- Edward Jones (Greer, SC)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Edward Jones (Spartanburg, SC)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Raymond James Financial, Inc. (Greenville, SC)
- …Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an ... Responsibilities** + Become trained and skilled to effectively and efficiently perform the Financial Advisor role: + If hired as a team candidate, the team will… more
- Thrivent Financial (Greenville, SC)
- …you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding ... looking for a career change, you could be a successful Thrivent Financial advisor if you're: + Self-disciplined, independent and driven to succeed. + Motivated… more
- TD Bank (Greenville, SC)
- …specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Support Specialist acts as a point of client contact ... for the Financial Advisors (FAs) and their clients. The Financial Advisor Support Specialist supports the FA team and provides consistent and accurate… more
- TD Bank (Greenville, SC)
- …details for this role. **Line of Business:** TD Wealth **Job Description:** The Personal Financial Advisor (PFA) I works from a centralized hub with clients in ... PFA I meets remotely with prospects and clients to understand their long-term financial goals, objectives and risk tolerance by analyzing their financial … more
- Huntington National Bank (Spartanburg, SC)
- …drive to build long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with ... Description Summary: The Huntington Financial Advisors group seeks professionals with the passion...staff to uncover client needs and offer most appropriate financial solutions for their short-term and long-term goals.Duties &… more
- Bank of America (Greenville, SC)
- Financial Solutions Advisor Stage II - Consumer Investments - Greenville Market Asheville, North Carolina;Asheville, North Carolina; Greenville, South Carolina; ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- JPMorgan Chase (Spartanburg, SC)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive … more
- Edward Jones (Greer, SC)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on ... their problems - you see them coming a mile away. You and your financial advisor are essential in working together to help your clients achieve their most… more
- Raymond James Financial, Inc. (Greenville, SC)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... of Financial Advisor expenses. + Creates reports to build more practice efficiencies, identify key practice performance metrics, + and helps implement processes… more
- Truist (Greenville, SC)
- …JOB SUMMARY Direct and execute all marketing and direct sales activities for a Financial Advisor team with a goal of increasing client retention to sustain ... and grow revenue. Provide leadership to the Financial Advisor team and contribute to the short- and long term strategic planning and overall training of the… more
- TD Bank (Greenville, SC)
- …**Line of Business:** TD Wealth **Job Description:** The Senior Wealth Lending Advisor is responsible for business development and relationship management on behalf ... of TD Bank with regards to Registered Investment Advisor firms [RIAs], independent advisors and end consumers within...MBA or advanced degree preferred + 10 + years financial services experience in a production capacity (ie track… more
- TD Bank (Greenville, SC)
- …Wealth **Job Description:** The Private Client Service (PCS) Senior Income Tax Advisor is responsible for the timely and effective tax compliance, relationship ... ensure appropriate planning is conducted and completed. The PCS Senior Income Tax Advisor provides direction on daily work flow and file activity to full-time Tax… more
- Truist (Greenville, SC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...* Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive… more
- JPMorgan Chase (Greenville, SC)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- TD Bank (Greenville, SC)
- …group based on their respective strategy and business requirements. The Compensation Advisor II will manage the day-to-day relationship with our various partners and ... managing the communication requirements + May provide guidance to Compensation Advisor I positions **Education & Experience:** + Undergraduate Degree or equivalent… more
- PulteGroup (Greenville, SC)
- …** Monthly Auto Allowance offered ** Job Summary The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with ... Operations team.Primary Job Responsibilities + Meet with buyer prospects to provide financial guidance, expertise and preapproval services. + Sell the value of Pulte… 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, ... Bachelor's Degree + At least 10 years of wealth management/ financial advisory/sales/relationship management experience in banking, investment management, or… 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, ... the divisional annual plan + Acts as lead audit advisor to management and respective teams for area of...work. + Strong Knowledge of IT Systems (Operating/Cloud) + AML/ Financial Crimes experience is a plus **Physical Requirements:** Never:… more