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.
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Northwestern Mutual
Greenville, SC1 day ago $61k - $119k
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Greenville, SC1 day ago- ...Job Description Job Description Paul Mitchell The School Greenville is seeking a qualified Financial Aid Advisor to join our family! With over one hundred schools nation-wide, Paul Mitchell Schools is growing faster than ever. Our "One Size Fits All" and "Be Nice" culture...SuggestedWork at office
Paul Mitchell Schools
Greenville, SC6 days ago - ...our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,... ...for all that they do. Purpose of the Job The Principal Financial Advisor serves the financial needs of credit union members utilizing a...SuggestedFull timeTemporary workLocal areaRemote workFlexible hours
Truliant Federal Credit Union
Greenville, SC2 days ago $61k - $119k
Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor (Looking for Career Changers-Training/Licensing Provided) 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Our Upstate...SuggestedFull timeContract workFor contractorsInternship- ...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 of financial aid. PRINCIPAL DUTIES AND RESPONSIBILITIES:...Local area
Bob Jones University
Greenville, SC4 days ago - ...Bob Jones University in Greenville, SC is seeking a Financial Aid Counselor to guide students and families through the aid process, administer state and military benefit programs, and ensure accurate awarding and disbursement of funds. The role emphasizes counseling, compliance...
Bob Jones University
Greenville, SC20 hours ago $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, SC3 days ago- ...Financial Aid Counselor Welcome to Furman University's Career Site! IMPORTANT :Load all documents in the MyExperience area under Resume/CV . This may include yourresume/C.V., cover letter, unofficial transcript, teachingphilosophy, etc. Please wait for all documents to...Full timePart timeWork at officeLocal areaFlexible hours
CIOApplications Europe
Greenville, SC20 hours ago - ...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
$97k - $192k
...Opportunity for advancement Training & development Vision insurance The Mays Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the...Work at officeLocal areaWork from homeFlexible hoursMays Region - Modern Woodmen of America
Greenville, SC3 days ago$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaRemote workFlexible hoursNorthwestern Mutual
Greenville, SC3 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
$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 timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Greenville, SC19 hours 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...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Greenville, SC4 days ago- Greenville, South CarolinaStudents & Grads /Full-Time /HybridWhy GLS?Purpose: Access to affordable, reliable transportation is essential to leading productive work and personal lives, caring well for oneself, one’s family, and the needs of others. Through advanced analytics...Full timeTemporary workCasual workWork at officeImmediate startMonday to Friday
- Inspire health. Serve with compassion. Be the difference.Job SummaryAssists in developing, implementing and administering plans, policies and procedures, techniques, and services ensuring ongoing compliance and security of Prisma Health information resources. Assists with...
- ...Financial Aid Counselor Tigerville Campus - Tigerville, SC 29688 Overview Position Type Full Time Staff Education Level 4 Year Degree Description DEPARTMENT: STUDENT SERVICES Position Summary: The Financial Aid Counselor provides excellent customer service...Full timeWork at office
North Greenville University
Taylors, SC1 day ago $37.62k
...responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing...Full timeFlexible hours- Senior Relationship Banker Position Overview: This position is primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible for the execution of branch leads according to consumer bank standards...Work at officeShift workNight shift
- ...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...Full timeTemporary workH1bWork at officeFlexible hours
Lima One Capital LLC
Greenville, SC1 day ago $250k
Job Title 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...Work at officeHome officePRMG
Greenville, SC1 day ago- ...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, SC1 day ago - ...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...Immediate startAfternoon shift
$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 officeParamount Residential Mortgage Group
Greenville, SC19 hours ago- ...meaningful impact in the community every day. No two days are alike, giving you continuous opportunities to learn and grow in the financial industry. Join our team as a part-time Teller and play a key role in delivering the exceptional service our members count on. In this...Part timeLocal area
Greenville Federal Credit Union
Greenville, SC4 days ago - ...seeking a Part-Time Teller to serve members with accuracy and care. The role focuses on transactions, member service, and cross-selling financial products in a friendly environment. Typical schedule is Monday–Thursday 8:30 am–2:00 pm and Friday 8:30 am–3:00 pm, about 29 hours...Part time
Greenville Federal Credit Union
Greenville, SC3 days ago $75k - $80k
Our client is seeking an Information Security Analyst to help protect and strengthen their enterprise technology environment. This is a hands-on role focused on cybersecurity operations, incident response, vulnerability management, infrastructure security, and cloud security...$55k - $100k
...Financial Services Representative As a Financial Services Representative with Dylan Schaefer State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and...For contractorsWork at office- ...influence stakeholders across commercial, engineering, and operations organizations. Strong analytical, strategic planning, and financial acumen with the ability to translate data into actionable business decisions. Experience managing multi-product portfolios and...Temporary workMonday to Friday
ABB
Greenville, SC2 days ago
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