Your Dream Job is Calling - Will You Answer?
You're at the top of your game-but stuck in a cycle of chasing leads, cold calls, and endless prospecting. You're great at closing business, building real relationships, and helping people retire with confidence. But let's face it-you didn't become a financial advisor to grind like a telemarketer.
It's time to level up. No more cold calling. No more dead-end appointments. Just real clients. Real planning. Real impact.
Imagine walking into your office every day, knowing your calendar is full of qualified, eager prospects-people who want your help. Picture taking over a successful practice with a loyal client base that's ready for the next chapter-with you as their trusted leader
That's exactly what this role offers.
What You'll Do
- Lead the Greenville, SC office as its top advisor and client relationship builder.
- Meet with warm, pre-scheduled clients (no cold outreach-ever).
- Create and deliver customized financial and retirement plans that make people feel secure, confident, and excited about the future.
- Work with a Powerhouse internal team so you can do what you do best-advise, close, retain
- Convert prospects into loyal clients using your expert knowledge of fee-based investing, fixed-indexed annuities, and retirement income strategies.
You Belong Here If
- You've been crushing it as an advisor for 5+ years and want to lead.
- You have your Life Insurance License and Series 65-or you're ready to get them fast.
- You know how to walk a client from curiosity to commitment with clarity, integrity, and confidence.
- You thrive on helping people retire better than they ever imagined-and making a great living doing it.
What You Get
- A real seat at the table. You're not just another rep. You're leading the Greenville office and growing it into something great.
- No prospecting, ever. Alloy Wealth Management's marketing machine delivers consistent, qualified leads straight to your calendar.
- True independence. No broker-dealer. No product pushing. Just doing what's best for your clients.
- A future you own. With a rapidly growing firm behind you, this is your chance to lead, grow, and build a legacy.
Location Greenville, South Carolina
Firm Alloy Wealth Management - A fast-growing, independent advisory firm known for helping mass affluent, retirement-ready clients plan with purpose, invest with confidence, and retire on their terms.
Don't Miss This
This isn't just another job posting-it's the opportunity you've been working for. But it won't be open long.
If you're the kind of advisor who's been waiting for the right firm, the right leads, the right role, and the right time-this is it
Apply now