24 client advisor jobs at 12 companies in Union, SC
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Client Advisor
Irmo, South Carolina, United States
OnsiteFull Time
Steve Padgett's Honda of Lake Murray: Automotive dealership retailing new and used Honda vehicles.
Prefer prior sales experience, valid driver’s license and clean driving record, strong communication and interpersonal skills, professional appearance, ability to conduct test drives and complete sales documentation.
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Remote advisor role guiding and educating interested clients; no cold outreach; suited for competitive self-starters open to coaching; interviews via Zoom.
Hudnall Capital Advisors: Provides personalized wealth management, retirement planning, and financial strategies.
0+ YOEEntry-level financial advisor with strong client service, communication, and numerical skills; experience with MS Office, Google Suite, CRM, and financial planning software; bachelor’s in business or finance; CPA or CFP with FINRA licenses preferred.
MS Office, Google Workspace, CRM, Financial planning software
LPL FinancialNASDAQ: LPLA: Provides wealth management and brokerage services to financial advisors.
5+ Mgmt5+ years leading teams, Series 99 required (obtain within 90 days if not held), experience with workforce management and advisor support, Excel and reporting skills, strong leadership and organizational abilities.
Microsoft Excel, Oracle, Salesforce, Client Works, BETA, Varicent, Microsoft Office, Tableau
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-focused experience, excellent communication, ability to lift up to 50 lbs, availability for nights, weekends and holidays, punctual and reliable.
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
Retail or client-facing experience, strong communication and interpersonal skills, product knowledge, ability to meet sales goals, availability for nights/weekends/holidays, and able to lift up to 50 lbs.
Kohl'sNYSE: KSS: Kohl's is an American omnichannel department store retailer.
Client-facing retail/service experience, passion for beauty, strong communication, ability to lift up to 50 lbs, complete company training, flexible availability including weekends and holidays.
Edward Jones: Offers investment management and financial planning through local branches.
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.
Kohl'sNYSE: KSS: Department store retailer selling clothing, home goods, and accessories.
Passion for beauty, client-facing retail/service experience, strong communication, flexible availability (days/nights/weekends/holidays), ability to lift up to 50 lbs and stand up to 8 hours, basic math and computer skills.
Outside Sales Consultant / Business Performance Advisor
Greenville, South Carolina, United States
$91k-$106k/yrFieldFull Time
InsperityNew York Stock Exchange: NSP: Provides human resources and business performance solutions to businesses.
Consultative salesperson to identify and engage small and midsized businesses, present HR solutions, meet sales goals, and manage new client onboarding.
Fifth Third BankNASDAQ: FITB: Provides retail, commercial, and wealth management financial services.
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.