Job Description

Associate Advisor – ArisGarde Wealth Management

Charleston, SC (In-Office)

About ArisGarde

At ArisGarde, we guide clients on their journey to “Win the Game of Life”by helping them achieve financial independence—personally, professionally, and philanthropically. Clients turn to us to solve complex problems that stand between them and their most important goals.

We are an independent wealth management firm headquartered in Charleston, SC, specializing in personal, estate, and business planning for clients locally and across the country. ArisGarde is built on trusted relationships, customized guidance, and a deep commitment to helping our clients thrive in an ever-changing financial world.

Position Overview: Associate Advisor

As an  Associate Advisor , you’ll work closely with the Managing Partner and our advisory team to support financial planning, client service, and business development. This is a client-facing, detail-intensive role with a strong career path to becoming a Lead Advisor.

We’re looking for someone who thrives under pressure, is highly organized, and has a passion for helping others. This is a fantastic opportunity to grow within a firm that is expanding our client reach across the Lowcountry from our Charleston office.

Key Responsibilities

Financial Planning & Investment Support

• Participate in client meetings; summarize action items and ensure timely follow-up
• Collect, review, and input client financial data
• Assist in the development and implementation of financial strategies
• Prepare planning documents, investment reports, and insurance proposals
• Maintain planning software and documentation, including assessment and feedback on financial plans to ensure client alignment with their objectives

Operations & Account Management

• Open and maintain investment and insurance accounts
• Process account transfers, deposits, withdrawals, and changes
• Communicate with custodians, broker-dealers, and other vendor partners
• Maintain CRM records and ensure compliance with workflows

Client Service & Experience

• Schedule and prepare for client meetings
• Respond promptly to client service requests
• Help coordinate firm events and client education sessions
• Maintain high service standards that foster client trust and loyalty

Business Development

• Contact prospects to schedule introductory appointments
• Support outreach and event planning
• Maintain relationships with strategic partners and centers of influence

Administrative & Team Support

• Maintain client files and assist with internal documentation
• Contribute to process improvements and team efficiency
• Be a Valued Team Player, providing backup coverage for other members as needed

What Success Looks Like

• Free up the Managing Partner’s time to focus on high-level planning and growth
• Deliver an exceptional client experience through proactive communication and collaboration
• Build the skills and confidence to grow your career into a Lead Advisor role
• Strengthen client relationships and support overall firm growth

Ideal Candidate Profile

• Bachelor’s degree (REQUIRED)
• Life, Accident & Health License (REQUIRED)
• SIE and holding Series 7, 65 (REQUIRED)
• CFP® is STRONGLY Preferred (or Willing to obtain designation is a must)
• Strong communication and interpersonal skills that translate into the ability to interpret and present complex financial planning concepts
• Detail-oriented and able to manage multiple priorities
• High integrity and professionalism
• Tech-savvy; CRM and planning software experience a plus
• Strong analytical skills with attention to detail and ability to make decisions
• Proficiency in financial planning software, including eMoney and understanding of financial strategies to support an affluent clientele

Perks & Benefits

• Competetive Base Salary commensurate with experience and qualifications, plus performance-based and company goal bonus program
• 401(k) retirement plan with Match
• Health, dental, and vision insurance
• Employee assistance program
• Paid training and continuing education
• Modern, Class A office in downtown Charleston
• Supportive, growth-minded team culture

Ready to Join Us?

Qualified candidates should email their  resume and cover letter to  info@arisgarde.com

Additional consideration for applicants that include a brief video, introducing themselves!

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Financial planning services
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation Package:

• Bonus opportunities

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 2 years (Required)
• Wealth management: 2 years (Required)

License/Certification:

• Series 7 (Required)
• Series 65 (Required)
• Life & Health Insurance License (Required)

Ability to Commute:

• Charleston, SC 29401 (Required)

Ability to Relocate:

• Charleston, SC 29401: Relocate before starting work (Required)

Work Location: In person

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