Experienced Financial Advisor

Location: Mount Pleasant, SC

Position Type: Full-time

About Morris Financial Concepts

At Morris Financial Concepts (MFC), we believe financial planning is about more than numbers—it’s about nurturing financial health, living with purpose, and achieving lasting impact. As a values-driven, woman-founded firm, our mission is to support clients in navigating their financial journeys with clarity, intention, and peace of mind.

Our commitment to providing profound impact, our unyielding integrity, and our desire for continuous growth facilitates the ability for MFC to become a trusted partner with clients who seek both financial success and a fulfilling life.

We value diverse perspectives and welcome applications from professionals of all backgrounds.

Why Work With Us?

At MFC, our culture is built around six core values:

Profound Impact – We help clients live enriched lives, not just grow wealth. Every interaction is an opportunity to guide and support.
Unyielding Integrity – As fiduciaries, we lead with honesty, transparency, and trust in all relationships.
Eminence – We constantly strive for excellence, staying curious, informed, and ahead of our evolving industry.
Sharing Wisdom – We communicate with clarity and intention, making our processes transparent and our advice accessible.
Positive Mindset – We show up with optimism, compassion, and camaraderie—celebrating wins, learning from challenges, and supporting each other along the way.
Courageous Discernment – We do the right thing, even when it’s not easy. We follow best practices—but aren’t afraid to evolve them.

Your Role

As a Financial Advisor, you’ll manage client relationships, deliver high-quality financial planning, and collaborate with your advisory team to offer transformative guidance. You’ll lead meetings, support academically based investment decisions, and play a central role in shaping each client’s journey.

Client Relationship Management

Lead onboarding, goal setting, annual reviews, and ongoing planning for clients.
Build rapport grounded in empathy, trust, and financial acumen.
Guide clients in clarifying their values and aligning their finances accordingly.
Work alongside client service associates and operational staff to deliver seamless experiences.
Communicate proactively and consistently, following through with excellence.

Comprehensive Planning & Advisory

Prepare and deliver holistic financial plans, including retirement, estate, tax, cash flow, and insurance planning, tailored to each client’s unique circumstances and objectives.
Develop investment proposals with the help of our investment team that reflect each client’s goals, values, time horizon, and risk profile.
Monitor plans, updating and adapting based on life changes or new opportunities.

Team & Thought Leadership

Contribute to firm-wide initiatives that improve our planning processes and client experience.
Mentor junior team members and provide peer review or internal training when needed.
Collaborate cross-functionally to bring new ideas to life, practicing courageous discernment.
Participate in firm meetings, strategic planning sessions, and professional development programs.

Ideal Candidate Profile

Required

5+ years in a financial-planning-focused role (CFP® required)
3+ years leading client relationships
Passion for values-based planning and holistic wealth management
Strong interpersonal and communication skills
Tech fluency (e.g., Moneytree, Advisor Engine, Tamarac, Outlook, Schwab, Fidelity) and adaptability to new systems
Highly organized with excellent follow-through and attention to detail

Preferred

Experience working with values-oriented clients or mission-driven households
Enthusiasm for collaborative, team-based work in a small firm setting

Compensation & Benefits

Base Salary: $100,000–$150,000 (depending on experience)
Additional Benefits:
Monthly healthcare subsidy
Internet/Phone subsidy
SIMPLE IRA with employer contributions after 2 years
Unlimited PTO as we are a culture of accountability

Join Our Journey

We are a firm of lifelong learners, passionate planners, and thoughtful changemakers. If you’re ready to bring deep expertise and authentic care to a firm where your values are shared, we hope you’ll apply.

Not sure you meet 100% of the qualifications? Apply anyway. We know great advisors grow into their roles—and we’d love to hear how your journey connects with ours.

Morris Financial Concepts

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