NewBusiness Banking Relationship Manager II First Horizon BankBusiness Banking Relationship Manager IICOLUMBIA, SCDevelop new customer prospects and business with business banking clients, with the potential to manage and maintain a portfolio of business banking clients (revenue size: $5MM – $30MM). Manage and grow a portfolio of high-value clients by deepening existing relationships and acquiring new ones through proactive outreach and client-focused solutions.
Financial Advisor - Grow Financial Federal Credit Union LPL Financial ServicesFinancial Advisor - Grow Financial Federal Credit UnionColumbia, SC$50,000–$110,000 / yearThis employment opportunity at Grow Financial Federal Credit Union in Charleston, SC would allow you to join the Investment Program at Grow Financial Federal Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Grow Financial Federal Credit Union for financial solutions.
NewFinancial Advisor Northwestern MutualFinancial AdvisorColumbia, 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 Edward D Jones & Co LPFinancial AdvisorCayce, SC$45,000–$100,000 / yearBenefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Advisor - Columbia, SC Thrivent Financial for LutheransFinancial Advisor - Columbia, SCColumbia, SCThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Advisor - Palmetto Citizens FCU - Columbia, SC LPL Financial ServicesFinancial Advisor - Palmetto Citizens FCU - Columbia, SCColumbia, SC$45,000–$60,000 / yearThis employment opportunity at TruStage located at Palmetto Citizens FCU in Columbia, SC would allow you to join Palmetto Citizens FCU as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Palmetto Citizens FCU supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor - Palmetto Citizens FCU - Columbia, SC LPL FinancialFinancial Advisor - Palmetto Citizens FCU - Columbia, SCColumbia, South Carolina$45,000–$60,000 / yearThis employment opportunity at TruStage located at Palmetto Citizens FCU in Columbia, SC would allow you to join Palmetto Citizens FCU as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at Palmetto Citizens FCU supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Financial Advisor - Queensborough National Bank & Trust LPL Financial ServicesFinancial Advisor - Queensborough National Bank & TrustColumbia, SCThis employment opportunity at Queensborough National Bank & Trust in Columbia, SC would allow you to join the Investment Program at Queensborough National Bank & Trust as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Queensborough National Bank & Trust for financial solutions.
Financial Advisor - Queensborough National Bank & Trust LPL FinancialFinancial Advisor - Queensborough National Bank & TrustColumbia, South CarolinaThis employment opportunity at Queensborough National Bank & Trust in Columbia, SC would allow you to join the Investment Program at Queensborough National Bank & Trust as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Queensborough National Bank & Trust for financial solutions.
Investment Executive (Financial Advisor) Columbia, SC **Expansion Market** Fifth Third BankInvestment Executive (Financial Advisor) Columbia, SC **Expansion Market**Columbia, SCConduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Investment Executive (Financial Advisor) Columbia, SC **EXPANSION MARKET** Fifth Third BankInvestment Executive (Financial Advisor) Columbia, SC **EXPANSION MARKET**Columbia, South CarolinaInvestment Executive (Financial Advisor) Columbia, SC **EXPANSION MARKET** At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Financial Planning & Investment Advisor Marsh McLennanFinancial Planning & Investment AdvisorColumbia, South CarolinaWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
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.
Financial Assistance Advisor ECPI UniversityFinancial Assistance AdvisorColumbia, SCAnalyzes system generated reports such as grades and enrollment status or award status to verify continued compliance and eligibility of students receiving aid under federal and institutional guidelines; notify students of changes in eligibility of awards and alternatives to amend the situation. Advises students about methods to pay for their education, financial aid eligibility, application procedures, financial assistance programs, costs, indebtedness, money management and financial planning; individualizes information to the particular needs and situation of the student.
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.
Vice President, Financial Planning Director (Southeast Region) Morgan StanleyVice President, Financial Planning Director (Southeast Region)Columbia, South Carolina$140,000–$160,000 / yearOur 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.
Premier Advisor - Columbia, SC Truist Financial CorporationPremier Advisor - Columbia, SCChapin, SCUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Columbia, SC Truist BankPremier Advisor - Columbia, SCChapin, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Columbia, SC Truist Financial CorpPremier Advisor - Columbia, SCColumbia, SCUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewBlock Advisors Tax Advisor H&R BlockBlock Advisors Tax AdvisorCOLUMBIA, South CarolinaFull timeYou'll use your expertise to prepare accurate returns, uncover savings opportunities, and build lasting client relationships — backed by industry-leading training and technology, a competitive hourly rate, and an incentive plan that rewards your impact as you build your tax expertise and serve clients. Build trusted, year-round client relationships by delivering empathetic, consultative service and identifying tax savings opportunities and relevant Block Advisors products and services.