13 client advisor jobs at 9 companies in Pendleton, SC
1mo
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Work From Home - Client Benefits Advisor
Simpsonville, South Carolina, United States
RemoteFull Time
Remote advisor role guiding and educating interested clients; no cold outreach; suited for competitive self-starters open to coaching; interviews via Zoom.
Zoom
1w
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Registered Client Service Associate-Greenville, SC
Greenville, South Carolina, United States
OnsiteFull Time
6+ YOEProvide high-touch administrative support to financial advisors, service client inquiries, onboard and maintain client accounts, process transfers, prepare reports; SIE and securities licenses required.
Client Relationship Management (CRM), Microsoft Excel
6d
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Brokerage Client Service Associate - Taylors, SC
Taylors, South Carolina, United States
OnsiteFull Time
Support financial advisors with client servicing, trade processing, paperwork, and operational tasks. Requires bachelor's degree or equivalent, securities registrations (SIE, Series 7, Series 66), strong phone and computer skills.
SalesForce, Microsoft Office
2d
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Financial Advisor
Greenville, South Carolina, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, entrepreneurial ambition, strong communication, critical thinking, time management, motivation, and legal US work authorization without sponsorship.
planning software
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
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Beauty Advisor - Flex
Greenville, South Carolina, United States
$17-$19/hr OnsiteFull Time, Part Time
Previous retail or client-focused experience, strong communication and interpersonal skills, ability to lift up to 50 lbs, availability for nights, weekends, and holidays, and meeting minimum weekly shift/hours.
1mo
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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
2mo
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Part-Time Beauty Advisor - Sephora
Spartanburg, South Carolina, United States
$13/hr OnsitePart Time
Passion for beauty, client-facing retail/service experience, excellent communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs, basic computer and math skills.
handheld scanners, multiple frequency devices
1d
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Associate Financial Advisor - Anderson, SC
Anderson, South Carolina, United States
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication skills; willingness to obtain Series 7, Series 66, and state insurance licenses within three months.
MoneyGuide, Salesforce
2w
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Associate Financial Advisor - Inman, SC
Inman, South Carolina, United States
OnsiteFull Time
3+ YOERequires Series 7 and Series 66 (or willingness to obtain), state insurance licenses, high school diploma (BA preferred), 3+ years securities experience preferred, strong client relationship and regulatory knowledge.
2w
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Outside Sales Consultant / Business Performance Advisor
Greenville, South Carolina, United States
$91k-$106k/yr FieldFull Time
Consultative salesperson to identify and engage small and midsized businesses, present HR solutions, meet sales goals, and manage new client onboarding.
1w
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Branch Office Administrator - Westminster, SC
Westminster, South Carolina, United States
OnsiteFull Time
Provide administrative support to financial advisors, manage client accounts, deliver exceptional client service, use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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Branch Office Administrator - Franklin, NC
Franklin, North Carolina, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account tasks, use MoneyGuide/Salesforce/Microsoft Office, and apply analytical and attention-to-detail skills.
MoneyGuide, Salesforce, Microsoft Office