Find & Apply For Personal Financial Advisor Jobs in Surfside Beach, South Carolina

Job Type:

Part-Time Location:

In-Office Industry:

Financial Services We are seeking a professional, organized, and detail-oriented Financial Advisor Assistant to provide administrative and client service support to our financial advisor. The ideal candidate will have excellent communication and customer service skills, strong attention to detail, and the ability to manage multiple responsibilities efficiently. This position involves assisting with financial planning, investment and annuity paperwork, client onboarding, account maintenance, and day-to-day office operations. Experience in the financial services industry is preferred; however, we are willing to train the right individual who demonstrates strong organizational skills, professionalism, and a willingness to learn. This is a part-time, in-office position requiring the ability to work both independently and collaboratively in a professional environment. Key Responsibilities Client Services & Account Management Assist with new client onboarding, including gathering necessary information and preparing account documentation. Maintain accurate client records and update client information. Schedule client appointments, annual reviews, and follow-up meetings. Communicate professionally with clients by telephone and email. Respond to client inquiries and assist with resolving administrative concerns. Financial Planning & Investment Support Assist the financial advisor with gathering and entering client financial information into planning software. Prepare and organize documents for financial plans, retirement planning, and estate planning discussions. Assist with investment account applications, transfers, rollovers, and account maintenance paperwork. Prepare and track annuity applications, transfers, and related documentation. Follow up with financial institutions and investment companies regarding pending transactions and outstanding requirements. Assist in preparing client meeting materials, reports, and correspondence. Compliance & Administrative Support Maintain organized and accurate client files and documentation. Assist with preparing and tracking required compliance forms and disclosures. Review paperwork for completeness and accuracy before submission. Monitor outstanding documents and follow up to help ensure timely processing. Maintain confidentiality of sensitive client and financial information. Provide general administrative support to the financial advisor and office. Qualifications & Skills Excellent verbal and written communication skills. Strong organizational skills and attention to detail. Professional, friendly, and client-focused demeanor. Ability to multitask, prioritize responsibilities, and meet deadlines. Proficiency in Microsoft Office, including Word, Excel, and Outlook. Comfortable learning financial planning software and client management systems. Ability to work independently and as part of a team. Strong commitment to confidentiality and accuracy. Previous experience in financial services, banking, insurance, investments, or a professional office environment is preferred. Experience Prior experience supporting a financial advisor, wealth management office, or financial services firm is a plus, particularly experience with investment accounts, annuities, client paperwork, and account transfers. We are willing to provide training for a dependable, motivated individual with the right skills and attitude. Position Details Part-time position In-office work environment Professional, client-focused office Opportunity to learn and grow within the financial services industry How to Apply Please submit your resume through Indeed. We are looking for a dependable, detail-oriented individual who enjoys working with people and takes pride in providing excellent client service.

Job Type:

Full-time Work Location:

In person