1mo
Save
Mark Applied
Hide
Private Client Associate - Aiken, SC
Aiken, South Carolina, United States
OnsiteFull Time
High school diploma; customer service and communication skills; proficiency in Microsoft Word, Excel, PowerPoint, Outlook; Series 7/63/65/66 preferred or able to obtain within 12 months; prior office experience preferred; attention to detail and ability to work in a fast-paced environment.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
Save
Mark Applied
Hide
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
Save
Mark Applied
Hide
Account Associate - State Farm Agent Team Member
Augusta, Georgia, United States
OnsiteFull Time
Full-time customer-focused role assisting clients, developing leads, and supporting sales and marketing.
3w
Save
Mark Applied
Hide
Associate Veterinarian
Batesburg-Leesville, South Carolina, United States
OnsiteFull Time
DVM required (or eligible for SC licensure). Provide exams, diagnostics, surgery, preventive care, and client communication in a companion animal practice.