- Truliant Federal Credit Union (Greenville, SC)
- …benefits (including mail order)Paid holidays and Paid Time Off (PTO)401(k) plan with contribution matching Retirement /pension planPaid community involvement ... all that they do. Purpose of the JobThe Financial Advisor serves the financial advisory needs of credit union...defined by the Minimum Production Guidelines (MPGs) and incentive plan .Meets or exceeds the minimum stated expectations as defined… more
- HUB International (Greenville, SC)
- …**REQUIREMENTS:** + Bachelor's degree preferred. + 7-10 years' experience in qualified plan retirement investment industry. + Must have maintained a Series ... employee education and enrollment process while making sure employee retirement readiness and plan outcomes remain the ultimate goal. + Focus on business… more
- Atria Wealth Solutions (Greenville, SC)
- …benefits (including mail order) + Paid holidays and Paid Time Off (PTO) + 401(k) plan with contribution matching + Retirement /pension plan + Paid community ... (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC...defined by the Minimum Production Guidelines (MPGs) and incentive plan . + Meets or exceeds the minimum stated expectations… more
- Edward Jones (Greenville, SC)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business… more
- H&R Block (Greenville, SC)
- …eligible associate well-being programs including mental health support and coaching + **401k Retirement ** Savings Plan and Employee Stock Purchase Plan + ... **499052BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we...and have committed to a long-term strategy and transformation plan known as Block Horizons 2025. Our end goal… more
- JPMorgan Chase (Greenville, SC)
- …comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan , backup childcare, tuition reimbursement, mental health ... to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- EssilorLuxottica (Spartanburg, SC)
- LensCrafters - EyeCare Advisor Date: Apr 28, 2024 Brand: LensCrafters Location: Spartanburg, SC, US, 29301 At LensCrafters, we're passionate about bringing people ... care for over 35 years. **GENERAL FUNCTION** The EyeCare Advisor creates exceptional value in the lives of our...may also be offered a competitive bonus and/or commission plan , which complements a first-class total rewards package. Benefits… more
- TD Bank (Greenville, SC)
- …generally manages a team greater than 5 Audit professionals/specialists + Strategic advisor to leadership team on the management of the portfolio and financials, ... using computer applications including MS Office + Advanced ability to lead, plan , implement and evaluate program/project activities to ensure completion of audit +… more
- TD Bank (Greenville, SC)
- …as required + Contributes to completion of the annual RAP and Annual Audit Plan for assigned area(s) + Key member in Centers of Excellence + Participates in ... conducting audits + Consults assigned lines of business (trusted advisor ) + May manage a team of professional resources...equity incentive awards, generally through participation in an incentive plan ) and several other key plans such as health… more
- TD Bank (Greenville, SC)
- …with the business while conducting audits + Consult assigned lines of business (trusted advisor ) for audit + Deliver CSI and follow up as appropriate + Strong ... equity incentive awards, generally through participation in an incentive plan ) and several other key plans such as health...plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex… more
- Cherry Bekaert (Greenville, SC)
- …the utilization of resources, ensuring alignment of resources with the strategic plan , analyzing operational results, and promoting the development of staff for the ... staff experience is diverse. Serve as a trusted business advisor for service leads. + Generate scheduling, utilization and...care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that… more
- Cherry Bekaert (Greenville, SC)
- …to flow through entities and their related owners in a variety of industries. + Plan to minimize the tax costs incurred by employers and mitigate the effects of ... services to prospective and existing clients (through the development of "trusted advisor " status with clients served). + Manage a network of decision makers… more
