Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Paraplanner In-Office Financial Planning & Client Care

$80k - $100k

JEHM Wealth & Retirement

JEHM Wealth & Retirement, located in Simpsonville, SC, is seeking a Paraplanner to support our financial planning team. The role involves preparing financial plans, conducting research, and maintaining client interactions while ensuring top-notch customer service. The ideal candidate will have at least 5 years of experience in the financial industry, possess a Series 65 license, and demonstrate excellent organizational and communication skills. We offer a salary between $80,000 and $100,000 annually, along with comprehensive health coverage and generous PTO. #J-18808-Ljbffr JEHM Wealth & Retirement

Vacancy posted 22 hours ago
Similar jobs that could be interesting for youBased on the Paraplanner In-Office Financial Planning & Client Care in Simpsonville, SC vacancy
  • $80k - $100k

     ...in supporting a successful financial planning team? JEHM Wealth & Retirement...  ...dependable, detail-oriented Paraplanner to join our financial...  ...while delivering exceptional client service. The ideal candidate...  ...software and the Microsoft Office Suite Excellent organizational... 
    Work at office
    Monday to Friday
    Flexible hours

    JEHM Wealth & Retirement

    Simpsonville, SC
    22 hours 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... 
    Suggested

    New Planner Recruiting LLC

    Greenville, SC
    5 days ago
  • MassMutual South Carolina is seeking a Financial Advisor to enhance client relationships and provide personalized investment solutions. In this role, you will own a book of business, attract new clients, and help them work towards their long-term financial goals. With a... 
    Suggested

    MassMutual South Carolina

    Greenville, SC
    3 days ago
  • $75k

    WizeHire, Inc is looking for an experienced financial advisor in Greenville, SC. The successful candidate should have a proven track record in financial planning and provide excellent service to help clients achieve their financial goals. Responsibilities include assisting... 
    Suggested

    WizeHire, Inc

    Greenville, SC
    22 hours ago
  • 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...  ...health insurance and a retirement plan. Ideal candidates may include veterans,... 
    Suggested

    The Western and Southern Life Insurance Company

    Greenville, SC
    3 days ago
  • TD is seeking a Personal Financial Advisor in Greenville, South Carolina. This role involves attracting and retaining clients while providing personalized investment and insurance solutions to address their wealth management needs. The advisor will analyze client financials... 
    Remote job

    TD

    Greenville, SC
    5 days ago
  •  ...candidate will have a team-player and client first mindset. Responsibilities...  ...retirement accounts, including 401(k) plans, and develop tailored financial recommendations Guide clients through...  ...client experience and support broader office initiatives Qualifications 3 – 5... 
    Work at office

    Find Great People | FGP

    Greenville, SC
    2 days ago
  • 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... 

    Raymond James Financial, Inc.

    Greenville, SC
    4 days ago
  •  ...Greenville, SC, is seeking a motivated individual to provide exceptional client service, perform routine client maintenance, and contribute to...  .... Benefits include medical, dental, vision insurance, a 401k plan, and paid vacation days. Join us at Truist, where your... 

    Crump Life Insurance Svcs Inc

    Greenville, SC
    1 day ago
  • JPMorganChase in Greenville, Delaware is looking for a Relationship Banker who will enhance client experiences and develop strong relationships. The ideal candidate will leverage financial knowledge and banking technology to support clients' financial needs, ensuring a... 

    JPMorganChase

    Greenville, SC
    2 days ago
  •  ...America is hiring for a role in Greenville, SC, focused on engaging clients in the lobby and assisting with transactions through self-...  ...online banking. The ideal candidate will help clients meet their financial goals while building relationships and managing transactions... 

    Bank of America

    Greenville, SC
    2 days ago
  •  ...dedicated professional to deliver exceptional client service and build strong client...  ...and phone interactions to provide tailored financial solutions, support sales targets, and perform...  ...benefits, including medical, dental, and retirement plans. #J-18808-Ljbffr Truist

    Truist

    Greenville, SC
    3 days ago
  • JPMorganChase in Greenville, Delaware, is seeking an Associate Relationship Banker to welcome clients, provide thoughtful financial solutions, and represent our brand with hospitality. In this role you will expand relationships at the branch, learn Chase products, assist... 

    JPMorganChase

    Greenville, SC
    22 hours ago
  • JPMorgan Chase & Co. seeks an Associate Relationship Banker in Greenville, SC. This role focuses on delivering exceptional client experiences and providing tailored banking solutions. The ideal candidate has at least a year of sales experience, excels in communication,... 
    Afternoon shift

    JPMorgan Chase & Co.

