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2 banking advisor jobs at 2 companies in Moncks Corner, SC

3mo
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Senior Wealth Advisor
Charleston, South Carolina, United States
$125k-$175k/yr OnsiteFull Time
Beacon Pointe
Beacon Pointe: Registered investment advisory firm providing customized wealth plans and investment guidance to individuals, families, businesses, and institutions.
5+ YOE5+ years as a financial/wealth advisor, proven client acquisition and asset growth, experience in wirehouse/independent/bank/RIA environments, CFP/CFA preferred, bachelor's degree preferred.
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2mo
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Member Advisor
Moncks Corner, South Carolina, United States
OnsiteFull Time
REV Federal Credit Union
REV Federal Credit Union: Member-owned, not-for-profit credit union serving consumers and businesses with banking, lending, mortgage, investment, and insurance services.
1+ YOEHigh school diploma or equivalent; minimum 1 year banking or customer-facing financial services experience; accuracy with transactions; knowledge of account opening and servicing; compliance with BSA/OFAC; strong communication and digital tool proficiency.
PC Banking, Bill Payment systems
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