Financial Advisor
United Community Bank
Financial AdvisorAre you a motivated and experienced Financial Advisor looking to make a real impact? We are expanding our team in Greenville, SC. As a Financial Advisor, you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Your expertise in retirement planning, estate planning, asset allocation, and investment strategies will be key to your success.What You'll DoBuild Relationships: Connect with clients to understand their financial needs and goals.Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.Customize Financial Plans: Develop and implement tailored financial plans to help clients reach their objectives.Monitor Portfolios: Regularly review and adjust clients' investment portfolios to ensure alignment with their goals.Stay Informed: Keep up with industry trends and regulations to offer the most current advice.Requirements For SuccessExperience: At least 3 years in financial planning and investment management. Experience with high net worth clients is a plus.Education: Bachelor's degree in Finance, Accounting, Economics, or a related field (relevant experience may substitute). A Master's degree is a bonus.Required Skills: Series 63, Uniform Combined State Law, and Series 6 licenses (willingness to acquire Series 7). Applicable State Life and Annuity Insurance Licenses. Strong analytical and problem-solving abilities. Excellent communication and interpersonal skills.Preferred Skills: Certified Financial Planner (CFP) designation.Conditions of EmploymentMust be able to pass a criminal background & credit checkThis is a full-time, non-remote positionFLSA Status ExemptWe are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$61k - $119k
...Education 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Greenville, SC1 day ago- ...Financial AdvisorAt Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful... ...to serve as a general overview.Summary Of Position:A Financial Advisor should demonstrate commitment to delivering distinctive service...SuggestedWork at office
Pinnacle Bank
Greenville, SC4 days ago $61k - $119k
...Financial Advisor OpportunityBecoming 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...SuggestedFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Greenville, SC14 hours ago- ...DescriptionNew York Life Raleigh is currently seeking Driving Financial Professionals to become part of our team. We are in interviewing... ...-oriented individuals who may be selected to become Financial Advisors in our General Office. A New York Life Financial Advisors will...SuggestedContract workWork at office
New York Life
Greenville, SC1 day ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Greenville, SC4 days ago- ...Financial Aid Counselor The Financial Aid Counselor, under the direction of the Associate Director of Financial Aid, will provide financial aid counseling to prospective students, their parents, and to our current students and their parents. This includes providing...Work at officeImmediate startFlexible hoursNight shiftWeekend work
Furman University
Greenville, SC14 hours ago - ...Financial CounselorEnsemble is a leading provider of technology-enabled revenue cycle management solutions for health systems, including hospitals and affiliated physician groups. They offer end-to-end revenue cycle solutions as well as a comprehensive suite of point solutions...Price workLocal areaRemote work
Ensemble Health Partners
Greenville, SC4 days ago - ...collection of patient co-payments, nominal fees and third-party payments. Responsibilities and DutiesSupports patients in meeting their financial obligations by providing financial information and assistance. Assists patients with inquiries regarding account balances.Educates...Work at officeImmediate start
Contentnea Health
Greenville, SC1 day ago - ...Carolina Greenville, SC 296140001, USA Description Summary: Responsible for guiding students and families through the financial aid process, administering state and military educational assistance programs, and ensuring the accurate processing and delivery...Local area
Bob Jones University
Greenville, SC1 day ago - ...Financial RepresentativeThe 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 recommending and selling the corresponding financial solutions...Work at officeLocal area
Western & Southern Life
Greenville, SC3 days ago $115.92k
...If the answer is yes, consider becoming a professional wealth advisor to drive positive impact in the lives of families every day. At... ...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the...Contract workNew York Life
Greenville, SC1 day ago- Financial Counseling Specialist Provide patient financial counseling to help individuals understand and manage healthcare costs. Deliver pre- and post-service guidance by verifying insurance coverage, explaining benefits, and reviewing available payment options. Key Duties...
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross‑checking work to ensure complete accuracy of information. About you Entrepreneurial...Work at officeLocal area
- ...high-performing, dynamic branch of MassMutual - a world-renowned financial institution with a solid heritage and a forward-thinking... ...to community. The Opportunity We are seeking a Financial Advisor to join our team. Here at MassMutual SC, you will own your book...Full time
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation.QualificationsAre you a fit for this internship...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Greenville, SC3 days ago- ...institutions. Clients have long relied on Beacon Pointe's Wealth Advisors to help determine investment goals, establish asset allocation... ...selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our...
Beacon Pointe
Greenville, SC2 days ago - ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in South Carolina.... ...investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and...Full timeTemporary workPart timeWork experience placementWork at office
The PNC Financial Services Group
Greenville, SC2 days ago - ...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Greenville, SC14 hours ago - ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$18.65 - $19.9 per hour
...Benefits Career Advancement This position pays between $18.65 - $19.90 based on experience The Opportunity: The Financial Counselor (FC) role is responsible for the review of benefits and collection of bedded patient (inpatient, observation or bedded outpatient...Price workEnsemble Health Partners
Greenville, SC6 days ago- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...Operations duties such as generating reports and gathering data, as needed. Complete ongoing product knowledge, digital product knowledge, financial services and sales-oriented training in addition to all required course training to sustain broad base of product, service and...Hourly payFull timeWork experience placementWork at officeMonday to Friday
$43.81k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Full timeFlexible hours- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional...Temporary workWork at officeNight shiftWeekend work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
- Park National Corporation in Greenville, SC seeks an hourly, full-time Personal Banker to deliver outstanding customer experiences and support bank partners. You will act as the customer’s trusted adviser, promoting digital adoption and a broad range of retail banking products...Hourly payFull time
- ...candidates have 5+ years of commercial lending experience with an established book of business or a strong local network, solid credit and financial statement skills, and a bachelor's degree in Finance, Business or a related field. This is a permanent, full-time role with...Permanent employmentFull timeLocal area
gpac
Greenville, SC4 days ago - ...neighborhoods Employees: ~300 employees with competitive benefits and perks Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success Veteran Founded: Founded by 2 US Marine Corps veterans, we...Temporary workH1bWork at officeFlexible hours
Lima One Capital LLC
Greenville, SC4 days ago - ...Corporate! Successful Candidate Attributes: •Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. •Maintains a database of past clients for marketing purposes. •History of closing at least 3-5 units per month....Remote work
Caliver Beach Mortgage, LLC
Greenville, SC4 days ago
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