Job Description

Are You Ready to Lead and Thrive as a Financial Advisor in Greenville?

Imagine stepping into a role where your expertise is valued, your leadership is essential, and your potential is limitless. As the Lead Financial Advisor at Alloy Wealth Management's Greenville office, you'll inherit an established client base, eliminating the need for cold calls or prospecting. Your focus will be delivering exceptional financial and retirement planning services to our mass affluent, retirement-aged clients.

Your Impact:

• Client Engagement: Conduct pre-scheduled, high-quality appointments to build and present customized financial plans.
• Wealth Management: Guide clients through fee-based managed money (AUM) and fixed-indexed annuities (FIA) solutions.
• Leadership: Serve as the key point of contact for all Greenville-based client relationships, ensuring continuity and trust.

What You Bring:

• 2+ years of experience as a financial advisor, wealth manager, or retirement planning professional.
• Active Life Insurance License & Series 65 (or equivalent).
• Proven ability to close financial planning business and manage client relationships.

Why This Opportunity?

This is more than a job; it's a chance to lead, grow, and make a meaningful impact. With Alloy Wealth Management's robust marketing and lead-generation system, you'll have a steady stream of quality appointments, allowing you to focus on what you do best—serving clients and closing business.

Take the Next Step:

If you're a driven financial advisor ready to lead and thrive, we want to hear from you. Apply now to explore this exceptional leadership opportunity in Greenville.

Alloy Wealth Management is an independent financial firm specializing in retirement planning and wealth management.

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