- TD Bank (Greenville, SC)
- …you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of ... support for the Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and provides consistent… more
- Truist (Simpsonville, SC)
- …(CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor CTFA(R), Chartered Life Underwriter CLU(R), CRPC(R) - Chartered ... financial planning analysis. Proactively work with the financial advisor on assigned investment accounts for...limited to, the delivery of excellent client service behaviors, support of the Truist segmentation models, full use of… more
- World Insurance Associates, LLC. (Anderson, SC)
- …personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid ... staff to coordinate placement activities on new and renewal business in support of business retention and production goals. Be knowledgeable of applicable coverages,… more
- GE Aerospace (Greenville, SC)
- …lead employment tax strategy and compliance, deliver operational excellence, partner with specialist third parties and represent the company in policy and regulatory ... authorities, and address post-filing notice inquiries. + Act as a trusted advisor to internal stakeholders, including Boards of Directors, senior leadership, and… more