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 3 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Advisor (Licensing Path) in Greenville, SC vacancy
$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$75k
Hudnall Capital Advisors in Greenville, South Carolina is seeking an experienced financial advisor who excels in providing exceptional service to clients. The ideal candidate will have a successful track... ..., and hold a CPA or CFP license. A competitive compensation package...Suggested$80k - $100k
...dependable Paraplanner to support our financial planning team. The ideal... ...should have a passion for client satisfaction and be highly... ...candidates with Series 65 or similar licensing. Compensation ranges from $80... ...and generous PTO. #J-18808-Ljbffr Advisor Talent SolutionsSuggested- ...Financial Solutions Advisor - Greenville Market Boone, North Carolina;Anderson... ...Growth and delivering for our clients, teammates, communities and... ...by completing required licenses and trainings. This position... ...Branding Customer and Client Focus Oral Communications...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- 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...
- ...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...Full 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
- ...Merrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market Greenville... ...and Wealth Management Client Associates help clients... ..., resilient, results focused and effective. The Advisor... ...(63 & 65 in lieu of 66) licenses Minimum of one year...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating... ...industry, MWA supports obtaining industry licenses! About Us Since 1883, we've been focused on securing futures with financial guidance...Work at officeLocal area
- ...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
- 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...
- 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...
- ...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)....
- 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...
- ...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
- A financial services organization is seeking representatives to deliver personalized investment solutions that help clients achieve their long-term financial goals. Ideal candidates will have an entrepreneurial mindset and be community-oriented. Responsibilities include...
$1,000 per month
...Greenville, South Carolina is seeking College Financial Representatives for an internship... ...intern, you will learn how to prospect clients, develop business strategies, and engage... ...along with support for necessary insurance licensing. #J-18808-Ljbffr Northwestern MutualInternship- A financial services organization in Travelers Rest is seeking candidates to deliver personalized investment solutions. The ideal applicant will work with members to provide information on financial services, engage in community networking, and participate in mentor-led...
- ...service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,... ...The Principal Financial Advisor serves the financial needs... ...of service to existing clients, members, including various... ...Life/Health Insurance License within 90 days of...Full timeTemporary workLocal areaRemote workFlexible hours
- A leading financial institution is seeking a Financial Advisor through the Merrill Advisor Development Program in Greenville, SC.... ...interpersonal skills and the ability to engage clients effectively. Candidates should hold relevant licenses and have at least one year of...
- ...providing an industry leading client service experience both in... ...client relationships. Provides financial solutions that meet client needs... ...products and services with a focus on developing, expanding and... .... Must be SAFE (Mortgage Licensing Act) compliant within 30 days...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- A financial institution in Greenville, SC is seeking a Mortgage Loan Officer to develop residential... ...by building relationships with clients. The ideal candidate will manage client... ...loan origination experience, and an NMLS license. Flexible work arrangements may be available...Flexible hours
- ...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
- Crump Life Insurance Svcs Inc in Greenville, SC, is seeking a motivated individual to provide exceptional client service, perform routine client maintenance, and contribute to meeting sales targets. The ideal candidate should possess strong communication skills and experience...
- 100 Raymond James & Associates, Inc. is looking for a Client Service Associate in Greenville, South Carolina. This role involves providing essential administrative support to Financial Advisors and ensures a high level of service to clients through daily interactions. Candidates...
- Trade Street Wealth Advisors is seeking a motivated and relationship-driven Financial Advisor to join our growing team. We are looking... ...take an active role in serving clients, building long-term... ...actively pursuing CFP Series 7 License 5+ years of experience in financial...Full timeWork at office
$250k
...voted one of the best places to work. We focus on the areas that make an Originator successful... ...loans. Discuss and advise the client of their home loan options. Reviews residential... ...as assigned. Current, valid NMLS license or appointment in good standing....Work at officeHome office- ...marketing team that's laser-focused on driving your success. From... ...Development: Company sponsored NMLS licensing and an engaged Learning &... ...for educating prospects and clients about Lima One's products and... ...the immense resources of MFA Financial, a publicly traded mortgage...Full timeTemporary workH1bWork at officeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...and network to build your business and client base Develop and execute on a business strategy... ...meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life...Full timeInternshipLocal area
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 support representative Greenville, SC
- service person Greenville, SC
- e-commerce customer service representative Greenville, SC
- client engagement specialist Greenville, SC
- warehouse customer service representative Greenville, SC
- food service sales representative Greenville, SC
- customer service officer Greenville, SC
- overnight customer service representative Greenville, SC
- client service representative Greenville, SC

