Financial Advisor Job at Alloy Wealth Management, Greenville, SC

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  • Alloy Wealth Management
  • Greenville, SC

Job Description

Your Next Role Changes Everything

You’ve worked hard to become a top-tier advisor. Now, imagine a role where:

  • Every appointment is pre-set.
  • Every client is retirement-ready.
  • Every meeting is a real opportunity to close.
  • You never cold call again. Ever.

You’re not chasing leads—you’re leading conversations.

This is your chance to take over a well-established office in Greenville, SC, with a book of business already in place. Step into a leadership role with the support, structure, and systems designed to make you wildly successful—without the grind of building from scratch.

What You’ll Do

  • Lead high-value, pre-qualified client meetings daily.
  • Design smart, client-first retirement and financial plans.
  • Close business confidently and consistently.
  • Guide clients through investment transitions, income strategies, and financial confidence.
  • Represent a respected brand that empowers independence—no broker-dealer strings attached.

Why This Matters to You

You didn’t come this far to settle for mediocre leads or generic firms. You’re ready to:

  • Stop hunting and start helping .
  • Leverage proven marketing that fills your calendar.
  • Focus on what you do best —advising, closing, and growing your income.
  • Lead, grow, and expand your impact through a well-run, ready-to-scale office.

If This Sounds Like You, It’s Meant for You

  • 5+ years in advisory, wealth, or retirement planning roles.
  • You close business, manage relationships, and inspire trust.
  • Licensed with Series 65 & Life Insurance.
  • You’re sharp with AUM strategies and know how to position annuities when they’re right.
  • You’re looking for the role —not just a role.

The Firm Behind This Opportunity

Alloy Wealth Management is a fast-growing, independent financial firm redefining what it means to serve retirement-focused clients. No broker-dealer means total independence . No cold leads means your time is valued . Every advisor is equipped to win—because your success is the firm’s strategy.

Stop chasing. Start leading. Apply now before this opportunity is gone.

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