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
- 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
- ...Recruits, LLC is seeking experienced Senior Wealth Advisors to join our client’s nationwide team. You will build... ...business, deliver comprehensive financial planning, and collaborate with internal... ...of client acquisition and asset growth, and a background in a wire-house...Senior
- ...Inc. is searching for a Senior Hydrogeologist to join... ...In this role, you will lead complex investigations... ...managing projects from planning to execution. You'll be... ...while maintaining strong client relationships and... ...staff. S&ME values your growth and offers a collaborative...Senior
- ...in the search for a Senior Wealth Advisor to join its... ...thrives on comprehensive planning, values deep client relationships, and... ...clients on complex financial planning and wealth... ...Leverage industry-leading financial planning... ...client experience. Growth‑oriented, collaborative...SeniorWork at office
- ...engaging customers face-to-face, offering personalized financial planning services while nurturing existing client relationships. A competitive benefits package,... ...opportunities, and a commitment to professional growth make this position ideal for those passionate about...Suggested
$150k - $250k
...Our client is a leading Registered Investment Advisory firm... ...publications such as Forbes, Financial Advisor Magazine, and Barron... ...seeking experienced Senior Wealth Advisors in... ...holistic financial planning, access to... ...enhanced lead flow and growth for our Advisors. Responsibilities...Senior- ...Inc in the United States seeks a senior project manager with engineering background to lead complex programs across process... ...environments. You will act as a primary client contact, ensure delivery... ...project team through all phases from planning to closeout. The role requires...Senior
- A leading engineering firm is looking for a motivated Senior Project Manager to expand their Roadway practice in Greenville, SC. The role involves managing and delivering... ...complex engineering design tasks while building client relationships and providing leadership. Qualified...Senior
- 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...Full timeWork at office
$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...- 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...SeniorFlexible hours
- Bunnell-Lammons Engineering is seeking a Senior Geotechnical Engineering Consultant in Greenville, SC. In this role, you'll manage projects and relationships with clients in the solid waste, mining, and power industry while mentoring junior engineers. Responsibilities include...Senior
- ...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
- ...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 GroupSenior
- Nagarro Inc is seeking a Director - Client Growth Partner in Greenville, SC. This full-time role focuses on expanding client relationships... ...transformations for strategic accounts. You will engage with senior executives, identifying opportunities for revenue growth and advising...Full time
$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 officeWork from homeHome officeFlexible hours- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create... ...who demonstrate a passion for client service. People who... ...with emphasis upon prudent growth and ongoing credit quality.... ...management of overall financial planning. Manage small investment...Work at office
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor... ...where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... ...—including investments for growth, insurance for protection, and...Full timeContract workFor contractorsWork at office- ...Carolina, to perform engineering work in the planning and design phase of systems and processes... ...for power systems and collaborating with clients and vendors. Ideal candidates hold a BSEE... ...environment with opportunities for growth and diverse projects. #J-18808-Ljbffr ContractStaffingRecruiters...Senior
- 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
- Fluor Corporation, located in Greenville, SC, seeks an experienced Procurement/Material Management professional to lead planning and execution of procurement activities on major projects. Responsibilities span from requisition to close-out, including RFQ/PO generation and...Senior
- TD is seeking a Personal Financial Advisor in Greenville, South Carolina. This role involves attracting and retaining clients while providing personalized investment and insurance solutions to address their wealth management needs. The advisor will analyze client financials...Remote job
- Jacobs, located in Greenville, SC, is seeking a Senior Cost Controls Professional to manage program cost controls and reporting. This role involves extensive client interaction and collaboration with various teams to ensure cost efficiency. The ideal candidate will have...SeniorWork at officeRemote work
- Foster Victor Wealth Advisors in Greenville, SC seeks a CPA with 5+ years of accounting and tax experience to service a growing client base. You’ll deliver precise tax planning and financial insights, supporting the Wealth Coaches and Planning Team through data gathering...Senior
- ...Senior Process Engineer Position Summary Perform a variety of engineering... ...work in the initial planning and design phase of equipment... ...Interact and collaborate with clients, vendors, and contractors. Manage... .... Interest in professional growth. Ability to learn quickly and...SeniorFor contractorsWork experience placementWork at office
$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- ...Wealth Management is a leading provider of comprehensive... ...wealth management, including planning for retirement,... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...experience to promote portfolio growth. The Merrill Advisor...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Mauldin & Jenkins, LLC is looking for a Senior Associate for their Tax Practice in Greenville, SC. The role involves preparing complex tax returns, responding to tax-related inquiries, and training interns and staff. With over 100 years of experience, the firm promotes...Senior
- Carolina Search Group is seeking a Senior Estimator in Greenville, SC to lead the preconstruction team in commercial... ...staff, engaging directly with clients and executive leadership, and shaping... ...mindset. Competitive compensation and growth opportunities are offered,...Senior
- ContractStaffingRecruiters.com is looking for a Senior Structural Engineer in Greer, South Carolina. The role involves working with various... ...include directing project workflows and collaborating with clients and contractors. Qualified candidates should have a BSCE, a PE...SeniorFor contractors
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