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Bridge Financial Partners, LLC
Fort Mill, SC | Full Time
$54k-70k (estimate)
6 Days Ago
Financial Advisor
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$54k-70k (estimate)
Full Time 6 Days Ago
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Bridge Financial Partners, LLC is Hiring a Financial Advisor Near Fort Mill, SC

Job Description

Job Description

We are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Responsibilities:

  • Advise clients on investment strategies and other financial decisions
  • Assess clients' assets, liabilities and overall financial conditions
  • Prepare presentations that recommend various financial products 
  • Review and communicate portfolio performances to clients
  • Network and build relationships with new and existing client base

Qualifications:

  • 3 years experience as a financial advisor
  • Familiarity with investment products and services
  • Ability to build rapport with clients
  • Strong analytical and critical thinking skills
  • Excellent written and verbal communication skills
Company Description
Bridge Financial Partners, LLC is a privately owned firm providing financial planning, insurance and investments to individuals and businesses. Our collaborative team approach allows us to provide first-rate support and services to both small business and individuals.

Company Description

Bridge Financial Partners, LLC is a privately owned firm providing financial planning, insurance and investments to individuals and businesses. Our collaborative team approach allows us to provide first-rate support and services to both small business and individuals.

Job Summary

JOB TYPE

Full Time

SALARY

$54k-70k (estimate)

POST DATE

04/27/2024

EXPIRATION DATE

05/15/2024

WEBSITE

bridgefp.com

HEADQUARTERS

Fort Mill, SC

SIZE

<25

INDUSTRY

Investment Management

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The following is the career advancement route for Financial Advisor positions, which can be used as a reference in future career path planning. As a Financial Advisor, it can be promoted into senior positions as a Branch Manager - Insurance that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Advisor. You can explore the career advancement for a Financial Advisor below and select your interested title to get hiring information.