Client-Focused Financial Advisor & Relationship Builder
Fidelity Investments Inc.
Fidelity Investments Inc. is seeking a Financial Representative in Greenville, SC. This role focuses on fostering relationships with clients while assisting with compliance and transactions. Candidates should have customer service experience and be motivated to learn about financial products. The position offers comprehensive training and a competitive rewards package aimed at achieving work-life balance. Ideal candidates will exhibit superb interpersonal skills and an aptitude for identifying client needs. #J-18808-Ljbffr Fidelity Investments Inc.
- ...motivated individual to join their Investor Center team. This role focuses on engaging customers face-to-face, offering personalized financial planning services while nurturing existing client relationships. A competitive benefits package, training opportunities, and a...Suggested
$75k
WizeHire, Inc is looking for an experienced financial advisor in Greenville, SC. The successful... ...and provide excellent service to help clients achieve their financial goals.... ...financial strategies, and maintaining strong relationships. A Bachelor’s degree, along with CPA or...Suggested- ...America is hiring for a role in Greenville, SC, focused on engaging clients in the lobby and assisting with transactions through... ...The ideal candidate will help clients meet their financial goals while building relationships and managing transactions effectively, ensuring...Suggested
- ...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...Suggested
- TD is seeking a Personal Financial Advisor in Greenville, South Carolina. This role involves attracting and retaining clients while providing personalized investment and insurance... ...will analyze client financials, build relationships, and ensure compliance with...SuggestedRemote job
- JPMorganChase in Greenville, Delaware is looking for a Relationship Banker who will enhance client experiences and develop strong relationships. The ideal candidate will leverage financial knowledge and banking technology to support clients' financial needs, ensuring a...
- JPMorgan Chase & Co. is seeking a Relationship Banker in Greenville, Delaware. In this role, you will represent the... ...technology. Your responsibilities will include managing client relationships, offering tailored financial solutions, and educating clients about available...Afternoon shift
- First National Bank is seeking a Senior Relationship Banker in Greenville, South Carolina. This position focuses on supporting retail banking customers through traditional banking tasks, promoting sales, and ensuring excellent customer service. The ideal candidate will...
- The Fidelity Bank is seeking a Relationship Banker I to process teller transactions and manage cash vault duties with accuracy and... ...assess customer needs, and promote bank products to help clients reach financial goals. Work with branch teammates to meet scorecard targets...
- ...Greenville, SC is seeking a dedicated professional to deliver exceptional client service and build strong client relationships. The role involves both in-person and phone interactions to provide tailored financial solutions, support sales targets, and perform various tasks...
- ...South Carolina, is seeking a dedicated individual for a client service position. The role involves providing top-notch service... ...and on the phone while developing and expanding client relationships to meet financial needs. Candidates should have at least 2 years of...
- A financial institution in Greenville, SC is seeking a Mortgage Loan Officer to develop residential mortgages by building relationships with clients. The ideal candidate will manage client applications, analyze personal financial information, and provide outstanding customer...Flexible hours
- Huntington Bank is seeking a Financial Relationship Banker for our Greenville, SC branch. This role empowers you to help customers achieve their financial goals while working in a collegial environment. Your main responsibilities include providing excellent customer service...
- F.N.B. Corporation in Greenville, South Carolina, is seeking a Senior Relationship Banker to promote sales and enhance customer relationships. Responsibilities include executing banking tasks and achieving sales goals while adhering to compliance requirements. The ideal...
- Bank of America in Greer, SC seeks a client‑facing Banking Associate to educate and assist... ..., process cash transactions, and build relationships. You will engage clients, follow... ...and collaborate with specialists to meet financial goals. The role requires weekend availability...Weekend work
- ...State Farm Agent Team Member. Join a forward-thinking team dedicated to reshaping the insurance industry. The role involves engaging clients through digital platforms and educating them about insurance solutions. Ideal candidates are tech-savvy, enthusiastic about sales,...
$50k
...something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...where you can help your clients achieve their goals through... ...a financial representative focused on client-building and... ...achieve their goals Grow relationships with clients to support them...Full timeContract workFor contractorsWork at office- ...Financial Solutions Advisor - Greenville Market Boone, North Carolina;Anderson... ...and delivering for our clients, teammates, communities and... ...Builds and nurtures strong relationships Collaborates effectively... ...Customer and Client Focus Oral Communications...Temporary workWork at officeMonday to FridayShift workDay shift
- ...impact providing expert financial advice with heart.... ...Thrivent’s comprehensive advisor onboarding program.... ...achievable advice and connect clients to Thrivent products... ...genuine, long-term relationships throughout generations... ...of our customers. We focus on their goals and priorities...Local area
- ...Cofounder & Private Wealth Advisor at Upstate Legacy... ...currently seeking new financial advisors. We specialize... ...solutions for clients, including retirement... ...environment that values relationships and integrity. Advance... ...approach helps clients focus on what matters most to...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
Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...where you can help your clients achieve their goals through... ...a financial representative focused on client-building and obtaining... ...achieve their goals Grow relationships with clients to support...For contractorsWork at office- Trade Street Wealth Advisors in Greer, SC is looking for a motivated Financial Advisor to join their team. The ideal candidate... ...-office role involves serving clients by developing personalized... ...meetings, and building long-term relationships. The firm offers a competitive...Work at office
- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...they envision through a personal relationship with their advisory team committed... ...driven, resilient, results focused and effective. The Advisor Development...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Huntington National Bank is hiring a Financial Relationship Banker in Greenville, SC. This role fosters a customer-centric environment, empowering team members to help clients achieve financial goals. Responsibilities include excellent customer service, identifying sales...Work at officeFlexible hours
- Huntington Bank is looking for a Financial Relationship Banker in Greenville, SC to foster and grow relationships with consumer and business... ...customer service, identifying financial needs, and educating clients on banking products and technology. Applicants should have...
- Koitecc Solutions is seeking a Relationship Banker for their branch in Greenville, South Carolina. In this role... ...Chase brand by providing exceptional service to clients, managing relationships, and offering tailored financial solutions. The ideal candidate has proven sales...
- As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the... ...banking solutions and cutting‑edge financial technology combined with friendly and attentive... ...meaningful relationships with clients, using your financial knowledge to offer...Immediate startAfternoon shift
- ...creating memorable experiences for our clients and employees, making them feel welcomed... ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...banking solutions and cutting‑edge financial technology combined with friendly and...Immediate startAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Advisor & Relationship Builder. Be the first to apply!
- insurance customer service advisor Greenville, SC
- customer service representative hiring Greenville, SC
- customer service representative data entry Greenville, SC
- customer associate Greenville, SC
- customer retention representative Greenville, SC
- customer advisor Greenville, SC
- customer success associate Greenville, SC
- part time customer service representative work from home Greenville, SC
- customer service administrator Greenville, SC
- warehouse customer service representative Greenville, SC

