Carolina Capital Management is a comprehensive financial services firm that provides customized solutions to assist clients in reaching their goals. Advisors will assess clients' needs, develop strategies to help them achieve their goals, and implement those recommendations by offering the appropriate solutions.
Financial Advisors receive:
Comprehensive training through Apprenticeship and Residency programs
Competitive compensation package
Incentive Based Recognition trips with travel opportunities
Performance incentive programs
Extensive support resources
Job Requirements
As a Financial Advisor you should have a successful track record of success preferably in leadership, marketing, or business development positions. Your values must align with ours in integrity, trust, and mutual respect.
Additional requirements of the Financial Advisor include:
Bachelor's Degree
Proven ability to accomplish sales goals
Excellent written and verbal communication skills
Strong interpersonal skills
Ability to work independently and within a team
Ability to obtain required licenses
About us
Carolina Capital Management is an independently owned and operated financial planning firm. As a Financial Advisor, you are responsible for achieving various licenses and registrations necessary to be able to offer life insurance, health insurance, securities and investments. We provide a comprehensive six-month training program along with partnering you with an experienced mentor.
*Securities offered through Cetera Advisor Networks, member FINRA/SIPC. "(doing insurance business in CA as CFGAN Insurance Agency LLC) Cetera is under separate ownership from any other named entity.