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

Wealth Advisor — Client Portfolios & Planning

$90k - $120k

Godshall Recruiting

Godshall Recruiting is seeking a financial advisor in Greenville, South Carolina. This direct hire role involves analyzing client financial data, preparing reports, and supporting clients throughout the financial planning process. Ideal candidates should have at least a Bachelor's degree and two years of industry experience, along with FINRA securities licensing. The position offers a competitive salary ranging from $90,000 to $120,000 and various benefits including health/dental, PTO, and retirement plans. #J-18808-Ljbffr Godshall Recruiting

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Advisor — Client Portfolios & Planning in Greenville, SC vacancy
  • $90k - $120k

     ...with strong values Great opportunity to manage an existing portfolio of clients If that describes you, we need to talk! What your future day...  ..., liabilities, cash flow, and goals) Prepare financial planning reports, projections, and recommendations using financial planning... 
    Suggested

    Godshall Recruiting

    Greenville, SC
    3 days 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... 
    Suggested

    WizeHire, Inc

    Greenville, SC
    3 days ago
  • $75k

    Hudnall Capital Advisors in Greenville, South Carolina is seeking an experienced financial advisor...  ...excels in providing exceptional service to clients. The ideal candidate will have a successful track record in financial planning, superior communication and relationship... 
    Suggested

    Hudnall Capital Advisors

    Greenville, SC
    1 day ago
  • $76k - $125.3k

     ...career. With a diverse portfolio of interesting and...  ...technically demanding tax planning and compliance...  ...contact for a wide range of clients and colleagues. This is...  ...develop into a trusted advisor role to client. You...  ...understanding of estate and wealth planning Experience... 
    Suggested
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Greenville, SC
    5 days ago
  •  ...Carolina Offices • Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group Overview Northwestern Mutual...  ...holistic financial solutions for clients, including retirement planning,...  ...and retail investment client portfolios, more than $36 billion in revenues... 
    Suggested
    Full time
    Traineeship
    Internship

    Northwestern Mutual - Upstate SC

    Greenville, SC
    4 days ago
  • Trade Street Wealth Advisors in Greer, SC is looking for a motivated Financial Advisor to join their team. The ideal...  ...designation. This in-office role involves serving clients by developing personalized financial plans, leading meetings, and building long-term relationships... 
    Work at office

    Trade Street Wealth Advisors

    Greer, SC
    4 days ago
  • Job Description: Merrill Wealth Management is a leading provider...  ...management, including planning for retirement, education...  .... Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...your experience to promote portfolio growth. The Merrill... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Greenville, SC
    2 days ago
  • First Citizens Wealth is looking for a Wealth Client Specialist in Greenville, SC. This role focuses on supporting Fiduciary Officers and Wealth Consultants by managing service-related activities and maintaining strong client relationships. Key responsibilities include... 

    First Citizens Wealth

    Greenville, SC
    3 days ago
  •  ...Elevate Your Career as a Financial Planning Assistant! Are you an...  ...passion for financial services? A wealth management firm in Greenville...  ...to their Wealth Management Advisor. This role is ideal for...  ...role. Responsibilities: * Client Service & Advisor Support: Prepare... 
    Contract work
    Temporary work
    Work at office

    AppleOne Careers

    Greenville, SC
    3 days ago
  • $1,000 per month

     ...framework for building an integrated financial planning practice from the ground up. Our college...  ...and network to build your business and client base Develop and execute on a business...  ...a full-time Financial Representative or Advisor role upon graduation. Qualifications... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Greenville, SC
    15 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
    2 days ago
  •  ...apart is also the defining expectation of this role: we are a client-centric, hands-on consulting firm, and our Project Directors operate...  ...decision-making, backed by logic, understanding contingency planning, with an attitude toward appropriate prioritization and effort.... 
    Full time
    For contractors

    Cogent Talent Solutions

    Greenville, SC
    3 days ago
  • $1,000 per month

     ...framework for building an integrated financial planning practice from the ground up. Our college...  ...and network to build your business and client base Develop and execute on a business...  ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Greenville, SC
    3 days ago
  • $61k - $119k

    Financial Advisor (Looking for Career Changers-Training/Licensing...  ...the opportunity to: Work with clients to develop holistic financial...  ...using tools such as retirement planning, insurance and investment...  ...LLC and Northwestern Mutual Wealth Management Company commissions... 
    Full time
    Contract work
    For contractors
    Internship

    Northwestern Mutual

    Greenville, SC
    4 days ago
  • $75k

    Hudnall Capital Advisors • Greenville , SC , US Posted 3 days ago Description...  ...excellent service to help clients meet their financial goals? If...  ...term advisor relationships, a wealth of industry knowledge, great...  ..., mutual funds, savings plans, and other financial products... 

