Client-Focused Financial Advisor (Licensing Path)
Soteria Reinsurance Ltd.
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 and superb interpersonal skills. Fidelity provides a competitive rewards package and training opportunities for career development. #J-18808-Ljbffr Soteria Reinsurance Ltd.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Advisor (Licensing Path) in Greenville, SC vacancy
- ...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
$61k - $119k
...Financial Advisor (Looking for Career Changers-Training/Licensing Provided) Financial Advisor (Looking for Career Changers-Training... ...the opportunity to: Work with clients to develop holistic financial... ...solutions that put their clients on a path to financial success using...SuggestedFull timeContract workFor contractorsInternship$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...where you can help your clients achieve their goals... ...financial planning. On your path to becoming a financial... ...representative focused on client-building and obtaining licenses. Our award-winning training...SuggestedFull timeContract workFor contractorsWork at office$61k - $119k
Becoming a financial advisor at Northwestern Mutual is a unique... ...where you can help your clients achieve their goals through... ...planning. On your path to becoming a financial... ...financial representative focused on client-building and obtaining licenses. Our award-winning...SuggestedFor contractorsWork at office- ...Cofounder & Private Wealth Advisor at Upstate Legacy... ...currently seeking new financial advisors. We specialize... ...solutions for clients, including retirement... ...opportunities Sponsorship for licensing/credentialing (Life, Health... ...helps clients focus on what matters most to...SuggestedFull timeTraineeshipInternship
- ...Financial Advisor - Greenville, SC page is loaded## Financial Advisor - Greenville... ...obtain your state insurance licenses (life, health & variable... ...advice and connect clients to Thrivent products and programs... ...needs of our customers. We focus on their goals and priorities...Local area
$50k
...Join a financial services firm where your contributions are... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...privately-owned, placing the focus on our clients rather than... ...maintain registrations and licenses in good standing. A...Work at officeWork from homeHome officeFlexible hours- ...member of Western & Southern Financial Group, a Fortune 500® company... ...with current and prospective clients in your community to understand... ...Representatives Are Customer-focused Effective Communicators... ...encourage you to Pursue Your Path and apply today! #J-18808-Ljbffr...Full time
- ...MassMutual - a world-renowned financial institution with a solid... ...holistic approach to serving our clients' financial needs and our commitment... ...We are seeking a Financial Advisor to join our team. Here at... ...to-Haves * Health and Life License (preferred but not required)....
- ...GREENVILLE Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk... ...in an ethical and client-focused manner, always selling the right... ..., maintain a driver's license, and have at least the minimum...Work at officeLocal area
- ...related services to meet needs of clients within a designated... ...services. Analyzes customer financial status, credit, and property... ...bondable and have a valid driver's license. ~ Excellent attention to... ...Carolina chartered, community-focused financial institution...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?... ...field is required CPA license, or CFP (Certified Financial...- ...Private Wealth Advisor The Private Wealth Advisor... ...class service to team's clients and continually... ...leadership skills which focus on client service and... ...excellence providing financial guidance in a manner based... ...Certifications, Licenses and Registrations:...Work at officeLocal areaNight shift
- ...Trade Street Wealth Advisors is seeking a motivated and relationship-driven Financial Advisor to join our growing team. We are... ...take an active role in serving clients, building long-term relationships... ...actively pursuing CFP Series 7 License 5+ years of experience in financial...Full timeWork at office
- ...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
- ...operational performance, financial controls, and long-term... ...of this role: we are a client-centric, hands-on... ...state-issued driver’s license and current auto insurance... ...company and our strong focus on integrity and values... ...be the easy or popular path. Cogent Analytics maintains...Full timeFor contractors
- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...driven, resilient, results focused and effective. The Advisor Development... ...7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...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
$250k
...voted one of the best places to work. We focus on the areas that make an Originator successful... ...mortgage loans. Discuss and advise the client of their home loan options. Reviews... ...duties as assigned. Current, valid NMLS license or appointment in good standing. Qualifications...Work at officeHome office- ...Financial Advisor Opportunity 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...
$1,000 per month
...Northwestern Mutual College Financial Representative Internship... ...network to build your business and client base Develop and execute... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...Financial Representative or Advisor role upon graduation. Qualifications...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...the search for a Senior Wealth Advisor to join its Greenville, SC... ...comprehensive planning, values deep client relationships, and is looking... ...resources, and a clear path toward leadership and equity ownership... ...-net-worth clients on complex financial planning and wealth management...Work at office
$1,000 per month
...Overview College Financial Representatives in the internship program... ...network to build your business and client base Develop and execute on a... ...Receive Risk Product State Licensing: Life, Accident, and Health... ...Financial Representative or Advisor role upon graduation....Full timeInternshipLocal areaFlexible hours$250k
...voted one of the best places to work. We focus on the areas that make an Originator successful... ...for mortgage loans. Discuss and advise clients on their home loan options. Review... ...as assigned. Hold a current, valid NMLS license or appointment in good standing. Qualifications...Work at office- ...deepen relationships with your clients. What We’ll Provide Best-In... ...marketing team that’s laser-focused on driving your success. From... .... Company sponsored NMLS licensing. Commitment to learning, development... ...the immense resources of MFA Financial, a publicly traded mortgage...Full timeTemporary workH1bWork at officeFlexible hours
- ## Mortgage Financing Advisor - (Pulte Mortgage)Applylocations: Greenville... ...buyer prospects to provide financial guidance, expertise and... ...Customer Service, Compliance, Focus on Supporting Financial Goals... ...is preferred.**Required Licensing, Registration and/or Certifications...Contract workWork at officeFlexible hoursAfternoon shift
- ...latest banking solutions and cutting‑edge financial technology combined with friendly and... ...retaining meaningful relationships with clients, using your financial knowledge to offer... ...registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed...Immediate startAfternoon shift
- ...a common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and shareholders... ...all backgrounds and career paths - whether shaped by military... ...strong work ethic and intense focus on results, acting in the best...Work at officeFlexible hoursShift workWeekend workDay shift
- ...the lives of our Team Members, Clients, Shareholders, Communities,... ...relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and... ...Loan Originator (MLO) license in good standing with the NMLS...Temporary work
- ...currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...and building long-term relationships with clients. The role partners closely with high-net... ...individuals and families to develop personalized financial strategies and help clients make the...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Advisor (Licensing Path). Be the first to apply!
Related searches
- airport customer experience specialist Greenville, SC
- customer relations associate Greenville, SC
- client service specialist Greenville, SC
- bilingual customer service representative spanish english Greenville, SC
- inside customer service representative Greenville, SC
- customer sales representative Greenville, SC
- customer service officer Greenville, SC
- client solutions specialist Greenville, SC
- overnight customer service representative Greenville, SC
- customer service expert Greenville, SC

