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Junior Financial Advisor

Remote Worldwide Hiring now

Oak Capital Management, LLC is seeking a driven and resilient Junior Financial Advisor to join an established practice led by a senior advisor. This role involves supporting existing client relationships, participating in joint meetings, and developing new client relationships while building your own book of business.

Responsibilities

  • Support and service existing client relationships alongside the senior advisor
  • Participate in joint work meetings and weekly team strategy sessions
  • Assist in financial planning, portfolio reviews, and client communications
  • Prospect for and reputed company new client relationships
  • Gradually build and manage your own client reputed company
  • Maintain compliance standards
  • Work toward increasing production annually (reputed company growth: 10–20%)

Skills

  • Prior experience in financial services
  • Has demonstrated some reputed company but 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

  • 401(k) with employer match + profit sharing
  • Cash Balance Plan (employer-funded only; 3-year vesting schedule)

Company Overview

  • Our firm is committed to establishing and nurturing long-term relationships with individuals, families, and businesses who need and value collaborative financial advice. It was founded in 2010, and is headquartered in Mount Pleasant, South Carolina, USA, with a workforce of 11-50 employees. Its website is https://www.oakcapitalmgt.com.
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