Client-Focused Financial Advisor
Fidelity Investments
Fidelity Investments in Greenville, South Carolina, is seeking a 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 commitment to professional growth make this position ideal for those passionate about finance. Candidates should hold or be able to obtain FINRA Series 7 and 66 licenses. We value integrity, interpersonal skills, and a strong commitment to customer satisfaction. #J-18808-Ljbffr Fidelity Investments
$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- 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...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 solutions to address their wealth management needs. The advisor will analyze client financials...SuggestedRemote job
- 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...Suggested
- ...Bank of America is hiring for a role in Greenville, SC, focused on engaging clients in the lobby and assisting with transactions through self-service... ...banking. The ideal candidate will help clients meet their financial goals while building relationships and managing...
$50k
...offer 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...Work at officeWork from homeHome officeFlexible hours- Raymond James Financial, Inc. is seeking a Registered Client Service Associate in Greenville, South Carolina, to deliver exceptional administrative support to Financial Advisors and clients. This dynamic role involves handling inquiries, onboarding clients, and ensuring...
- ...Make an impact providing expert financial advice with heart. Thrivent... ...Thrivent’s comprehensive advisor onboarding program. After onboarding... ...advice and connect clients to Thrivent products and programs... ...unique needs of our customers. We focus on their goals and priorities...Local area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial planning... ...start as a financial representative focused on client-building and obtaining...Full timeContract workFor contractorsWork at office- Fwainvest in Greenville, SC is seeking a Registered Client Service Associate to provide essential administrative support to Financial Advisors and clients. The role involves client onboarding, handling daily inquiries, and ensuring compliance with regulatory requirements...
- Fidelity Investments is looking for a Financial Representative in Greenville, South Carolina. In this role, you will engage with clients, providing them with top-notch service and support. Your attention to detail and organizational skills will help deepen client relationships...
- ...• Cofounder & Private Wealth Advisor at Upstate Legacy Planning Group... ...and is currently seeking new financial advisors. We specialize in... ...holistic financial solutions for clients, including retirement... ...planning approach helps clients focus on what matters most to them....Full timeTraineeshipInternship
- ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...community that is culture driven, resilient, results focused and effective. The Advisor Development Program is...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- 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... ...designation. This in-office role involves serving clients by developing personalized financial plans,...Work at office
- ...Greenville, SC. The ideal candidate will have a team-player and client first mindset. Responsibilities Conduct thorough reviews of... ...retirement accounts, including 401(k) plans, and develop tailored financial recommendations Guide clients through retirement plan rollovers...Work at office
- ...Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location... ...will work with current and prospective clients in your community to understand their... ...Financial Representatives Are Customer-focused Effective Communicators Natural...Full time
- ...: 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... ...sell financial solutions in an ethical and client-focused manner, always selling the right way and for...Work at officeLocal area
- ...with hospitality while utilizing cutting-edge banking technology. Your responsibilities will include managing client relationships, offering tailored financial solutions, and educating clients about available financial tools. The ideal candidate will have at least one year...Afternoon shift
- ...accuracy and timeliness. You will provide exceptional customer service, assess customer needs, and promote bank products to help clients reach financial goals. Work with branch teammates to meet scorecard targets while maintaining strong internal controls and compliance with...
- ...Greenville, South Carolina, is seeking a dedicated individual for a client service position. The role involves providing top-notch service... ...while developing and expanding client relationships to meet financial needs. Candidates should have at least 2 years of relevant...
- ...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...
- JPMorganChase in Greenville, Delaware, is seeking an Associate Relationship Banker to welcome clients, provide thoughtful financial solutions, and represent our brand with hospitality. In this role you will expand relationships at the branch, learn Chase products, assist...
- ...branch of MassMutual - a world-renowned financial institution with a solid heritage and a... ...in our holistic approach to serving our clients' financial needs and our commitment to their... ...We are seeking a Financial Advisor to join our team. Here at MassMutual SC,...
- ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they'... ...effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is...Work at office
- ...other related services to meet the needs of clients within a designated geographical... ...other business services. Analyzes customer financial status, credit, and property evaluations... ...is a North Carolina chartered, community-focused financial institution committed to providing...Work at officeLocal area
$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...$61k - $119k
...Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor (Looking for Career Changers-Training/Licensing... ...Northwestern Mutual allows one the opportunity to: Work with clients to develop holistic financial solutions that put their...Full timeContract workFor contractorsInternship- ...Northwestern Mutual is offering an internship for College Financial Representatives, allowing students to build an integrated financial... ...experience in financial prospecting, business strategies, and client relationship skills. There are also earnings potential and developmental...InternshipFlexible hours
$75k
...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 a proven track record of long-term advisor relationships, a wealth of industry...
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