South Atlantic Capital Management Group, Inc. · 2 months ago
Independent Investment Advisor
Wilmington, NC
Full-time
Onsite
Senior LevelSouth Atlantic Capital is an Independent Investment Advisor based in Wilmington, NC, seeking established investment advisor representatives to broaden its offering by creating an affiliated wealth management group. The role emphasizes collaboration, independence, and the opportunity to manage client assets while benefiting from a supportive infrastructure and generous compensation package.
AdviceAsset ManagementFinanceFinancial ServicesProfessional Services
Responsibilities
Creating and building out an affiliated wealth management group
Managing client’s assets independently
Leveraging existing infrastructure for compliance and support
Transitioning assets with the support of Schwab's onboarding
Qualification
Required
Strong expertise in Financial Planning, Investment Strategies, and Investments
An existing book of business
Ability to work independently and collaboratively within a team
Preferred
Knowledge of regulatory compliance and industry standards are a plus
Benefits
Generous payout as part of the compensation package
Opportunity to be a shareholder
Direct influence on the firm’s direction
Onboarding support
Company
South Atlantic Capital Management Group, Inc.
South Atlantic Capital Management Group, Inc.
Founded in 1990
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Phillip Titzer, CFA
Chief Operating Officer & Compliance Officer
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