Licensed Investment Solutions Advisor
Adam Peterson - State Farm Agent
Adam Peterson - State Farm Agent in Greenville, SC seeks a Registered Representative to market financial products and educate customers on their options. You will apply analytical rigor to financial needs analyses, recommend suitable investments, and support clients through ongoing relationship management. The role emphasizes compliance with industry regulations, strong communication, and the ability to build lasting customer relationships in a sales-minded, consultative environment. #J-18808-Ljbffr Adam Peterson - State Farm Agent
- ...Greenville to provide comprehensive financial guidance and customized solutions. You will triage client leads, refer to business partners,... ..., and recommend brokerage products. You will pursue required licenses and training, including SAFE Act considerations for mortgage-...SuggestedWork at office
- ...Associate Relationship Banker for a Chase branch in Greenville, SC. You will welcome clients, leverage digital tools, and tailor banking solutions to meet financial needs while representing the brand with hospitality. The role emphasizes trust, compliance with risk policies,...SuggestedWeekend workAfternoon shift
- ...accurate cash handling and building client relationships. You will discuss financial goals with clients, connect them to banking solutions, and contribute to a seamless client experience. Weekend and extended hours may be required; in-office culture with collaborative...SuggestedWork at officeWeekend work
- ...clients on risk protection, financial security and wealth creation. You will analyze client needs and recommend suitable financial solutions while maintaining ethical practices and client focus. You will travel to prospect, meet clients, and schedule appointments for...Suggested
- ...providing comprehensive advice and customized solutions to clients to help them achieve their... ...with clients to review financial and investment goals and recommend products. Job expectations... ...knowledge by completing required licenses and trainings. This position may be responsible...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$43.81k
...providing appropriate guidance and perspective about Regions' solutions Conducts outbound phone calls using generated customer and... ...This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more...Full timeFlexible hours- ...client relationships. Provides financial solutions that meet client needs based on... ...Microsoft Office ~ Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment... ...protected by law. Truist is a Drug Free Workplace. SunTrust Investment Services, Inc.Temporary workWork at officeNight shiftWeekend work
- ...and well-being. You'll be rewarded for investing in your community, celebrated for being... ...relevant banking products, services, and solutions Drive branch growth by identifying opportunities... ...to coordinate seamless handoffs to licensed bankers or other specialists, ensuring...Work experience placementFlexible hours
- ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...or 66 if required) and Life licenses are required - or must be... ...offers innovative financial solutions to millions of consumers, small... ...today we are a leader in investment banking, consumer and small...Immediate startAfternoon shift
- ...focused banking professional in Travelers Rest, SC to cultivate and sustain client relationships by delivering personalized banking solutions. The role emphasizes needs-based guidance, cross-selling opportunities, and adherence to risk and regulatory standards....
- ...ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty. Drives proactive... ...No Degree Certifications No Required Certification(s) Licenses Candidates being considered for this position will be subject...Full timeTemporary workPart timeWork experience placementWork at office
$43.81k
...providing appropriate guidance and perspective about Regions’ solutions Conducts outbound phone calls using generated customer and prospect... ...position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to for more...Full timeFlexible hours- Regions Financial Corporation in Greenville, SC is hiring a Relationship Banker II to meet customers in person and by phone, assess financial needs, and offer appropriate Regions products and guidance to help achieve their goals. The role emphasizes sales, service, and ...Local area
$115.92k
...becoming a professional wealth advisor to drive positive impact in... ...industry, New York Life will invest in you from the start, training... ...12–18 months on obtaining licensing, earning professional designations... ...email content. Products and solutions Together with its...Contract work$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a... ...client-building and obtaining licenses. Our award-winning training... ...Protection Education Funding Investment & Advisory Services Trust Services Retirement Solutions Business Needs Analysis...Full timeContract workFor contractorsWork at office- ...and selling the corresponding financial solutions. A Financial Representative must educate... ...appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(... ...transportation, maintain a driver's license, and have at least the minimum amount of...Work at officeLocal area
- ...nation’s largest Registered Investment Advisory (RIA) firms, providing... ...on Beacon Pointe's Wealth Advisors to help determine investment... ...to deliver integrated solutions Identify and pursue new business... ...registrations or advisory licenses, or the ability to obtain them...
$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern... ...client-building and obtaining licenses. Our award-winning training... ...· Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs AnalysisNorthwestern...For contractorsWork at office- ...culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and... .... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of...Immediate startAfternoon shift
- ...culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and... .... In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of...Immediate startAfternoon shift
- ...driven individuals to join the Financial Advisor Development Program. You will work one-on-one with clients to tailor financial solutions, building relationships and a career... ...purpose. No finance background is required; licensing is supported along with exam prep and a...Traineeship
- Bankers Life® Financial Advisors help clients live more and worry less through personalized... ...acquire clientele and find financial solutions with help from industry-leading training... ...candidate will have: Active Life & Health licenses and securities licensing or the ability...Work at officeFlexible hours
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals. They should be... ...Services industry, MWA supports obtaining industry licenses! About Us Since 1883, we've been focused on securing futures...Work at officeLocal area
$100k - $140k
...public and non-public entities, required License(s)/Certification(s):Active licensed US... ...Here, you’ll find meaningful work, leaders invested in your success, and opportunities to... ...ability to apply generative and agentic AI solutions to develop work products, improve...Work at office$200k - $250k
...enhancements for BDOAdvantage and other technology solutions, partnering across functions to drive... ...(s)/Certification(s):Active licensed US CPA recognized active International Equivalent... ..., you’ll find meaningful work, leaders invested in your success, and opportunities to...Work at office$1,000 per month
...training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours- Chase is seeking an Associate Banker to welcome clients, open accounts, and educate customers on digital tools. The role emphasizes hospitality, compliance, and building lasting relationships at the branch. You will help clients with everyday banking, use Chase Mobile App...
- GLS in the United States seeks a Business Systems Analyst to gather business requirements from stakeholders, recommend effective solutions, document proposed designs, manage and prioritize projects for timely delivery, and perform quality checks to ensure data accuracy...
- ...company’s success. As a Wealth Advisor in PNC Wealth Management,... ....Job DescriptionConsults on investment and insurance strategies, as... ...creating customized customer solutions.Managing Risk - Assessing... ...Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or...Full timeTemporary workPart timeWork experience placementWork at office
- ...originate loans, deposits, and treasury management products. The role involves assessing client needs, presenting tailored banking solutions, and maintaining strong client relationships while working across internal teams. The successful candidate will source a majority...
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