Financial Representative - Greenville, SC
Soteria Reinsurance Ltd.
## Financial Representative - Greenville, SCApplylocations: Greenville, SCtime type: Full timeposted on: Posted Todayjob requisition id: 2131109## ## Job Description:## Financial RepresentativeWe believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.## The Expertise We’re Looking For* Customer service, phone, or financial services experience will prepare you for this role* Banking, insurance, or financial experience is an excellent addition to your experience* We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses* Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one## The Purpose of Your RoleIt is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.## The Skills You Bring* Superb interpersonal skills and passion to engage with clients* An aptitude to assess client needs and identify opportunities* Remarkable attention to detail and ability to prioritize* Organizational skills to manage multiple tasks* Being coachable, collaborative, and curious are your "go to" attributes## Our Investments in You## Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!## The Value You Deliver* A key member of the team, you are offering support to Fidelity’s most valuable clients daily* By identifying leads and making effective introductions, you are directly impacting the success of the branch* Your efforts will be valued by clients and you will find working with those clients a rewarding experience* As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team## ## Certifications:Series 07 - FINRA, Series 66 - FINRA## ## Category:## Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. #J-18808-Ljbffr
- ...Financial Advisor - Greenville, SC page is loaded## Financial Advisor - Greenville, SClocations: SC - Greenvilletime type: Full timeposted on: Posted 4 Days Agojob requisition id: REQ-42202Meaningful work. Rewarding career. Make an impact providing expert financial advice...SuggestedLocal area
- ...Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location : GREENVILLE Responsibilities As a Financial Representative, you will work with current and prospective clients in your community to...SuggestedFull time
$58.44k - $93.5k
This position will provide personal financial services at assigned military installations... .... The job duties listed above are representative and not intended to be all-inclusive of... ...Information Title Personal Financial Counselor; Greenville, SC Grade 24 Work Experience - Required...SuggestedFull timeContract workTemporary workWork experience placementWork at officeWork from homeHome office- ...longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional...SuggestedWork at office
- ...expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations... .... Qualifications The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable...SuggestedTemporary workWork at officeNight shiftWeekend work
- ...Organization : Name GREENVILLE SC Default: Location : City GREENVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and...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- ...Northwestern Mutual - Upstate SC Managing Director of... ...and is currently seeking new financial advisors. We specialize in recruiting... ...Financial Advisor jobs in Greenville-Spartanburg-Anderson, South... ...1 day ago College Financial Representative, Internship Program...Full timeTraineeshipInternship
- ...A leading financial services company in Greenville is seeking a Financial Representative to engage with clients and understand their financial needs. This role emphasizes customer focus and strong communication skills, with eligibility for a range of benefits including...
$61k - $119k
...Financial Advisor (Looking for Career Changers-Training/Licensing... ...exclusive features. Our Upstate, SC financial advisory firm... ...018-2023company average for representatives in the first 3 years) Top 25... ...“Financial Advisor” roles. Greenville, SC $50,000.00-$125,000.00 3...Full timeContract workFor contractorsInternship$75k
...Hudnall Capital Advisors • Greenville , SC , US Posted 3 days ago Description 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...$80k - $100k
...exceptional customer service while playing a vital role in supporting a successful financial planning team? Position: Paraplanner Firm: JEHM Wealth & Retirement Location: Simpsonville, SC JEHM Wealth & Retirement, in the Five Forks area of Simpsonville, SC, is seeking a...Work at officeMonday to FridayFlexible hours- ...NC Chicago, IL Columbus, GA Dallas/Fort Worth, TX Greenville, SC Holland, MI Houston, TX Indianapolis, IN Los... ...2. Client Service - Serves clients with excellence providing financial guidance in a manner based on the financial planning philosophy...Work at officeLocal areaNight shift
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans... ...securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families...Work at officeLocal area
- ...high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking... ...Operating in a fast-paced, team-oriented environment, MassMutual SC fosters a culture of collaboration, continuous learning, and service...
$75k
...Hudnall Capital 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...- ...Godshall Recruiting is seeking candidates for a banking customer service role in Greenville, SC. This position offers a stable environment with no late nights or holidays, perfect for individuals who prefer traditional working hours. The ideal candidate will have at least...Weekly pay
- Job Title: Teller Summary / Objectives A Teller has the responsibility to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Responsibilities Serve customers quickly, accurately, efficiently, and confidentially according...Part time
- ...success. From sales development representatives, account managers, and... ...office in the heart of Downtown Greenville (parking is paid for!) Why... ...the immense resources of MFA Financial, a publicly traded mortgage... ...Columbia, Charleston) Greenville, SC $20,000 - $100,000 3 weeks...Full timeTemporary workH1bWork at officeFlexible hours
- ...Houston Federal Credit Union is seeking a full-time Member Service Representative / Teller in Greenville, SC. You will assist members with financial transactions, ensure high-quality customer service, and maintain accurate cash handling procedures. The role requires a...Full time
- ...roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are...Part time
- ...demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our...Work experience placementLocal areaImmediate startRelocation
$25 - $32.39 per hour
...Banking Solutions portfolios. This position is available in Greenville, SC - Orlando, FL - Winston-Salem, NC - Atlanta, GA What You'... ...CIP, etc. Call for payoffs on accounts and mail checks to financial institutions Responsible for pulling and making decisions...Full timeWork at officeLocal areaRemote workWeekend workAfternoon shift- ...Park National Corporation is seeking a Wealth Management Advisor to administer trust accounts and develop client relationships in Greenville, South Carolina. Ideal candidates will have a Bachelor's degree in business and 2–4 years of related experience. The advisor will...Full timeFlexible hours
$1,000 per month
...Northwestern Mutual in Greenville, South Carolina is seeking College Financial Representatives for an internship program. This role provides guidance and support for building a financial planning practice, essential for developing a professional network and confidence....Internship- ...Dylan Schaefer - State Farm Agent is seeking a Financial Services Representative in Greenville, South Carolina. This role involves marketing financial products and educating customers on their financial options using a consultative approach. A successful candidate will...
- ...United Community Bank in Greenville, SC is seeking a highly experienced Portfolio Manager Senior to oversee large commercial credits and ensure profitability and growth. The ideal candidate will provide expert credit, underwriting, and sales support while managing a team...Full timeRemote work
- ...Primary Office Location: 101 E. Washington Street Suite 100. Greenville, South Carolina. 29601. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based...Work at office
- ...Job Summary This position is 100% in person in Greenville, South Carolina. The Mortgage Financing Advisor is primarily responsible for... ...Operations team. Responsibilities Meet with buyer prospects to provide financial guidance, expertise and preapproval services. Sell the value...Contract workWork at officeFlexible hours
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