Anderson Growth Partners · 2 months ago
Associate Advisor
Charleston, SC
Full-time
Onsite
New Grad, Entry LevelAnderson Growth Partners is seeking a Private Wealth Associate Advisor to join their growing team. The role involves supporting senior advisors in managing client relationships, including portfolio management, investment research, and financial planning.
Financial ServicesProject ManagementReal Estate Investment
Responsibilities
Assist advisors in developing and implementing customized investment strategies and financial plans
Conduct portfolio analysis, performance reporting, and ongoing monitoring of client investments
Prepare meeting materials, proposals, and client presentations
Perform research on investment managers, market trends, and economic developments
Coordinate with custodians and internal teams to execute trades, transfers, and account updates
Contribute to process improvement, data integrity, and overall operational efficiency within the firm
Regular travel is expected
Qualification
Required
Diverse skills (business, technical, communication, legal aptitude)
Strong organizational skills including the ability to multi-task
Strong written and oral communication and quantitative skills
Understands family dynamics and communicate solutions facilitating family unity
Hardworking with good attitude; Self-starter
Strong MS Excel/Word knowledge and practical experience
Preferred
Strong educational background; bachelor's degree in finance, economics, or related field preferred
FINRA licenses preferred: Series 65 or 66, SIE, Series 7
Optional/preferred designations: CFP® (Certified Financial Planner™)
Company
Anderson Growth Partners
Anderson Growth Partners is an investment management and consulting company offering investment and strategic advisory services.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Clyde Anderson
Managing Partner
Rick Wallington
Chief Compliance Officer
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