Financial Planning Specialist
Global Lending Services
Greenville, South CarolinaStudents & Grads /Full-Time /HybridWhy GLS?Purpose: Access to affordable, reliable transportation is essential to leading productive work and personal lives, caring well for oneself, one’s family, and the needs of others. Through advanced analytics and technology, we can more accurately predict credit risk and provide more people with an affordable auto financing option for their next vehicle. That’s what GLS has done for over 10 years, helping more than half a million families meet and improve their transportation needs. People: Join a culture of over 1,000 employees who Care Deeply and Think Boldly, driving innovation in an adaptive and positive culture that celebrates successes. We empower and reward individuals and teams who make direct, positive impacts to the business and each other, who take pride in their work and are ever-raising the bar. Growth: Recognized by Inc 5000 as one of the fastest-growing private companies in America. Join GLS to grow with us!Benefits: GLS offers the below great benefits for your amazing work!o Competitive base pay and performance bonuses, dependent on roleo Medical, dental, vision, telemedicine, supplemental insurance benefits, long-term and short-term disabilityo 401K with employer match and 100% immediate vestingo Paid Time Off (PTO) and paid company holidays to help you balance work and personal lifeo Paid Volunteer Time Off (VTO) Annuallyo Tuition Reimbursement o Parental Leave o Business casual work environment***This posting is to enter our campus recruiting and entry-level process for position offers being made for 2026***What does it mean to be a Financial Planning Specialist at GLS?As a Financial Planning Specialist, you will support several functions that contribute to the overall financial success of the organization including but not limited to department-level budgeting and forecasting, detailed expense reporting and review, vendor management and analysis, headcount monitoring and forecasting, special cost savings projects, and monthly expense journal entries.How will you drive value within the organization as a Financial Planning Specialist?Update and maintain the department budget process; identify key monthly variances to budget and present to senior management; prepare materials for monthly and quarterly communications with department leadersMonitor monthly expenses with key vendors and identify material issues for senior managementCollaborate with Accounting team to determine and book monthly expense accrualsSupport the vendor management process with detailed financial analyses of vendor proposalMonitor and track monthly spend on third party labor; coordinate the capital expenditure accounting process with the Accounting department; coordinate with the IT department on third party labor allocationsCoordinate with senior management to identify cost savings projects; support or lead ad hoc cost savings projects as necessaryBuild and maintain detailed cost forecasts by department as necessarySupport the overall budgeting process by providing insights on cost trendsMaintain and build analyses to monitor headcount levels and trends, and allocate headcount by location; identify and explain key drivers of variances to employee expense as neededWhat should you already know to be successful in this role?Minimum of bachelor’s degree in Finance, Financial Management, Accounting, Mathematics, or a related field requiredBasic knowledge of accounting and financial concepts requiredStrong analytical, problem solving, data gathering, and analysis skills requiredStrong Excel skills required; basic knowledge least one computer coding language (VBA, SQL) preferredHigh level of intellectual curiosity required including the inclination and ability to understand the drivers of financial results and the overall financial picture of the organization at a high-levelHigh level of professional maturity; verbal and written communication skills necessary to interact with senior management requiredStrong drive, ambition, and self-motivation; ‘self-starter’ with the ability to independently resolve day-today issuesExcellent organizational skills with high attention to detailTeam player that can adapt in a fast paced and changing environmentCommitment to exemplifying the organizational core values and key competenciesEmployment Requirements: This is an exempt level position whereby business need will dictate the exact work schedule which should be expected to vary at times. Generally, the days and hours of work are Monday through Friday, 8:30am-5:30pmRegular, predictable attendance is required, including in excess of 40 hours per week as business demands dictateEvening and weekend work may be required as job duties demandThe position does not require travelSignificant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterityRemain in a stationary position up to 100% of the workdaySignificant portions of daily assignments involve application of manual skills requiring motor coordination in combination with finger dexterityRemain in a stationary position up to 100% of the workday2023 California Applicant Privacy NoticeGLS participates in the E-Verify program to confirm the employment eligibility of all newly hired employeesPlease visit for information about our great company and other amazing opportunitiesApplicants have rights under Federal Employment LawsFamily and Medical Leave Act (FMLA)Equal Employment Opportunity (EEO)Employee Polygraph Protection Act (EPPA)
$65k - $75k
...Financial Analyst Location: United States, Greenville, South Carolina Job skills: Finance, HR and Administration Type: Permanent Job... ...to drive performance improvement, cost control, and strategic planning across the business. Responsibilities and Duties Support the preparation...SuggestedPermanent employmentFull time$70k - $90k
...credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily... ...to support strategic business decisions. Financial Strategy & Planning: Develop, update, and maintain comprehensive financial models...SuggestedFull timeWork at officeLocal areaRemote workFlexible hours- ...Position Summary Senior Financial Analyst is responsible for supporting financial planning, project performance analysis, and strategic decision-making within an architecture and design environment. Partners with project managers and leadership to ensure the financial...SuggestedContract workLocal area
- ...About the Role Join the ServiceChannel Finance team as a Financial Analyst (FP&A) and help shape how we plan, forecast, and understand our business. This role goes beyond traditional reporting-you'll partner directly with business leaders to translate data into insights...SuggestedLocal area
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Private Wealth Advisor at Upstate Legacy Planning Group Overview Northwestern Mutual in... ...practice and is currently seeking new financial advisors. We specialize in recruiting "... ...support from our network of financial specialists, training programs, and mentors. Pursue...Full timeTraineeshipInternship
$18.65 - $19.9 per hour
...5 - $19.90 based on experience The Opportunity: The Financial Counselor (FC) role is responsible for the review of benefits... ...financial clearance policies. ~ Assists eligibility specialists in the verification of insurance information such as: Medicaid...Price workLocal areaRemote work- .... Supports Commercial Relationship Managers with day-to-day portfolio management by clearing documentation exceptions, collecting financial requirements, and reviewing internal tracking reports Maintains confidentiality and security of sensitive information Adheres to all...Work at officeLocal area
- ...Default: Location : City GREENVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by... ...Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout...Work at officeLocal area
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a...Full timeContract workFor contractorsWork at office$75k
..., SC , US Posted 3 days ago Description Are you an experienced financial advisor who thrives on providing excellent service to help clients... ...recommendations such as life insurance, mutual funds, savings plans, and other financial products Synthesize and present financial...- ...and client first mindset. Responsibilities Conduct thorough reviews of client retirement accounts, including 401(k) plans, and develop tailored financial recommendations Guide clients through retirement plan rollovers and ensure a smooth, compliant transition of assets...Work at office
- ...high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking... ...* Monitor financial market trends to ensure that the client's plans are effective. * Complying with all industry rules and regulations...
$61k - $119k
...Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor... ...success using tools such as retirement planning, insurance and investment services,... ...’s exceptional network of financial specialists, training and educational programs, and...Full timeContract workFor contractorsInternship$75k
...Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry...$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on... ...branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business...Work at officeWork from homeHome officeFlexible hours- ...who model biblical servant leadership. 2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client base; through biblical...Work at officeLocal areaNight shift
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...relationship manager for a portfolio of financially complex client relationships within the... ...objective and sound personal financial planning and financial advisory concepts to... ...various Truist teammate product and service specialists (Integrated Relationship Management...Full timePart timeWork at office
- $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...
- Fnb Online in Greenville, SC is seeking a Senior Relationship Banker to execute consumer banking tasks, promoting sales and providing excellent customer service. The incumbent will handle transaction requests and maintain customer relationships according to standards. ...
- Primary Office Location: 101 E. Washington Street Suite 100. Greenville, South Carolina. 29601. Position Title Floating Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of ...Work at office
$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...For contractorsWork at office- ...banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to... ...to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise Required...Work experience placementFlexible hours
- ...service efficiency Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow‑up plans that reinforce trust and ease Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation,...Work experience placement
- ...transactions through self-service resources, including mobile and online banking. The ideal candidate will help clients meet their financial goals while building relationships and managing transactions effectively, ensuring compliance with all applicable laws. All...
- ...Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Greenville, South Carolina. This role involves providing exceptional customer service and proactively identifying financial opportunities for both consumer and business customers. Successful candidates...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planning Specialist. Be the first to apply!
- financial crimes specialist Greenville, SC
- finance specialist Greenville, SC
- financial management specialist Greenville, SC
- travel planner Greenville, SC
- transportation planner Greenville, SC
- planner Greenville, SC
- business continuity planner Greenville, SC
- planning specialist Greenville, SC
- medical planner Greenville, SC
- retail planner Greenville, SC

