Financial Advisor

Company Description

AMB Wealth is a wealth management and advisory firm dedicated to helping individuals, families, and organizations manage and preserve their financial assets while addressing complex challenges. With offices across the the Carolinas and Georgia, the firm emphasizes long-term client relationships and grounded, research-driven advice over volume-based services. The firm operates under three core principles: knowing clients, understanding their concerns, and diligently working to accomplish their goals, supported by our broker-dealer, registered investment adviser, and professional service entities.

Role Description

The Financial Advisor role at AMB Wealth is a full-time position for advisors based in the southeastern US. Our firm has a strong interest in enhancing its presence in the Coastal Carolinas with flexibility for some work from hybrid locations. This role involves identifying and developing relationships with clients to understand their goals and developing tailored financial advice to help them manage and preserve their wealth. Day-to-day responsibilities include analyzing financial information, recommending investment strategies, providing retirement planning guidance, and offering ongoing financial advisory support. The Financial Advisor will collaborate with internal teams to deliver integrated solutions, monitor client portfolios, prepare reports and presentations, and stay current on market trends and regulatory developments. This role also includes maintaining strong client relationships through regular communication, review meetings, and proactive outreach.

Qualifications

• Experience & Licensing — 5+ years as a financial advisor with active FINRA Series 7/66 or 7/63-65.
• Investment & Portfolio Management — Strong skills in market analysis, evaluating opportunities, and constructing appropriate portfolios.
• Client Advisory Skills — Clear communication, client‑centric guidance, and the ability to simplify complex concepts.
• Education & Credentials — Bachelor’s degree in finance, economics, business, or related field preferred; CFP®, CFA®, or similar strongly desired.
• Analytical & Judgment Skills — Strong analytical, quantitative, and problem‑solving abilities with sound judgment.
• Relationship Management — Excellent interpersonal skills and the ability to build and maintain long‑term client relationships.
• Professional Work Style — Ability to work independently and collaboratively in a hybrid in‑office/remote environment.
• Technology & Compliance — Familiarity with regulatory requirements, financial planning software, custodial platforms and CRM tools.