Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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)

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Planning Specialist in Greenville, SC vacancy
  • $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... 
    Suggested
    Permanent employment
    Full time

    Fluor

    Greenville, SC
    1 day ago
  • $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... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Socket

    Greenville, SC
    2 days ago
  •  ...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... 
    Suggested
    Contract work
    Local area

    Smith Transport

    Greenville, SC
    3 days ago
  •  ...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... 
    Suggested
    Local area

    Fortive Corporation

    Greenville, SC
    3 days ago
  • 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... 
    Suggested
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Greenville, SC
    2 days ago
  •  ...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 time
    Traineeship
    Internship

    Northwestern Mutual

    Greenville, SC
    4 days ago
  • $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 work
    Local area
    Remote work

    Ensemble Health Partners

    Greenville, SC
    3 days ago
  •  .... 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 office
    Local area

    HomeTrust Bank

    Greenville, SC
    2 days ago
  •  ...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 office
    Local area

    Western & Southern Life

    Greenville, SC
    1 day ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Greenville, SC
    4 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Greenville, SC
    3 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Greenville, SC
    4 days ago
  • $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... 

    WizeHire

    Greenville, SC
    4 days ago
  •  ...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

    Find Great People | FGP

    Greenville, SC
    3 days ago
  •  ...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... 

    MassMutual South Carolina

    Greenville, SC
    21 hours ago
  • $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 time
    Contract work
    For contractors
    Internship

    Northwestern Mutual

    Greenville, SC
    3 days ago
  • $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... 

    Hudnall Capital Advisors

    Greenville, SC
    3 days ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Greenville, SC
    21 hours ago
  •  ...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 office
    Local area
    Night shift

    Blue Trust

    Greenville, SC
    1 day ago
  •  ...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 office
    Flexible hours

    Bankers Life

    Greenville, SC
    4 days ago
  •  ...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 time
    Part time
    Work at office

    Truist Inc

    Greenville, SC
    2 days ago
  • $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, SC
    21 hours ago
  • 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. ...

    Fnb Online

    Greenville, SC
    2 days ago
  • 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

    F.N.B. Corporation

    Greenville, SC
    3 days ago
  • $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 contractors
    Work at office

    Northwestern Mutual

    Greenville, SC
    3 days ago
  •  ...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 time
    H1b
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington Bancshares, Inc.

    Greenville, SC
    3 days ago
  •  ...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 placement
    Flexible hours

    Wells Fargo

    Greenville, SC
    2 days ago
  •  ...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

    Jobtailor

    Greenville, SC
    3 days ago
  •  ...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... 

    Bank of America

    Greenville, SC
    21 hours ago
  •  ...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... 

    Huntington Bancshares, Inc.

    Greenville, SC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planning Specialist. Be the first to apply!