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1 Cool Blow Street
Would you like a career with Roadstead Capital Partners? Below you will find available positions.
Job Type: Full-timeJob Title: Senior AdvisorNumber of hires for this role: 1Work Remotely: NoWork Location: One location, based in Charleston, SC.Pay: VariesSchedule: All day, everydaySupplemental Pay: Bonus pay
Full Job Description:
As a senior advisor, you will be responsible for all aspects of delivering value to existing and new clients – from understanding each client’s unique needs, creating financial plans for clients, developing the corresponding investment policy for plans, structuring the portfolio that aligns with the plan, and then implementing and maintaining the plan, portfolio and relationship over time.
We have a team approach, and you will have both advisors and support staff to collaborate and work with. Our relationships have both a lead advisor and customer relationship manager. You will have relationships at both levels.
If you have an entrepreneurial spirit, this senior financial advisor role is expected to become a firm partner in ~3-5 years.
Essential Duties and Responsibilities:
Current Client Relationships:
New Client Development
Education, Experience and Technical Qualifications
This Company Describes Its Culture as: