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Junior Financial Advisor

AlloraMount Pleasant, SC

$3,000 - $50,000 / month

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$3,000-$50,000/month
Benefits
401k Matching/Retirement Savings

Job Description

Our client is seeking a motivated and detail-oriented Junior Financial Advisor to join our dynamic team. As a Junior Financial Advisor, you will play a vital role in assisting clients with their financial planning and investment strategies while learning and growing under the guidance of experienced professionals. This entry-level position offers a unique opportunity to build a solid foundation in financial advising within a supportive and innovative environment. You will collaborate closely with a senior advisor to analyze client portfolios, conduct market research, and develop customized financial plans that align with individual client goals. The ideal candidate is eager to enhance their knowledge of financial products, regulations, and best practices, while delivering exceptional service to clients. Attention to detail, excellent communication skills, and a commitment to ethical standards are essential for success in this role. Our client prioritizes professional development and provides ongoing training, enabling our advisors to stay ahead in the fast-paced financial industry. Joining the team means becoming part of a company that values integrity, client satisfaction, and continuous growth. If you are passionate about finance and dedicated to helping clients secure their financial future, this is the perfect opportunity to launch your career as a Junior Financial Advisor with our client.

Responsibilities

  • Assist senior financial advisors in creating and implementing customized financial plans for clients.
  • Conduct research on financial products, market trends, and economic data to support client advice.
  • Analyze clients’ financial situations, including income, expenses, investment portfolios, and risk tolerance.
  • Maintain accurate and detailed records of client interactions, transactions, and financial plans.
  • Prepare presentations and reports to effectively communicate financial strategies to clients.
  • Build and maintain strong relationships with clients by providing timely and professional support.
  • Stay up-to-date with industry regulations, compliance requirements, and best practices.

Requirements

  • Prior experience in financial services
  • Has demonstrated some success but is seeking stronger mentorship and structure
  • Active licenses required: Series 7, Series 66
  • Willingness to pursue CFP® certification
  • Clean background and strong professional ethics
  • Strong interpersonal and communication skills
  • Motivated, coachable, and growth-oriented

Benefits

  • Base Salary: $3,000/month
  • Total Target Compensation: ~$50,000+ (base + commission)
  • Commission Split: Participation in revenue from both existing and new clients
  • Annual Increase: 10% to 20% compensation growth potential year-over-year
  • Discretionary Bonus based on performance
  • Benefits Package Includes:
  • 401(k) with employer match + profit sharing
  • Cash Balance Plan (employer-funded only; 3-year vesting schedule)

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FAQs About Junior Financial Advisor Jobs at Allora

What is the work location for this position at Allora?
This job at Allora is located in Mount Pleasant, SC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Allora?
Candidates can expect a pay range between $3,000–$50,000 per month for this role.
What employment applies to this position at Allora?
Allora lists this role as a Full-time position.
What experience level is required for this role at Allora?
Allora is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Allora for this role?
Allora offers 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Allora?
You can apply for this role at Allora either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.