Your Next Role Changes Everything
You've worked hard to become a top-tier advisor. Now, imagine a role where:
- Every appointment is pre-set.
- Every client is retirement-ready.
- Every meeting is a real opportunity to close.
- You never cold call again. Ever.
You're not chasing leads-you're leading conversations.
This is your chance to take over a well-established office in Greenville, SC, with a book of business already in place. Step into a leadership role with the support, structure, and systems designed to make you wildly successful-without the grind of building from scratch.
What You'll Do
- Lead high-value, pre-qualified client meetings daily.
- Design smart, client-first retirement and financial plans.
- Close business confidently and consistently.
- Guide clients through investment transitions, income strategies, and financial confidence.
- Represent a respected brand that empowers independence-no broker-dealer strings attached.
Why This Matters to You
You didn't come this far to settle for mediocre leads or generic firms. You're ready to:
- Stop hunting and start helping.
- Leverage proven marketing that fills your calendar.
- Focus on what you do best-advising, closing, and growing your income.
- Lead, grow, and expand your impact through a well-run, ready-to-scale office.
If This Sounds Like You, It's Meant for You
- 5+ years in advisory, wealth, or retirement planning roles.
- You close business, manage relationships, and inspire trust.
- Licensed with Series 65 & Life Insurance.
- You're sharp with AUM strategies and know how to position annuities when they're right.
- You're looking for the role-not just a role.
The Firm Behind This Opportunity
Alloy Wealth Management is a fast-growing, independent financial firm redefining what it means to serve retirement-focused clients. No broker-dealer means total independence. No cold leads means your time is valued. Every advisor is equipped to win-because your success is the firm's strategy.
Stop chasing. Start leading. Apply now before this opportunity is gone.