Financial Advisor – Lead Our Greenville Office
You’re a Closer. A Leader. A True Financial Advisor. And You’re Ready for the Next Big Move.
This is the opportunity you've been waiting for—whether you’ve outgrown your current role, feel capped in earning potential, or you’re tired of spending more time prospecting than advising.
You know you’re capable of more, and now there’s a clear path forward.
Step into a leadership role with a fully supported, pre-qualified client base and zero cold calling.
This isn’t just another advisor job. This is your chance to lead and grow a thriving office in Greenville, SC with one of the fastest-growing independent wealth firms in the country— Alloy Wealth Management .
What Makes This Different?
• No prospecting. No chasing. Your calendar is booked with high-quality, retirement-focused appointments.
• Real clients, real assets. Take over an established book and build on it.
• Lead the Greenville office. Step into a leadership role and build something meaningful.
• Close and grow. Focus 100% on advising, building trust, and closing the business you deserve.
If This Is You, Read On:
• You’ve been in the game for 5+ years.
• You know how to walk clients through their retirement fears and into financial clarity.
• You close. Not pushy—trusted, confident, and results-driven.
• You want to grow, lead, and build a long-term legacy.
• You’re licensed (Life + Series 65 or equivalent).
• You understand how to leverage both fee-based AUM and fixed indexed annuities for long-term success.
What You’ll Do:
• Meet with ready-to-act, retirement-aged clients.
• Build personalized financial and retirement plans.
• Guide rollovers, transfers, and investment transitions.
• Deliver consistent, high-level service and client retention.
• Represent the Greenville office and be the go-to advisor for your community.
• Collaborate with a powerful internal team—your focus stays on relationships and results.
Why This Role Wins:
This is the kind of role other advisors dream of. It’s rare. It’s proven. And it’s built for someone like you who’s ready to take the lead without the grind of building from scratch.
At Alloy Wealth Management , you’re backed by one of the most effective marketing and appointment-setting machines in the industry. That means you focus on what you do best—advising and winning trust.
If you’re a top-tier advisor ready to lead, close, and make your mark—don’t let this opportunity pass you by.
Apply Now!
Financial Services, Investment Advice, and Insurance
Finance, Sales, and Administrative
Full-time