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

Senior Financial Advisor | Lead Client Growth & Planning

Trade Street Wealth Advisors

Trade Street Wealth Advisors in Greer, SC is looking for a motivated Financial Advisor to join their team. The ideal candidate will have over 5 years of experience in the financial services industry and may have, or be pursuing, their CFP designation. This in-office role involves serving clients by developing personalized financial plans, leading meetings, and building long-term relationships. The firm offers a competitive salary, bonuses, a 401(k) with company match, paid vacation, and 11 national holidays. #J-18808-Ljbffr Trade Street Wealth Advisors

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Advisor | Lead Client Growth & Planning in Greer, SC vacancy
  • A leading tax service provider in South Carolina is seeking a Tax Advisor to join their team. This role involves building client relationships, providing comprehensive tax preparation and planning services, and leveraging virtual...  ...and professional growth. #J-18808-Ljbffr... 
    Senior

    H&R Block

    Greenville, SC
    3 days ago
  • Century 3, Inc. is seeking a Senior Project Manager based in Greer, South Carolina...  ...environments while ensuring client satisfaction and adherence to project...  ...interpersonal skills and experience in leading project teams through planning, execution, and closeout phases. Candidates... 
    Senior
    Full time

    Century 3, Inc.

    Greer, SC
    1 day ago
  • EY is seeking a Senior Consultant for their Life Sciences practice to lead engagements and innovations in the market. You will focus on strategic growth and business transformation within the pharmaceutical...  ...include supporting client teams, leading deliverables, and... 
    Senior
    Flexible hours

    EY

    Greenville, SC
    3 days ago
  •  ...construction firm in Greenville, SC, is seeking a Senior Subcontract Administrator to manage...  ...subcontract administration, procurement planning, and managing contracts. Strong...  ...offers a dynamic environment for professional growth and impactful contributions. #J-18808-Ljbffr... 
    Senior

    Jacobs

    Greenville, SC
    1 day ago
  • Trade Street Wealth Advisors is seeking a...  ...relationship-driven Financial Advisor to join our...  ...active role in serving clients, building long-...  ...to the continued growth and success of our...  ...part in financial planning and investment strategy...  ...and strategies Lead and participate in... 
    Suggested
    Full time
    Work at office

    Trade Street Wealth Advisors

    Greer, SC
    1 day ago
  • $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... 

    WizeHire, Inc

    Greenville, SC
    5 hours ago
  •  ...12 years of experience in environmental consulting, expertise in client engagement, and a professional registration. Responsibilities include driving growth, managing key client relationships, and leading high-visibility projects with a focus on regulatory compliance and... 
    Senior

    Apex Clearing Corporation

    Greenville, SC
    4 days ago
  • A leading accounting firm in Greenville, South Carolina, is searching for an Audit Senior to manage the audit process from planning to completion. The ideal candidate will have a Bachelor’s degree...  ...staff, alongside a commitment to client relationships. Flexible work schedules... 
    Senior
    Flexible hours

    Elliott Davis

    Greenville, SC
    3 days ago
  • BUNNELL LAMMONS ENGINEERING in Greenville, SC is seeking a Senior Geotechnical Engineering Consultant to lead projects and mentor engineers. You'll play a crucial...  ...advancing geotechnical capabilities while ensuring client satisfaction and project quality. This position... 
    Senior

    BUNNELL LAMMONS ENGINEERING

    Greenville, SC
    4 days ago
  •  ...in Greenville, SC, seeks an Assurance Senior to lead audit engagements from planning to completion. Responsibilities include preparing financial statements and supervising Audit Associates...  ...quality assurance services to clients. #J-18808-Ljbffr BDO USA Experienced... 
    Senior

    BDO USA Experienced Career Site

    Greenville, SC
    2 days ago
  •  ...construction firm in SC is seeking a Senior Preconstruction Manager to...  ...the cost estimation and planning of projects. The ideal candidate...  ...estimates, and ensure the financial success of projects. Responsibilities...  ...include collaborating with clients and maintaining vendor... 
    Senior

    Thompson Construction Group, Inc.

    Greenville, SC
    15 hours ago
  •  ...seeking a Behavior Analyst to develop and implement ABA treatment plans. The role involves supervising a team and conducting patient...  ...full benefits and potential bonuses, with a supportive work environment for professional growth. #J-18808-Ljbffr TEEMA Solutions Group
    Senior

    TEEMA Solutions Group

    Greenville, SC
    2 days ago
  • Ernst & Young Oman is seeking a Real Estate Tax Senior Manager to lead tax planning projects and provide advisory services to a diverse client base. This role requires managing teams and delivering reliable tax advice across the real estate, hospitality, and construction... 
    Senior

    Ernst & Young Oman

    Greenville, SC
    15 hours ago
  •  ...application process. Senior Trust Relationship Officer, Team Lead - Delaware Full...  ...administration and retirement plan services. We adhere...  ...service to our clients. Summary Manage...  ...other professional advisors, such as legal and...  ...and the potential financial and tax advantages... 
    Senior
    Full time
    Work at office
    Monday to Friday
    Night shift

