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

Community-Focused Financial Advisor & Planner

Modern Woodmen of America

A financial services organization is seeking representatives to deliver personalized investment solutions that help clients achieve their long-term financial goals. Ideal candidates will have an entrepreneurial mindset and be community-oriented. Responsibilities include networking, providing information about services, and participating in community activities. Benefits include comprehensive insurance coverage, retirement planning with a company match, and opportunities for growth within the organization. #J-18808-Ljbffr

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Community-Focused Financial Advisor & Planner in Simpsonville, SC vacancy
  •  ...help clients work toward their long-term financial goals. They should be comfortable...  ...information. About you Entrepreneurial mindset Community oriented Responsibilities Work with...  ...licenses! About Us Since 1883, we've been focused on securing futures with financial guidance... 
    Community
    Work at office
    Local area

    Modern Woodmen

    Greenville, SC
    5 days ago
  • $50k

     ...branch-team business model. One financial advisor and one branch office administrator entirely focused on building client...  ...you make a difference in your community. Key Responsibilities Build relationships...  ...CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement... 
    Community
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Greenville, SC
    4 days ago
  •  ...Financial Advisor - Greenville, SC page is loaded## Financial Advisor - Greenville, SClocations...  ...ability to serve clients in your chosen community.* Make client appointments by leveraging...  ...the unique needs of our customers. We focus on their goals and priorities, guiding... 
    Community
    Local area

    Thrivent Financial

    Greenville, SC
    1 day ago
  •  ...• Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group...  ...and is currently seeking new financial advisors. We specialize in...  ...planning approach helps clients focus on what matters most to them....  ...0 5 days ago We’re unlocking community knowledge in a new way.... 
    Community
    Full time
    Traineeship
    Internship

    Northwestern Mutual

    Greenville, SC
    6 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial...  ...a financial representative focused on client-building and...  ...impact on your clients and community. Becoming a business owner allows...  ...more Certified Financial Planner® licensing support2 Fully... 
    Community
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Greenville, 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

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

     ...Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor...  ...teams that reflect our customers and communities, fostering an environment where all employees...  ...Mutual, 2024 2 Certified Financial Planner Board of Standards Center for... 
    Community
    Full time
    Contract work
    For contractors
    Internship

    Northwestern Mutual

    Greenville, SC
    4 days ago
  •  ...MassMutual – a world-renowned financial institution with a solid heritage...  ...learning, and service to community. The Opportunity We are seeking a Financial Advisor to join our team. Here at MassMutual...  ...required). CFP (Certified Financial Planner) certification Understanding... 
    Community

    MassMutual South Carolina

    Greenville, SC
    5 days ago
  •  ...GREENVILLE Overview The purpose of the Financial Representative is to meet the needs of middle...  ...solutions in an ethical and client-focused manner, always selling the right way and...  ...at the local level. Proactively develops community relationships to cultivate and travels within... 
    Community
    Work at office
    Local area

    Western & Southern Life

    Greenville, SC
    2 days ago
  •  ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they...  ...builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants... 
    Community
    Work at office

    Pinnacle Bank

    Greenville, SC
    4 days ago
  •  ...Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location...  ...current and prospective clients in your community to understand their financial needs and...  ...Financial Representatives Are Customer-focused Effective Communicators Natural... 
    Community
    Full time

    The Western and Southern Life Insurance Company

    Greenville, SC
    4 days ago
  •  ...Private Wealth Advisor The Private Wealth Advisor...  ...and broader Christian community creates and seizes business...  ...skills which focus on client service and...  ...excellence providing financial guidance in a manner based...  ...with (Sr.) Financial Planner to initiate client meetings... 
    Community
    Work at office
    Local area
    Night shift

    Blue Trust

    Greenville, SC
    2 days ago
  • $15 - $17 per hour

     ...Companies award, helps customers meet their financial needs and unlock their financial good....  ...strong customer relationships and build community within your branch. Other duties include...  ...an ever-expanding menu of customer-focused services and a commitment to teamwork, community... 
    Community
    Hourly pay
    Full time
    Interim role
    Work at office
    Local area
    Shift work
    Weekend work
    Afternoon shift

    World Finance

    Mauldin, SC
    4 days ago
  •  ...existing client relationships. Provides financial solutions that meet client needs based on...  ...offering products and services with a focus on developing, expanding and retaining relationships...  ...of the established Truist Retail Community Bank Leadership Routines. Commits to... 
    Community
    Temporary work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Greenville, SC
    1 day ago
  • $37.62k

     ...to expect more opportunities. If you are focused on results, dedicated to quality,...  ...phone, and contributing to improving the financial wellness of our customers. The purpose of...  ...make life better for our customers and communities. The successful candidate should be ambitious... 
    Community
    Full time
    Flexible hours

    Regions Bank

    Greenville, SC
    4 days ago
  •  ...Soteria Reinsurance Ltd. in Greenville, SC seeks a Financial Representative to engage clients and contribute to branch success. This role is crucial for fostering relationships and ensuring client satisfaction. Applicants should have customer service or financial experience... 

