- HUB International (Greenville, SC)
- …all forms ofpersonal property & casualty insurance business - with an emphasis in the Private Client /High Net Worth space + Maximizing growth and client ... and cross selling available products and services + Generating and pursuing new client opportunities + Develop and deliver formal proposals of insurance program +… more
- Huntington National Bank (Greenville, SC)
- Description Summary: The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington Private Bank responsible for ... developing, delivering, and managing a high-net-worth client 's Wealth Plan. Duties and Responsibilities: + Builds relationships with existing and new clients and… more
- TD Bank (Greenville, SC)
- …for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely ... is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file...Evaluates the impact of current trends and events on Client income tax situations, alerts other internal staff to… more
- World Insurance Associates, LLC. (Anderson, SC)
- …and payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management ... including traditional commercial lines insurance, high net worth / private client , employee benefits, human capital and..."pitch decks" / presentations. Compensation As a World Insurance Client Advisor , your compensation is tied to… more
- First Horizon Bank (Greenville, SC)
- …and make referrals to bank partners, including but not limited to mortgage, wealth, private client , and business banking. + Proactive Client Outreach: ... Sales Leadership: Support a high-performing culture by coaching associates on sales , referrals, products and services as needed. Client experience +… more