23 client advisor jobs at 12 companies in Saluda, SC
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Employee Benefits Client Advisor
Atlanta or Charleston or Augusta
HybridFull Time
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
5+ YOE5+ years client-facing or business development experience; 2+ years employee benefits experience in an agency/broker setting; life & health license preferred or ability to obtain; CRM, analytics and AI application experience; proven sales track record.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support operational excellence; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's degree or equivalent experience; 5 years of financial services experience or 1 year as a financial client relationship manager; active or obtainable securities and insurance licenses; strong sales and relationship skills.
Microsoft Office, Microsoft Office software products
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail experience, passion for beauty, strong communication, flexible availability for days/nights/weekends/holidays, ability to lift up to 50 lbs and perform physical tasks.
Full-Time Beauty Lead Advisor - Sephora (Rehire/Referral)
Evans, Georgia, United States
$16/hrOnsiteFull Time
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Client-facing retail/service experience, passion for beauty, strong communication, availability for days/nights/weekends/holidays, ability to lift up to 50 lbs, basic math and computer skills, handheld scanner operation.
Financial Solutions Advisor Consumer Investments - Columbia Metro Market
Columbia, South Carolina, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 and 66 or equivalent licenses, 1+ year investment industry experience, and 1+ year financial services or sales experience required. High school diploma/GED and strong client communication skills required.
Charlotte or Columbia or Charleston or Tampa or Tallahassee or Miami or Raleigh or Orlando or Jacksonville
RemoteFull Time
Optiv: Provides cybersecurity consulting, technology integration, and managed security services.
8+ YOEBachelor's degree or equivalent experience, 8+ years in information security, including 3+ years in network security; strong technical, business, presentation, and client advisory skills; cybersecurity certification preferred.
Cisco, Palo Alto, Cloudflare, Zscaler, Wiz, Next-Gen Firewalls, Zero Trust
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.
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.