Building lifelong relationships rooted in performance and trust.

Curran Financial Partners Careers

If you want to join a team that is dedicated to their clients and has created a culture of success we may be a good fit for you. We are one of the fastest growing independent advisory firms in the Charleston area. Each member of our team plays an integral part in moving our business forward. We work together to help grow the business, and we have fun while doing it. We provide benefits including competitive salaries, bonuses based on personal and team performance, vacation time and more.

We are a great organization and are looking for friendly, assertive and knowledgeable individuals that want to join a winning team. Email your resumes to

Investment Service Representative

We are looking for a licensed (Series 65, 7/66, Active Life/Health License) individual who will be responsible for assisting with servicing clients and supporting the Financial Advisor in a variety of tasks. This is a great opportunity for a detail-oriented, self-motivated individual to excel in a fast-paced, challenging environment. The below job description outlines the responsibilities for this amazing opportunity:

This position includes processing all client paperwork, preparing support materials and reports for Chief Advisor, coordinating and following up on client transactions; all while exhibiting extreme attention to detail in execution. The ideal candidate for this role will have previous industry experience, high attention to detail, excellent customer service skills, and the ability to work independently as well as in a team environment.

Preferred Requirements:

  • Actively working with a Financial Advisor
  • Series 65, 7/66, Active Life/Health License
  • 2-3 years of experience
  • Client Interaction
  • Working Knowledge of TD Ameritrade preferred

This position requires that you possess the following skills:

  • Strong organizational skills
  • Excellent communication
  • Attention to detail and accuracy
  • Consistent follow-through


The Investment Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:

  • Create and update support materials and reports for Advisor
  • Input notes to database/CRM and keep updated
  • Create appropriate Client files; logging and filing all paperwork
  • Coordinate and follow up on each client transfer
  • Resolve client inquiries and issues
  • Review application prior to submission
  • Maintain compliance documentation
  • Meet with Advisor weekly to review appointments and cases
  • Maintain professional communication with clients and staff
  • Assist with Client update reports and mailings

Apply to:


We are looking for a candidate who is passionate about personal finance and helping clients achieve financial wellness. Preferred candidate is either enrolled in or is prepared to promptly enroll in a financial planning certification program and who needs professional experience in a financial services firm. Must be detail-oriented. This role provides the opportunity to learn from a cohesive team of licensed professionals in a well-established, highly respected Financial Planning team. Interact with investment advisors, financial planners, relationship managers, and support staff on a daily basis. Beautiful office, people-first philosophy, strong investment in employees’ education and professional advancement. Company will pay for financial services courses and examinations.


The Investment Service Representative will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:

  • Entering client data into financial planning software programs and spreadsheets
  • Managing client information to ensure that electronic and paper files are complete, organized, and secure
  • Documenting progress and completed tasks in our CRM (Customer Relationship Management) software with satisfactory detail so that the current status can be easily understood by other members in the firm
  • Researching client-specific issues and communicating conclusions verbally and in writing to the team
  • Helping to develop, document and maintain financial planning processes and procedures
  • Providing a variety of support to Wealth Advisors and Wealth Managers
  • Scanning documents into database according to specific criteria of the firm
  • Aiding in review of financial strategies designed to help clients pursue their long term goals
  • Communicating with clients and interfacing with a variety of professionals inside and outside of the firm
  • Managing and assisting in completion of a variety of non-client, financial planning-related projects such as research on new best practices or relevant laws and regulations


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Excellent verbal and written communication skills
  • Prior experience with CRM (Customer Relationship Management) software a plus
  • Ability to quickly learn and use computer software programs
  • Analytical, organized, and detail-oriented
  • Flexible, self-motivated, reliable, eager to learn with a curious mind
  • Professional and positive attitude, friendly demeanor both in-person and by telephone
  • Ability to work independently and as part of a team
  • Trustworthy; uses discretion with confidential information
  • Listens well to instruction and consistently retains details; takes direction well

Education & Experience:

Bachelor’s from an accredited undergraduate college or university; two+ years professional experience in an office environment; either previous work experience in financial planning/financial services, OR prior education in this field (e.g. has already completed one or more CERTIFIED FINANCIAL PLANNER courses).

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