Job Description

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.

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