11 client advisor jobs at 7 companies in Cayce, SC
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Financial Advisor
Columbia, South Carolina, United States
$61k-$250k/yrOnsiteFull Time
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, ability to build client relationships, obtain Life/Accident & Health, SIE, Series 6,7,63 licenses, entrepreneurial drive, and legal authorization to work in the US without sponsorship.
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth: Fiduciary wealth management and family office services for private clients.
7+ YOE3+ MgmtBachelor's degree and CFP and/or CFA required; 7+ years industry experience with 3+ years leading client relationships; advanced financial planning knowledge, strong communication, presentation, time management, and Microsoft Office proficiency; ability to pass background/credit check.
Microsoft Office Suite, CRM, financial planning software, Portfolio reporting software
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication, product knowledge, ability to lift up to 50 lbs, punctual and reliable; passion for beauty and trends.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly shift requirements.
Safety Management Group: Provides workplace safety consulting, training, and program management services.
5+ YOE5+ years construction safety experience, bachelor's in safety preferred, CSP/CHST or BCSP certifications a plus, safety program development and leadership, technical construction knowledge, client engagement skills.
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth: Fiduciary wealth management and family office services for private clients.
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software
Financial Solutions Advisor Registration Candidate - Trenhom Road Financial Center
Columbia, South Carolina, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain SIE, Series 7 and 66 (63/65 accepted), SAFE Act registration for mortgage origination; high school diploma/GED; aptitude for licensing; client relationship and sales experience; strong communication and time management.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain SIE, Series 7 and Series 66 (or 63 & 65) within required timeframes; aptitude for licensing; strong client relationship, time-management, communication, and sales skills.
Edward Jones: Offers investment management and financial planning through local branches.
Provides administrative support to financial advisors, strong client service, attention to detail, computer literacy, and ability to learn financial account processes.
Edward Jones: Offers investment management and financial planning through local branches.
Client-service focused administrative support for financial advisors; strong computer literacy, attention to detail, communication, and ability to learn MoneyGuide, Salesforce, and Microsoft Office.
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
0+ YOEBachelor's or HS+2yrs in financial services; must obtain Series 7, Series 63 and 65 or 66 and state life/health/long term care insurance licenses within 180 days; experience in brokerage operations supporting clients and advisors.