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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Paraplanner — Client‑Focused Financial Planning in Simpsonville, SC vacancy
$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...SuggestedWizeHire
Greenville, SC7 hours ago$80k - $100k
...Position: Paraplanner Firm: JEHM Wealth & Retirement Location: Simpsonville, SC... ...vital role in supporting a successful financial planning team? JEHM Wealth & Retirement, in the... ...interactions, all while delivering exceptional client service. The ideal candidate has...SuggestedWork at officeMonday to FridayFlexible hoursChelsea Senior Living
Simpsonville, SC17 hours ago- A financial services organization is seeking representatives to deliver personalized investment solutions that help clients achieve their long-term financial goals. Ideal candidates will have... ...insurance coverage, retirement planning with a company match, and opportunities...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...SuggestedWork at officeLocal area
$61k - $250k
Northwestern Mutual is seeking motivated individuals to become financial advisors in Greenville, South Carolina. This role focuses on helping clients achieve their financial goals through personalized planning. With a performance-based compensation structure, you could...Suggested- Ernst & Young Oman is seeking a Senior Technology Analyst to contribute to various phases of the NetSuite ERP lifecycle, focusing on governance, requirements gathering, and solution... .... This role is pivotal in understanding client needs and delivering effective system architecture...Senior
- Bank of America is hiring for a role in Greenville, SC, focused on engaging clients in the lobby and assisting with transactions through self-service... ...banking. The ideal candidate will help clients meet their financial goals while building relationships and managing...
$82k - $135.2k
...Tax Services Private Tax - Financial Services Organization - Senior The opportunity EY is a... ...Organization (FSO). Our focused model and bold ambition have... ...by side with a range of clients from venerable... ..., delivering complex tax planning and compliance solutions...SeniorWork experience placementSummer holidayFlexible hours$76k - $125.3k
...technically demanding tax planning and compliance... ...contact for a wide range of clients and colleagues. This... ...cross-functional teaming focusing on service delivery... ...by significant tax or financial planning experience Progression... ...to challenge senior colleagues and...SeniorWork experience placementSummer holidayLocal areaFlexible hours- $250M AUM, INDEPENDENT, GROWING BOUTIQUE Interested? Click HERE for more information. Our client is an independent financial planning firm where comprehensive financial planning is the foundation of the client experience. They work collaboratively with clients...
New Planner Recruiting LLC
Greenville, SC17 hours ago - First Citizens Wealth is looking for a Wealth Client Specialist in Greenville, SC. This role focuses on supporting Fiduciary Officers and Wealth Consultants by managing service-related activities and maintaining strong client relationships. Key responsibilities include...
$90k - $120k
...Godshall Recruiting is seeking a financial advisor in Greenville, South Carolina. This direct hire role involves analyzing client financial data, preparing reports, and supporting clients throughout the financial planning process. Ideal candidates should have at least...Godshall Recruiting
Greenville, SC7 hours ago$75k
...Advisors in Greenville, South Carolina is seeking an experienced financial advisor who excels in providing exceptional service to clients. The ideal candidate will have a successful track record in financial planning, superior communication and relationship skills, and a keen...- ...institutional accounts in Greenville, South Carolina. This role involves client satisfaction, retention, and providing expert wealth management... ...a Bachelor's Degree and significant experience in Trust, Financial Services, or related fields. The ideal candidate will manage...Senior
- ..., 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
- ...Greenville, SC. In this role, you will provide exceptional client service by utilizing financial expertise and technology solutions. Responsibilities... ...offers comprehensive benefits, including health coverage and a retirement savings plan. #J-18808-Ljbffr JPMorgan Chase
- ...most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well...Immediate startAfternoon shift
- 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
Ernst & Young Oman
Greenville, SC4 days ago - Summary Foster Victor’s mission is to help our clients achieve their lifetime goals through holistic financial planning. Developing our investment philosophies and portfolios... ...our ability to accomplish this. This role is focused on identifying emerging market trends ahead of...SeniorShift work
- ...engineering firm is seeking a Sr. Electrical Engineer for power systems, focusing on customer-facing roles in data centers and renewable energy.... ...junior members. This role offers low travel and significant client interaction, rewarding both personal and professional growth....Senior
$55k - $65k
...Job Description Job Description Join us at Big Money Retirement, where we’re not just guiding financial futures; we’re transforming lives by empowering clients to embark on a new chapter with confidence. As a Financial Client Success Representative, you’ll be at the...Work at officeBig Money Retirement
Greenville, SC1 day ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... ...start as a financial representative focused on client-building and obtaining...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Greenville, SC2 days ago- ...provides world-class service to team's clients and continually strives to... ...acquire leadership skills which focus on client service and business... ...clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical...Work at officeLocal areaNight shift
Blue Trust
Greenville, SC4 days ago - ...Financial Solutions Advisor - Greenville Market Boone, North Carolina... ...Growth and delivering for our clients, teammates, communities and shareholders... ...goals, building a financial plan, and recommending brokerage... ...Customer and Client Focus Oral Communications Active...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Greenville, SC3 days ago - ...Make an impact providing expert financial advice with heart. Thrivent... ...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
Thrivent Financial
Greenville, SC3 days ago $50k
...Join a financial services firm where your contributions are valued. Edward... ...first. With over 9 million clients and 20,000 financial advisors... ...privately-owned, placing the focus on our clients rather than shareholder... ...adjust the branch business plan to increase branch...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Greenville, SC17 hours ago- ...to join their team as Insurance Sales Agents and Financial Representatives. This role focuses on helping clients achieve financial goals through personalized financial... ...services, wealth management, and retirement planning. The position features a robust training program...Flexible hours
Bankers Life
Greenville, SC1 day ago - ...Advisor Development Program - Financial Advisor: Columbia, SC Merrill... ...wealth management, including planning for retirement, education,... ...Advisors and Wealth Management Client Associates help clients pursue... ...driven, resilient, results focused and effective. The Advisor...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Greenville, SC3 days ago - ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Paraplanner — Client‑Focused Financial Planning. Be the first to apply!
Related searches
- senior manager automotive Simpsonville, SC
- senior manager diversity & inclusion Simpsonville, SC
- senior manager legal Simpsonville, SC
- senior application security Simpsonville, SC
- senior performance engineer Simpsonville, SC
- senior Simpsonville, SC
- senior application administrator Simpsonville, SC
- financial institutions Simpsonville, SC
- financial sales Simpsonville, SC
- paraplanner work from home