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.Pay Range USD $0.00 - USD $0.00 /Yr.
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming 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...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Greenville, SC3 days ago- ...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... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...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"...SuggestedWork at office
Paul Mitchell Schools
Greenville, SC12 days ago $65k - $85k
...Job Description Job Description Job Summary A growing financial services team in Greenville, SC is seeking a motivated Junior Financial Advisor for a full-time, direct hire opportunity. This role is ideal for a career-minded professional with 3 to 5 years of experience...SuggestedFull timeTemporary workMonday to FridayAppleOne
Greenville, SC9 days 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...SuggestedPrice workEnsemble Health Partners
Greenville, SC2 days ago- ...RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and...Temporary workPart timeWork at office
First Horizon Bank
Greenville, SC17 days ago - Ensemble Health Partners seeks a Financial Counselor to support patients in understanding and managing their healthcare financial responsibilities. In this role, you’ll conduct financial screenings, explain insurance coverage, estimate out-of-pocket costs, and set up payment...
Ensemble Health Partners
Greenville, SC9 days ago - ...Position 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...Full timeLocal area
Bob Jones University
Greenville, SC9 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, SC1 day 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, SC2 days ago- $250M AUM, INDEPENDENT, GROWING BOUTIQUE Interested? Click HERE for more information. Our client is an independent financial planning firm where comprehensive financial planning is the foundation of the client experience. They work collaboratively with clients to...
New Planner Recruiting LLC
Greenville, SC1 day 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
- ...services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports...Temporary workWork experience placementImmediate start
Wells Fargo
Greenville, SC3 days ago $43.81k - $52.4k
...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...Regions Bank
Greenville, SC4 days ago- Fnb Online in Greenville, SC is seeking a Senior Relationship Banker to execute consumer banking tasks, promoting sales and providing excellent customer service. The incumbent will handle transaction requests and maintain customer relationships according to standards. ...
Fnb Online
Greenville, SC3 days 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, SC3 days ago$75k
...Strategy & Finance Practice of Forvis Mazars Healthcare Consulting provides creative solutions to some of the most complex strategic and financial challenges facing providers, payers, and employers in today's transformative healthcare environment. Our core service offerings...Hourly payContract workSummer workInternshipWork at officeFlexible hoursShift workForvis Mazars
Greenville, SC1 day ago- 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...
- ...Roving Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe...Work experience placementFlexible hours
$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$250k
OverviewPRMG 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 Originator...Work at officeHome officePRMG
Greenville, SC1 day ago- ...offers a dynamic work environment where no two days are the same, providing you with the chance to continuously learn and grow in the financial industry. If you are passionate about customer service and eager to kickstart your career in banking, this role is perfect for...Part timeLocal area
Greenville Federal Credit Union
Greenville, SC2 days ago - ...revitalize neighborhoodsEmployees: ~300 employees with competitive benefits and perksStability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven successVeteran Founded: Founded by 2 US Marine Corps veterans, we proudly...Temporary workH1bWork at officeFlexible hours
Lima One Capital LLC
Greenville, SC4 days ago $17 per hour
...Highlights Member-Focused Role: Provide exceptional and efficient service to members who prefer a personal touch, ensuring their financial needs are met. Incentive Plan Be rewarded for your successes with a competitive monthly incentive plan. Employee-centric CPM Federal...Hourly payCPM Fed
Greenville, SC2 days ago$70k - $100k
...home sales consultations through lead generating and prospecting activities using company provided tools. As a Construction Security Advisor, you will lead our mission to make every day safer for our community by working directly with customers to identify and meet their...Base plus commissionTemporary workFor contractors$85k - $120k
...property, and workers’ comp claims, ensuring fair resolutions and strong regulatory relationships. Control Budgets & Reporting: Handle financial planning for the Risk Fund, approve spending, and deliver clear reports to leadership. Champion Accessibility: Ensure ADA...Full timeGodshall Recruiting
Greenville, SC22 hours ago- ...campus recruiting and entry-level process for position offers being made for December 2026 or May 2027***What does it mean to be a Financial Planning Specialist at GLS?As a Financial Planning Specialist, you will support several functions that contribute to the overall...Full timeTemporary workCasual workImmediate startMonday to Friday
- ...loan and deposit customers or prospects to subject matter experts 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 sales...Hourly payPart timeWork experience placementWork at officeLocal areaMonday to Friday
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