About Us
Anchor Investment Management, LLC is a boutique wealth management firm based in Columbia, South Carolina, providing custom financial services to individuals, families, business owners, trusts and corporations across the Southeast and beyond. Founded in 2000, we specialize in investment management, education funding, insurance analysis, estate planning, charitable giving and financial planning.
We are committed to helping clients align their financial decisions with their personal goals through thoughtful planning and ongoing collaboration. Built on a foundation of collaboration, transparency and long-term thinking, our team delivers personalized attention and thoughtful solutions designed to serve clients well — today and over time.
Our Values
At Anchor, how we work matters as much as what we do. Our team is guided by a set of core values that shape how we serve clients and support one another:
- Champion integrity and respect
- Be a selfless teammate
- Play the long game
- Have quiet confidence
- Do it well or don’t do it
Position Overview
We are seeking a CERTIFIED FINANCIAL PLANNER™ to join our planning team. This role offers the opportunity to provide comprehensive financial planning for young professionals, as well as high-net worth clients and business owners. We embrace a collaborative team approach by working with our investment portfolio managers, insurance and estate planning specialists to develop a tailored plan for our clients.
Key Responsibilities
- Provide comprehensive financial planning, retirement planning, investment and insurance advice to clients.
- Manage and grow a book of business, either by bringing an existing client base and/or by assisting senior advisors in developing new relationships.
- Exercise creativity in designing strategic financial plans tailored to a client’s unique situation.
- Support firm growth through proactive client service and innovative thinking.
Qualifications & Experience
- CFP® designation required.
- Minimum 3- 5 years experience in a financial services industry focusing on financial planning,
- retirement planning, investment and insurance advice.
- Excellent communication skills, with the ability to explain complex concepts clearly.
- Collaborative mindset and adaptability in a dynamic, growth-oriented environment.
- Proven ability to manage multiple projects and deadlines.
Compensation & Benefits
- Competitive salary with performance-based bonus.
- Comprehensive benefits package, including health, dental, and disability insurance.
- 401(k) plan with company match.
- Generous Paid Time Off (PTO).
Opportunities
- Creative input into job duties and firm processes.
- Professional growth and advancement within the firm.
If interested, please send your resume to lculler@anchorinvestmentmanagement.com
