4d
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Private Wealth Client Associate
Columbia or Newport Beach
$25-$44/hr OnsiteFull Time
Client-service focus supporting Financial Advisors; strong communication, attention to detail, and proficiency with Microsoft Word, Excel, PowerPoint and Salesforce; SIE/Series licenses desirable.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3w
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Client Service Specialist
Lexington, South Carolina, United States
OnsiteFull Time
1+ YOEAssociate degree, 1+ years relevant experience, confidentiality and professionalism, strong interpersonal and written/oral communication, multitasking in fast-paced environment, understanding of a financial advisor practice.
2mo
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Travel Advisor
Columbia, South Carolina, United States
$32k-$35k/yr HybridFull Time
Consult with clients to plan travel goals, book itineraries, and meet sales targets.
2w
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Financial Advisor
Columbia, South Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, ability to obtain Life/Accident & Health, SIE, Series 6, 7, and 63 licenses; client-building and relationship skills; entrepreneurial mindset; legal authorization to work in the US without sponsorship.
1mo
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Wealth Advisor
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
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
4d
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Beauty Advisor - Flex
Columbia, South Carolina, United States
$17-$19/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, product knowledge, ability to lift up to 50 lbs, punctual and reliable; passion for beauty and trends.
4d
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Beauty Advisor - Flex
Columbia, South Carolina, United States
$17-$19/hr OnsiteMultiple Commitments Available
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, availability for nights/weekends/holidays, meet minimum weekly shift requirements.
2w
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Beauty Advisor - Part Time
Columbia, South Carolina, United States
$17-$19/hr OnsitePart Time
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty and trends, ability to lift up to 50 lb, availability for nights, weekends and holidays.
2w
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Beauty Advisor - Part Time
Columbia, South Carolina, United States
$17-$19/hr OnsiteMultiple Commitments Available
Retail or client-facing experience required, strong communication and interpersonal skills, ability to lift up to 50 lbs, passion for beauty and staying on trends, available for nights/weekends/holidays.
1w
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Safety Advisor/Owner's Rep
Aiken, South Carolina, United States
FieldPart Time
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.
2w
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Associate Wealth Advisor
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
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
1w
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Financial Solutions Advisor Registration Candidate - Trenhom Road Financial Center
Columbia, South Carolina, United States
OnsiteFull Time
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.
1mo
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Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Spanish Required)
Columbia, South Carolina, United States
OnsiteFull Time
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.
1mo
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Investment Executive (Financial Advisor) Columbia, SC **EXPANSION MARKET**
Columbia or Chapin
OnsiteFull Time
Prior brokerage experience; Series 7 and 66 (or 63 & 65), variable annuity and state insurance licenses required; motivated by commission sales; ability to coach bankers and build client relationships.
3d
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Branch Office Administrator - Lexington, SC
Lexington, South Carolina, United States
OnsiteFull Time
Provides administrative support to financial advisors, strong client service, attention to detail, computer literacy, and ability to learn financial account processes.
MoneyGuide, Salesforce, Microsoft Office
2d
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Registered Brokerage Service Assistant
Charlotte or Columbia
OnsiteFull Time
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.
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