Certified Financial Planner MBC Talent ConnectionsCertified Financial PlannerCharleston, South Carolina$75,000–$95,000 / yearThe ideal candidate is a client-focused advisor with strong technical knowledge, a producer's mindset, and a passion for helping individuals achieve their financial goals. This full-time, hybrid role offers structured mentorship, hands-on client experience, and a defined path for career advancement.
Financial Planner - RIA Firm Advisor Talent SolutionsFinancial Planner - RIA FirmColumbia, South CarolinaThis position will have the opportunity to lead a team that supports financial advisors with the creation of customized comprehensive financial plans, annual updates, and client-requested financial analysis. Planning areas include but are not limited to financial statement analysis, risk management, benefits, insurance analysis, philanthropic planning, investments, tax, retirement income, along with trust and estate planning.
Financial Advisor Northwestern MutualFinancial AdvisorCharleston, South Carolina$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor United Community BankFinancial AdvisorGreenville, South CarolinaRemoteFull timeAs a Financial Advisor , you'll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
Financial Advisor United Community Banks IncFinancial AdvisorGreenville, SCRemoteAs a Financial Advisor, you''ll provide comprehensive financial planning and investment management services, helping clients achieve their financial dreams. Provide Expert Advice: Guide clients on retirement planning, estate planning, asset allocation, and investment strategies.
Vice President, Financial Planning Director (Southeast Region) Morgan StanleyVice President, Financial Planning Director (Southeast Region)Columbia, South CarolinaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Global Investment Office (GIO) is the investment and research hub within Morgan Stanley Wealth Management, comprising more than 250 analysts, strategists, and planners dedicated to supporting financial advisors and their clients.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorInman, SCAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Financial Advisor MassMutual South CarolinaFinancial AdvisorCharleston, SC$85,000–$150,000 / yearMassMutual South Carolina is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.
Financial Advisor - Greenville, SC MassMutual South CarolinaFinancial Advisor - Greenville, SCGreenville, SC$85,000–$150,000 / yearMassMutual South Carolina is a high-performing, dynamic branch of MassMutual – a world-renowned financial institution with a solid heritage and a forward-thinking approach. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial goals.
Financial Advisor Dividend Assets CapitalFinancial AdvisorRidgeland, SCFull timeDevelop relationships with prospective clients and professional referral sources and contribute to the firm's growth through referrals, networking, community involvement, and other business development activities. This is a relationship-driven role for an advisor who wants to combine investment management, financial planning, and thoughtful client advice with the opportunity to grow lasting relationships and contribute to the continued growth of the firm.
Financial Solutions Advisor Consumer Investments - Coastal Carolinas Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Coastal Carolinas MarketMyrtle Beach, SCBack to search results Financial Solutions Advisor Consumer Investments - Coastal Carolinas Market Myrtle Beach, South Carolina; Pawleys Island, South Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor Consumer Investments - Columbia Metro Market Bank of America CorpFinancial Solutions Advisor Consumer Investments - Columbia Metro MarketColumbia, SCKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Back to search results Financial Solutions Advisor Consumer Investments - Columbia Metro Market Columbia, South Carolina; Columbia, South Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Personal Financial Counselor, PFC - Shaw Afb, SC. Magellan Health ServicesPersonal Financial Counselor, PFC - Shaw Afb, SC.Shaw Air Force Base, SCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Columbia, SC Magellan Health ServicesPersonal Financial Counselor; Columbia, SCColumbia, SCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Greenville, SC Magellan Health ServicesPersonal Financial Counselor; Greenville, SCGreenville, SCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Charleston, SC Magellan Health ServicesPersonal Financial Counselor; Charleston, SCCharleston Air Force Base, SCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, Pfc-South Carolina Magellan Health ServicesPersonal Financial Counselor, Assignment Ready Counselor, Pfc-South CarolinaColumbia, SCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Mcas Beaufort, SC Magellan Health ServicesPersonal Financial Counselor; Mcas Beaufort, SCBeaufort, SCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Mcrd Parris Island, SC Magellan Health ServicesPersonal Financial Counselor; Mcrd Parris Island, SCParris Island, SCServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor PFC; SC Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor PFC; SCCharleston AFB, SCFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.