9 client advisor jobs at 6 companies in Sumter, SC

2mo
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Travel Advisor
Columbia, South Carolina, United States
$32k-$35k/yr HybridFull Time
Two Sisters Travel
Two Sisters Travel: Boutique travel agency specializing in custom vacation itinerary planning.
Consult with clients to plan travel goals, book itineraries, and meet sales targets.
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
HB Wealth
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
1w
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Beauty Advisor - Flex
Columbia, South Carolina, United States
$17-$19/hr OnsiteFull Time, Part Time
Sephora
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.
1w
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Beauty Advisor - Flex
Columbia, South Carolina, United States
$17-$19/hr OnsiteMultiple Commitments Available
Sephora
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.
3w
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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
HB Wealth
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
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Financial Advisor - Florence, SC - Market 27, Region 207
Florence, South Carolina, United States
$45k-$100k/yr OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Ability to develop client relationships, obtain SIE/Series 7 and Series 66 registrations (FINRA registrations required within three months), state insurance license, bachelor's degree preferred or relevant financial services experience; strong communication and critical thinking.
2w
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Financial Solutions Advisor Registration Candidate - Trenhom Road Financial Center
Columbia, South Carolina, United States
OnsiteFull Time
Bank of America
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.
1mo
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Financial Solutions Advisor Registration Candidate - Dentsville Financial Center (Bi-Lingual Spanish Required)
Columbia, South Carolina, United States
OnsiteFull Time
Bank of America
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.
1w
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Registered Brokerage Service Assistant
Charlotte or Columbia
OnsiteFull Time
First Citizens Bank
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.