    Greenleaf Trust

    Greenville, SC
    4 days ago
  •  ...Woodmen of America is hiring a Financial Representative in Upstate, SC...  ...members with financial planning, networking within the community...  ...relationships, allowing for membership growth and greater community impact....  ...to not only serve their clients, but their communities too.... 
    Work at office
    Local area

    Simpsonville Area Chamber of Commerce

    Duncan, SC
    1 day ago
  •  ...seeking an Audit Manager located in Greenville, South Carolina. The successful candidate will oversee the entire audit process for clients, manage audit staff, and develop strong relationships with clients. The position requires significant audit experience and strong leadership... 
    Flexible hours

    Elliott Davis

    Greenville, SC
    1 day ago
  •  ...candidate will engage in patient assessments, treatment planning, and advocating for clients, contributing to their quality of life. We seek a passionate...  ...therapy solutions, backed by competitive pay and outstanding growth opportunities. #J-18808-Ljbffr HealthPro Heritage
    Senior
    Relief
    Flexible hours

    HealthPro Heritage

    Greer, SC
    15 hours ago
  • Gerber Childrenswear LLC in Greenville, South Carolina is seeking a Senior Amazon Business Manager to oversee the day-to-day management of the Amazon business. You will develop and execute strategic plans that align with revenue and market share objectives while managing... 
    Senior

    Gerber Childrenswear LLC

    Greenville, SC
    3 days ago
  •  ...Manager Supervisor: Senior Community Manager/Portfolio...  ...the operational and financial aspects of a community...  ...for personal growth and development. SUPERVISORY...  ...training team members; planning, assigning and...  ...situations to customers, clients and other team members... 
    Work at office
    Weekend work

    Franklin Group

    Greenville, SC
    1 day ago
  • $50k

     ...branch-team business model. One financial advisor and one branch office...  ...entirely focused on building client relationships. It's our sole...  ...and adjust the branch business plan to increase branch effectiveness...  ...to your earning potential and growth, and your compensation is tied... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Greenville, SC
    2 days ago
  •  ...in Greenville, SC. This full-time position requires a lead estimator/preconstruction manager to oversee budgeting...  ...Benefits include medical and vision insurance, a 401(k) plan, and a clear progression path into senior leadership. #J-18808-Ljbffr Cityscape Recruitment USA
    Senior
    Full time

    Cityscape Recruitment USA

    Greenville, SC
    2 days ago
  • 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

    Arthur J. Gallagher & Co. (AJG)

    Greenville, SC
    4 days ago
  •  ...2C Overview Responsible for processing financial related activities for the Regional Group...  ...is in sync Supports budget financial planning and reporting by assisting in the annual...  ...departmental related work. Adheres to all client accounting and auditing policies and... 
    Senior
    Full time
    Work at office

    Datasoft Technologies, Inc.

    Greer, SC
    2 days ago
  • $95k - $125k

    Ideal Building Solutions is seeking a Senior Superintendent to manage large-scale commercial roofing projects in Greenville, South Carolina...  ...leadership capabilities, and a commitment to professional growth. Benefits include health insurance, performance bonuses, and a competitive... 
    Senior
    Full time

    Ideal Building Solutions

    Greenville, SC
    1 day ago
  • Ballard Marine Construction in Greer, South Carolina is seeking a Project Manager to support their private client projects. The role includes planning, estimations, and operational excellence. The ideal candidate will have over 7 years of experience in heavy civil or underwater... 
    Senior

    Ballard Marine Construction

    Greer, SC
    3 days ago
  • HEAPY is seeking a Senior Mechanical Engineer to join our team in Greenville, SC. You will...  ...ensuring compliance, and building strong client relationships. The position offers a...  ...colleague-first culture and opportunities for professional growth. #J-18808-Ljbffr HEAPY
    Senior

    HEAPY

    Greenville, SC
    1 day ago
  • $150k - $190k

     ...Project Manager to oversee projects within South Carolina. The ideal candidate will support planning, provide technical solutions, and ensure operational excellence while leading key projects. This role requires 7+ years of experience in civil or mechanical construction... 
    Senior

    Ballard Marine Construction LLC

    Greer, SC
    15 hours ago
  • $28 - $35 per hour

     ...experienced Asphalt Crew Foreman based in Greenville, SC. This role involves leading paving operations, ensuring safety and quality standards are met. Responsibilities include supervising crews, planning daily activities, and operating paving equipment. The position offers a... 
    Senior
    Hourly pay

    Quality Labor Management, LLC

    Greenville, SC
    4 days ago
  •  ...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... 

    Crump Life Insurance Svcs Inc

    Greenville, SC
    15 hours ago
  •  ...have extensive experience in culinary management, creativity in menu planning, and a commitment to safety and quality. Benefits include competitive compensation, health insurance, and career growth opportunities. #J-18808-Ljbffr Careers Opportunities at AVI Foodsystems
    Full time

    Careers Opportunities at AVI Foodsystems

    Greenville, SC
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Advisor | Lead Client Growth & Planning. Be the first to apply!