    Greenville, SC
    3 days ago
  • JPMorgan Chase in Greenville, South Carolina seeks a client-oriented associate to provide exceptional service and support to branch clients...  ...at least one year of sales experience in Retail Banking or Financial Services, along with excellent communication skills. The... 

    JPMorgan Chase

    Greenville, SC
    5 days ago
  •  ...with hospitality while utilizing cutting-edge banking technology. Your responsibilities will include managing client relationships, offering tailored financial solutions, and educating clients about available financial tools. The ideal candidate will have at least one year... 
    Afternoon shift

    JPMorgan Chase & Co.

    Greenville, SC
    22 hours ago
  •  ...provides world-class service to team's clients and continually strives to...  ...with excellence providing financial guidance in a manner based on the financial planning philosophy and biblical principles...  ...skills with proficiency in Microsoft Office. Comfortable working in a... 
    Work at office
    Local area
    Night shift

    Blue Trust

    Greenville, SC
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming...  ...where you can help your clients achieve their goals through financial planning. On your path to...  ...and goals like opening an office, joining a sophisticated...  ...Northwestern Long Term Care Insurance Company (NLTC)... 
    Work at office
    Full time
    Contract work
    For contractors

    Northwestern Mutual

    Greenville, SC
    2 days ago
  •  ...Financial Solutions Advisor - Greenville Market Boone, North Carolina...  ...Growth and delivering for our clients, teammates, communities and...  ...America is committed to an in-office culture with specific requirements...  ...goals, building a financial plan, and recommending brokerage... 
    Work at office
    Temporary work
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Greenville, SC
    2 days ago
  • TD Bank is looking for a Financial Advisor Support Specialist II in Greenville, SC. This role provides essential administrative and service support to Financial Advisors, focusing on client interaction and retention. The ideal candidate will help ensure a positive client... 

    TD Bank

    Greenville, SC
    5 days ago
  • $50k

     ...our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center....  ...create, monitor, and adjust the branch business plan to increase branch effectiveness and... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Greenville, SC
    4 days ago
  •  ...Pinnacle Financial Advisor Position At Pinnacle, our goal is to...  ...who demonstrate a passion for client service. People who understand...  ...management of overall financial planning. Manage small investment...  ...~ Proficient in Microsoft Office (Word, Excel, and PowerPoint)... 
    Work at office

    Pinnacle Bank

    Greenville, SC
    3 days ago
  • Western & Southern Financial Group is hiring a Financial Representative...  ...The role involves educating clients about financial solutions,...  ...include developing marketing plans and securing client appointments...  ...and working in various office settings. #J-18808-Ljbffr Western... 
    Work at office

    Western & Southern Financial Group

    Greenville, SC
    3 days ago
  • 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... 

    Fwainvest

    Greenville, SC
    1 day ago
  •  ...Advisor Development Program - Financial Advisor: Columbia, SC Merrill...  ...wealth management, including planning for retirement, education,...  ...Advisors and Wealth Management Client Associates help clients pursue...  ...is committed to an in-office culture with specific requirements... 
    Work at office
    Interim role
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Greenville, SC
    3 days ago
  • 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... 

    Soteria Reinsurance Ltd.

    Greenville, SC
    22 hours ago
  • Fidelity Investments is looking for a Financial Representative in Greenville, South Carolina. In this role, you will engage with clients, providing them with top-notch service and support. Your attention to detail and organizational skills will help deepen client relationships... 

    Fidelity Investments

    Greenville, SC
    2 days ago
  •  ...their team in Greenville, SC. The ideal candidate should have a client-first mindset and be able to conduct thorough reviews of client...  ...package based on experience and licensure, tailored to support individual financial strategies. #J-18808-Ljbffr Find Great People | FGP

    Find Great People | FGP

    Greenville, SC
    4 days ago
  • $64.2k - $116.4k

     ...fast-changing world, our clients’ needs are increasingly...  ...timely and insightful financial and operational...  ...account decisions, annual planning, financial performance...  ...not limited to Microsoft Office (Excel, PowerPoint), SharePoint...  ..., Personal/Family Care, and other leaves of absence... 
    Work at office
    Contract work
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Greenville, SC
    1 day ago
  • Huntington National Bank is hiring a Financial Relationship Banker in Greenville, SC. This...  ...environment, empowering team members to help clients achieve financial goals....  ...degree. The position offers a blend of in-office and potential flexible work arrangements... 
    Work at office
    Flexible hours

    Huntington National Bank

    Greenville, SC
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Paraplanner In-Office Financial Planning & Client Care. Be the first to apply!