What are the responsibilities and job description for the Financial Advisor position at BIG Money Retirement?
Company Description BIG Money Retirement is an independent financial advisory firm committed to the highest standards of fiduciary care, placing each client’s best interests at the center of every recommendation. The firm specializes in co-created financial plans that align with individual pre- and post-career goals, with a focus on retirement readiness and long-term security. With over 60 years of combined experience, the team has supported a wide range of retirement scenarios and client needs. BIG Money Retirement’s mission is to guide pre-retirees and retirees on a personalized basis, providing trusted advice and clear strategies to help clients navigate each stage of retirement.
Role Description The Financial Advisor will provide comprehensive financial guidance to clients, with a focus on retirement planning, investment strategies, and long-term financial security. This full-time role is on-site in Charleston, SC and includes meeting with clients to assess their goals, analyzing financial data, and developing tailored retirement and investment plans. The advisor will review and adjust plans over time, explain complex financial concepts in accessible terms, and ensure recommendations align with fiduciary standards. Day-to-day responsibilities also include monitoring market trends, preparing client reports, collaborating with internal team members, and participating in educational workshops or client events to support ongoing engagement.
Qualifications
- Strong foundation in Financial Planning and Finance, with the ability to analyze client portfolios and develop comprehensive strategies.
- Expertise in Retirement Planning and Investments to design, implement, and adjust retirement income and asset allocation plans.
- Demonstrated experience in Financial Advisory, including direct client interaction and recommendation of suitable financial products and strategies.
- Excellent communication and interpersonal skills, with the ability to explain complex information clearly and build long-term client relationships.
- Bachelor’s degree in Finance, Economics, Business, or a related field; professional certifications such as CFP, ChFC, or similar are highly beneficial.
- High ethical standards and commitment to fiduciary responsibility, with strong attention to detail and regulatory compliance.
- Proficiency with financial planning software, CRM tools, and standard office applications.
- Prior experience working with pre-retirees and retirees, or in a wealth management or advisory setting, is preferred.