- 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)
- … Advisor is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions [principally ... for a multi-state geography. As the senior most lending sales officer, the Senior Wealth Lending Advisor ...Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains… 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
- Huntington National Bank (Spartanburg, SC)
- …long-lasting relationships with both existing and new clients to become Financial Advisor Senior. Our Financial Advisors partner closely with branch staff to uncover ... client needs and offer most appropriate financial solutions for...appropriate solutions as needed. + Provide ongoing training and sales support to assigned branches to deliver a great… 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