonal, organizational, and communication skills, demonstrate a proactive work ethic and the ability to thrive in a dynamic, team oriented work environment. Duties include but are not limited to: developing new business by contacting potential clients and following leads, opening and servicing new accounts, researching investment options and related financial needs, presenting new products to existing clients in beneficial instances, conducting review meetings and maintaining client relationships, and providing ongoing service and support to existing book of business while expanding assets under management. Advisor/CFP must be able to create and execute financial plans by evaluating financial goals/objectives and implementing and tracking plan progress. Advisor/CFP should be willing to explore opportunities to add value to job accomplishments. Pay based on experience and assets under management. Series 7 and/or 66 required. CFP designation not required but must be obtained.
Country: USA, State: South Carolina, City: GREENVILLE, Company: Wagner Wealth Management.