Financial Advisor

About us

Carolina Capital Management is a small business in Mount Pleasant, SC. We are professional, agile and our goal is to Maximize your Investment Advisory business.

Our work environment includes:

• Modern office setting
• Food provided

Job description

Carolina Capital Management is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions.

Financial Advisors receive:

• Comprehensive training through Apprenticeship and Residency programs
• Competitive compensation package
• Incentive Based Recognition trips with travel opportunities
• Performance incentive programs
• Extensive support resources

Job Requirements

As a Financial Advisor you should have a successful track record of success preferably in leadership, marketing, or business development positions. Your values must align with ours in integrity, trust, and mutual respect.

Additional requirements of the Financial Advisor include:

• Proven ability to accomplish sales goals
• Excellent written and verbal communication skills
• Strong interpersonal skills
• Ability to work independently and within a team
• Ability to obtain required licenses

About us

Carolina Capital Management is an independently owned and operated financial planning firm. As a Financial Advisor, you are responsible for achieving various licenses and registrations necessary to be able to offer life insurance, health insurance, securities and investments. We provide a comprehensive six-month training program along with partnering you with an experienced mentor.

*Securities offered through Cetera Advisor Networks, member FINRA/SIPC. “(doing insurance business in CA as CFGAN Insurance Agency LLC) Cetera is under separate ownership from any other named entity.

Job Type: Full-time

Pay: $85,000.00 - $200,000.00 per year

Compensation package:

• Bonus opportunities
• Commission pay
• Signing bonus

Weekly schedule:

• Monday to Friday

Work setting:

• In-person
• Office

License/Certification:

• Investment Advisory Book? Series 65 or 66? (Required)

Work Location: In person