Wealth Management Advisor
Listed on 2026-02-01
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Finance & Banking
Financial Consultant, Wealth Management
Overview
Family Focus Financial Group is dedicated to helping individuals and families design personalized retirement strategies through comprehensive investment advice and active portfolio management. By fostering meaningful relationships with every client, we aim to provide support during both milestones and challenges. As an independent financial services firm, we offer a wide range of investment and insurance products to meet diverse needs. Our team is committed to treating clients with respect, honoring their hard work, and prioritizing their goals.
Investment advisory services are provided exclusively by duly registered individuals through AE Wealth Management, LLC (AEWM).
This is a full-time, on-site role for a Wealth Management Advisor based in Bluffton, SC. The Wealth Management Advisor will work closely with clients to provide personalized financial planning and retirement strategies. Responsibilities include creating comprehensive investment plans, managing portfolios, delivering wealth management services, and cultivating long-term client relationships. The role also requires staying informed about market trends and ensuring clients financial goals are met effectively.
Responsibilities- Create comprehensive investment plans for clients
- Manage client portfolios and deliver wealth management services
- Cultivate and maintain long-term client relationships
- Stay informed about market trends and adjust strategies to meet client goals
- Proficiency in financial planning and retirement planning to design customized strategies for clients
- Strong knowledge of investments and finance to analyze and manage client portfolios
- Experience in delivering wealth management services and building trusting client relationships
- Excellent interpersonal, analytical, and communication skills
- Ability to work collaboratively as part of a team while meeting individual performance goals
- Bachelor s degree in Finance, Economics, Business, or a related field
- Relevant certifications such as CFP® (Certified Financial Planner) or other financial designations are highly desirable
- Familiarity with financial tools and platforms is an advantage
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