    Soteria Reinsurance Ltd.

    Greenville, SC
    20 hours ago
  • ## Mortgage Financing Advisor - (Pulte Mortgage)Applylocations: Greenville...  ...buyer prospects to provide financial guidance, expertise and...  ...Customer Service, Compliance, Focus on Supporting Financial Goals...  ...require driving to sales communities across the Division### ### **... 
    Community
    Contract work
    Work at office
    Flexible hours
    Afternoon shift

    PulteGroup

    Greenville, SC
    19 hours ago
  •  ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program... 
    Community
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Greenville, SC
    a month ago
  • $120k - $150k

     ...collaboration. A proven leader with over 5 years of experience in financial institutions, particularly in credit unions, is essential. A...  ...offers an annual salary between $120,000 and $150,000, alongside opportunities for meaningful community engagement. #J-18808-Ljbffr... 
    Community

    CUES TRAINING FACILITY

    Simpsonville, SC
    4 days ago
  •  ...Northwestern Mutual in Mauldin, SC, is seeking a highly motivated Financial Advisor to provide comprehensive financial planning services. You'll build long-term client relationships, conduct assessments, and develop financial plans aligned with client goals. The ideal... 

    Northwestern Mutual

    Mauldin, SC
    4 days ago
  •  ...SkyKey Financial in Mauldin, South Carolina is seeking competitive, disciplined individuals for full-time and part-time positions. You will educate clients on retirement options and life insurance, build strong relationships, and stay abreast of industry regulations. The... 
    Full time
    Part time

    SkyKey Financial

    Mauldin, SC
    4 days ago
  •  ...rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader....  ...commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 66 - FINRA... 
    Community
    Work at office

    Fidelity Investments

    Greenville, SC
    2 days ago
  • $17 per hour

     ....m. – 6 p.m. Position Highlights Member‑Focused Role: Provide exceptional and efficient...  ...prefer a personal touch, ensuring their financial needs are met. Incentive Plan: Be rewarded...  ...of empowering our members and our community with opportunities for a brighter financial... 
    Community
    Hourly pay
    Part time
    Flexible hours

    CPM Federal Credit Union

    Greenville, SC
    4 days ago
  • $100k - $300k

     ...marketing team that’s laser-focused on driving your success. Diverse...  ..., and become a trusted advisor in your markets for all things...  ...property finance. Enhance Your Community Presence : Strengthen your presence...  ...the immense resources of MFA Financial, a publicly traded mortgage... 
    Community
    Permanent employment
    Temporary work
    Local area
    Remote work
    Flexible hours

    Lima One Capital LLC

    Greenville, SC
    4 days ago
  •  ...support and marketing team that’s laser-focused on driving your success. From sales development...  ...and stabilizing their neighborhoods and communities nationwide. Loans Funded: $10+ billion...  ...Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25... 
    Community
    Full time
    Temporary work
    H1b
    Work at office
    Flexible hours

    Lima One Capital LLC

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

     ...Northwestern Mutual College Financial Representative Internship College Financial Representatives...  ...a full-time Financial Representative or Advisor role upon graduation. Qualifications...  ...teams that reflect our customers and communities, fostering an environment where all... 
    Community
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Greenville, SC
    3 days ago
  •  ...referrals Participate in builder, realtor, and community activities that generate leads Pipeline...  ...communication skills and customer focus Interest in building a long‑term career...  ...Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an... 
    Community
    Internship
    Local area

    Lennar

    Greenville, SC
    1 day ago
  • $250k

     ...Overview PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an... 
    Work at office
    Home office

    Paramount Residential Mortgage Group

    Mauldin, SC
    4 days ago
  •  ...Required Skills & Abilities: Customer-focused mindset with strong interpersonal skills...  ...to teamwork, accountability, and community service. Adheres to attendance, reliability...  ...of teller, retail banking, or related financial institution customer service experience... 
    Community
    Work experience placement
    Work at office
    Immediate start
    Remote work
    Flexible hours

    Arthur State Bank

    Greenville, SC
    2 days ago
  •  ...providers have a passion for working with children. Our practice focuses on educating our patients while creating a fun and comfortable...  ...personal days. -6 Paid National Holidays -Family-Friendly Community: Live and work in a safe, welcoming community with great schools... 
    Community
    Daily paid

    D4C DENTAL BRANDS, INC.

    Greenville, SC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Community-Focused Financial Advisor & Planner. Be the first to apply!