Senior Paraplanner — Client‑Focused Financial Planning
$80k - $100kAdvisor Talent Solutions
JEHM Wealth & Retirement in Simpsonville, SC is seeking a dependable Paraplanner to support our financial planning team. The ideal candidate should have a passion for client satisfaction and be highly organized. Your role includes preparing financial plans, conducting investment research, and maintaining detailed client files. We value skills in customer service, communication, and teamwork, and prefer candidates with Series 65 or similar licensing. Compensation ranges from $80,000 to $100,000 annually, alongside comprehensive health coverage and generous PTO. #J-18808-Ljbffr Advisor Talent Solutions
- Fidelity Investments Inc. is seeking a Financial Representative in Greenville, SC. This role focuses on fostering relationships with clients while assisting with compliance and transactions. Candidates should have customer service experience and be motivated to learn about...Suggested
$75k
WizeHire, Inc is looking for an experienced financial advisor in Greenville, SC. The successful candidate should have a proven track record in financial planning and provide excellent service to help clients achieve their financial goals. Responsibilities include assisting...Suggested$80k - $100k
...vital role in supporting a successful financial planning team? JEHM Wealth & Retirement, in the... ...seeking a dependable, detail-oriented Paraplanner to join our financial planning team. You... ..., all while delivering exceptional client service. The ideal candidate has strong...SuggestedWork at officeMonday to FridayFlexible hours- Soteria Reinsurance Ltd. in Greenville, SC seeks a Financial Representative to engage clients and contribute to branch success. This role is crucial for fostering relationships and ensuring client satisfaction. Applicants should have customer service or financial experience...Suggested
- ...personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure... ...licenses! About Us Since 1883, we've been focused on securing futures with financial guidance...SuggestedWork at officeLocal area
- ..., and maintain a dynamic pipeline while collaborating with internal teams to ensure efficient loan processing. This high-impact sales role offers a client-focused environment where ambitious professionals can thrive. #J-18808-Ljbffr Dunmor is a DBA of BARH Dunmore, LLCSenior
- ...with hospitality while utilizing cutting-edge banking technology. Your responsibilities will include managing client relationships, offering tailored financial solutions, and educating clients about available financial tools. The ideal candidate will have at least one year...Afternoon shift
- Stifel in Greenville, SC is seeking a Client Services Associate to assist Financial Advisors with client accounts and provide administrative support. This role requires strong organizational and communication skills, along with knowledge of investment concepts. The ideal...
- ...dedicated professional to deliver exceptional client service and build strong client... ...and phone interactions to provide tailored financial solutions, support sales targets, and perform... ...benefits, including medical, dental, and retirement plans. #J-18808-Ljbffr Truist
- Raymond James Financial, Inc. is seeking a Registered Client Service Associate in Greenville, South Carolina, to deliver exceptional administrative support to Financial Advisors and clients. This dynamic role involves handling inquiries, onboarding clients, and ensuring...
- ...Greenville, SC, is seeking a motivated individual to provide exceptional client service, perform routine client maintenance, and contribute to... .... Benefits include medical, dental, vision insurance, a 401k plan, and paid vacation days. Join us at Truist, where your...
- PNC Financial Services Group, Inc. is seeking a Relationship Manager III to join their Commercial Banking team in Greenville, SC. This role involves building and managing client relationships, developing strategies to drive revenue, and mentoring team members. Ideal candidates...Senior
- A prominent consulting firm is seeking a Senior Technology Analyst to support Oracle Cloud... ...with ERP systems, preferably Oracle financial applications. This position requires travel... ...0% of the time and strong analytical and client management skills. A competitive compensation...Senior
- Fidelity Investments is looking for a Financial Representative in Greenville, South Carolina. In this role, you will engage with clients, providing them with top-notch service and support. Your attention to detail and organizational skills will help deepen client relationships...
- Fwainvest in Greenville, SC is seeking a Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients. The role involves client onboarding, handling daily inquiries, and ensuring compliance with regulatory requirements...
- 100 Raymond James & Associates, Inc. is looking for a Client Service Associate in Greenville, South Carolina. This role involves providing essential administrative support to Financial Advisors and ensures a high level of service to clients through daily interactions....
- ...GREENVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk... ...in an ethical and client-focused manner, always selling the right... ...develops appropriate marketing plan to sell insurance and investment...Work at officeLocal area
- ...highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor,... ...to provide comprehensive and innovative financial planning services to clients. Responsibilities Build and maintain long-term relationships...For contractorsWork experience placementWork at office
- Financial Advisor - Greenville, SC page is loaded## Financial Advisor... ...advice and connect clients to Thrivent products and programs... ...revenue streams, and dedicated planning fees for those who qualify.*... ...unique needs of our customers. We focus on their goals and priorities...Local area
- ...highly motivated and driven individual to join our team as a Financial Advisor at Northwestern Mutual. As a Financial Advisor,... ...to provide comprehensive and innovative financial planning services to clients. Responsibilities Build and maintain long-term relationships...For contractorsWork experience placementWork at office
- ...Advisor at Upstate Legacy Planning Group Overview... ...currently seeking new financial advisors. We specialize... ...financial solutions for clients, including retirement... ...approach helps clients focus on what matters most to... ...'s 2017 Top 125 List) Seniority level Seniority level...Full timeTraineeshipInternship
$50k
...our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center.... ...create, monitor, and adjust the branch business plan to increase branch effectiveness and...Work at officeWork from homeHome officeFlexible hours- ...This role requires an experienced finance professional responsible for driving engagement readiness and managing engagement-level financial and operational activities. The ideal candidate will possess at least 3 years of relevant experience and a BA/BS degree. The position...Senior
- ...based wealth management, including planning for retirement, education, legacy,... ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...culture driven, resilient, results focused and effective. The Advisor Development...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...improve operational performance, financial controls, and long‑term... ...expectation of this role: we are a client‑centric, hands‑on consulting... ..., understanding contingency planning, with an attitude toward... ...of the company and our strong focus on integrity and values, these...
- Huntington Bank is seeking a Financial Relationship Banker for our Greenville, SC branch. This role empowers you to help customers achieve their financial goals while working in a collegial environment. Your main responsibilities include providing excellent customer service...
- Arthur J. Gallagher & Co. (AJG) in Greenville, SC is seeking a Senior Client Service Manager to lead exceptional service delivery in innovative insurance solutions. In this leadership role, you will manage complex account renewals, mentor team members, and build strong...Senior
- ...Greenville, South Carolina, is searching for an Audit Senior to manage the audit process from planning to completion. The ideal candidate will have a... ...and mentoring audit staff, alongside a commitment to client relationships. Flexible work schedules and generous leave...SeniorFlexible hours
- ...management of schedules, subcontractors, and direct communication with clients to ensure quality and margin protection. If you’re ready to leave high-volume production environments behind and focus on genuine craftsmanship in custom homes, we want to hear from you! #J...SeniorFor subcontractor
- A leading CPA firm in Greenville, SC, is seeking a Senior Manager to drive client relationships and team leadership in the real estate sector. The role requires a Bachelor's in Accounting or Finance, along with CPA certification and 7+ years of public accounting experience...Senior
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