    WizeHire, Inc

    Greenville, SC
    3 days ago
  • Bankers Life in Greenville, SC is hiring a Financial Advisor to help clients with personalized financial planning. You will build a client base, present financial solutions, and take ownership of your business. Ideal candidates will hold active Life & Health licenses and... 
    Flexible hours

    Bankers Life

    Greenville, SC
    1 day ago
  • $61k - $119k

    Overview 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... 
    For contractors

    Northwestern Mutual

    Greenville, SC
    5 days 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
    5 days ago
  • Trade Street Wealth Advisors is seeking a motivated and relationship-driven...  ...an active role in serving clients, building long-term...  ...integral part in financial planning and investment strategy discussions...  ...Review client accounts and portfolios regularly to ensure alignment... 
    Full time
    Work at office

    Trade Street Wealth Advisors

    Greer, SC
    4 days ago
  •  ...Greenville is seeking a Financial Representative to engage with clients and understand their financial needs. This role emphasizes customer...  ...a range of benefits including health insurance and a retirement plan. Ideal candidates may include veterans, college graduates, and... 

    The Western and Southern Life Insurance Company

    Greenville, SC
    5 days ago
  •  ...Greenville, SC. Representatives will learn to build a financial planning practice while receiving guidance and support from experienced...  ...networking, developing business strategies, and understanding clients' financial goals. Ideal candidates are full-time students with... 
    Full time
    Internship

    Northwestern Mutual

    Greenville, SC
    5 days ago
  • $1,000 per month

     ...framework for building an integrated financial planning practice from the ground up. Our college...  ...and network to build your business and client base Develop and execute on a business...  ...a full‑time Financial Representative or Advisor role upon graduation. Qualifications Full... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Greenville, SC
    1 day ago
  • $61k - $250k

    Northwestern Mutual is seeking motivated individuals to become financial advisors in Greenville, South Carolina. This role focuses on helping clients achieve their financial goals through personalized planning. With a performance-based compensation structure, you could earn... 

    Northwestern Mutual

    Greenville, SC
    4 days ago
  •  ...Banker in Greenville, SC. In this role, you will provide exceptional client service by utilizing financial expertise and technology...  .... The position offers comprehensive benefits, including health coverage and a retirement savings plan. #J-18808-Ljbffr JPMorgan Chase

    JPMorgan Chase

    Greenville, SC
    5 days ago
  •  ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for...  ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Greenville, SC
    5 days ago
  •  ...identification.Personal Financial Advisor - Greenville, SC page is...  ...from a centralized hub with clients in the Mass Affluent (MA) segment...  ...clients by addressing their wealth management needs. The PFA I...  ...advice, long-term retirement planning and when conducting annual reviews... 
    Temporary work
    Local area
    Remote work
    Work from home
    Flexible hours

    TD Bank

    Greenville, SC
    4 days ago
  •  ...experience in financial services. Key tasks include analyzing financial statements, preparing credit documentation, and collaborating with Portfolio Managers. The position offers competitive benefits, including health insurance, a 401(k) match, and tuition reimbursement. #J-1880... 

    First Horizon Bank

    Greenville, SC
    1 day ago
  •  ...Summary: The SBA Jr. Portfolio Manager is responsible for various servicing action requests...  ...financial reporting as indicated in the client’s business loan agreement. Daily customer...  ...to develop and execute an appropriate plan to mitigate the risk. Works closely... 
    Temporary work
    Remote work

    First Bank of the Lake

    Greenville, SC
    4 days ago
  • JPMorgan Chase & Co. is seeking a motivated individual for a role focused on client relationship management in Travelers Rest, SC. The ideal candidate will have experience in retail banking, superb communication skills, and a commitment to client relations. Responsibilities... 

    JPMorgan Chase & Co.

    Travelers Rest, SC
    4 days ago
  • A financial institution is seeking a Commercial Real Estate Portfolio Specialist to provide credit administration and underwriting support for commercial real estate relationships. The ideal candidate will manage loan portfolios, collaborate with relationship managers,... 
    Full time

    United Community

    Greenville, SC
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Advisor — Client Portfolios & Planning. Be the first to apply!