132 Results for

Financial Planning Jobs in West Columbia, SC

Jobs

Columbia, SC9 days ago

Full-time

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Requires the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.

Columbia, SC9 days ago

Full-time

Columbia, SC30+ days ago

$79,100–$158,200 Per Year

Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_mb@oracle.com or by calling 1-888-404-2494 in the United States.

Columbia, SC30+ days ago

$95,000–$150,000
Full-time

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft and review estate planning documents, including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related instruments.

SC30+ days ago

This position monitors revenue; reviews accounting charges; oversees the accounting function of the County with minimum supervision; coordinates and supervises three accountant positions which provide maintenance and review of all the different funds; reviews and post journal entries; reviews reconciliations; does monthly, quarterly, and annual closings; assists in the completion of the ACFR to meet County deadlines; and performs assigned tasks. The overall purpose of the class is to be responsible for coordinating and supervising the accounting and financial activities of the Finance Department; to ensure accurate and effective accounting operations; to oversee the general ledger; to maintain accurate financial reporting; to perform supervisory and complex, administrative, and fiscal control duties in the Finance Department; and to assist with preparation of the Comprehensive Annual Financial Report (CAFR).

Columbia, South Carolina30+ days ago

$61,000–$250,000 Per Year

Northwestern 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.

New!

Cayce, South Carolina4 days ago

Qualifications: Bachelor's Degree and 4 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory OR High School Diploma or GED and 8 years of experience in Sales, customer service, or lending, or financial services sales, including supervisory. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.

New!

Columbia, SC1 day ago

Remote

$80,000–$120,000

In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).

New!

Batesburg, South Carolina3 days ago

Columbia, South Carolina30+ days ago

Remote

Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities. Works with store associates to develop a referral strategy so that the Retirement & Investment Services offered by the credit union are made known to the members.

Columbia, South Carolina30+ days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

New!

Columbia, SC1 day ago

Remote

$80,000–$120,000

If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this roleReal estate salesMortgage / lendingAuto salesTelecom / wireless salesB2B / SaaS salesTimeshare / vacation salesSolar / home servicesAny commission-based roleWhat you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.

SC30+ days ago

Leveraging a purpose-built cloud architecture backed by 230+ issued and pending patents and more than 100 points of presence globally, iboss processes over 150 billion transactions daily, blocking 4 billion threats per day. The Chief Financial Officer (CFO) will serve as a key member of the executive leadership team, partnering with the CEO and Board of Directors to shape the financial strategy and operational excellence of iboss.

Batesburg, SC30+ days ago

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. Bachelors Degree and 6 years of experience in Registered Securities Representative OR High School Diploma or GED and 10 years of experience in Registered Securities Representative.

columbia, SC30+ days ago

Thrivent 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.

Columbia, South Carolina22 days ago

COMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. This position will research, collect, review and monitor financial data in order to build timely and accurate financial models that are able to increase company profit through enhancements of operational efficiencies and resource utilization.

Columbia, SC30+ days ago

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Columbia, SC30+ days ago

Deliver Advanced Personalized Planning: Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations-tailored to the unique needs of military families. First Command Financial Services Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of, or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.

Columbia, SC30+ days ago

Develop and implement sophisticated financial plans that integrate investment management, retirement income planning, tax strategies, insurance solutions, day-to-day finances, and estate considerations—tailored to the unique needs of military families. This independent contractor role offers the opportunity to work with existing First Command clients, deepen long-term client relationships, and grow your business through a high-touch, consultative approach.

Columbia, SC30+ days ago

Remote

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at applicantaccom@maximus.com.

Columbia, SC30+ days ago

This position will offer: • The ability to build a strong client base with the Bank's exceptional referral system • The opportunity to find new clients via the bank's client base • The opportunity to create client solutions without proprietary products • The ability to grow your business with LPL's combination of tools, technology, and support • The benefit of LPL's experience helping financial institutions grow and maximize their investment programs • The opportunity to capitalize on the bank's reputation and community standing. Your partnership includes: • Access to our proprietary technology and a suite of customized services • An open architecture platform with access to thousands of investment products from leading third-party product sponsors • Resources and expertise across the firm to help you create client solutions • The freedom to create solutions specific to your client's goals.

Columbia, SC30+ days ago

This position may require the following physical requirements: regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and. The Finance Manager plans and directs the accounting and finance function for our legal entities, including Palmetto State Glass, Open Automatic Door, All American Glass, and KalStone.

Columbia, SC30+ days ago

Full-time

Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. - Prepare the annual incurred cost submission in real-time, as each month is closed which includes; confirming the allocations are consistent with the CAS Disclosure Statement, reviewing for unallowable costs, and reconciling the submission to the general ledger.

New!

Columbia, SC4 days ago

$115,400–$251,600 Per Year

10+ years of product management experience leading successful software initiatives, preferably in enterprise SaaS, cloud platforms, healthcare technology, data products, clinical workflows, or regulated industries. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.

New!

Columbia, SC4 days ago

$82,500–$199,500 Per Year

7+ years of product management experience leading successful software initiatives, preferably in enterprise SaaS, cloud platforms, healthcare technology, data products, clinical workflows, or regulated industries. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.

New!

Columbia, SC4 days ago

$97,500–$199,500 Per Year

You will work closely with Legal, Compliance, Risk Management, Real Estate & Facilities, Finance, Procurement, Operations, site leadership, brokers, vendors, and local agencies to coordinate compliance workflows, monitor deadlines, identify gaps, and support remediation. • Partner with Legal, Facilities, Real Estate, Risk Management, Procurement, Finance, Operations, site teams, vendors, brokers, and external agencies to collect documentation, confirm requirements, and resolve open compliance items.

New!

Columbia, SC4 days ago

$97,500–$199,500 Per Year

Technically rigorous environment: Work alongside experienced engineers, automation specialists, and compliance teams in a rapidly scaling hyperscale cloud infrastructure, where disciplined execution and technical depth matter. Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.

New!

Columbia, SC4 days ago

$97,500–$199,500 Per Year

Reporting to the Senior Critical Facilities Manager this role owns electrical plant operations, maintenance execution, vendor performance, technician leadership, operational readiness, and incident response to ensure continuous uptime and protection of compute load. Technically rigorous environment: Work alongside experienced engineers, automation specialists, and compliance teams in a rapidly scaling hyperscale cloud infrastructure, where disciplined execution and technical depth matter.

Columbia, SC17 days ago

The Division of Enterprise Applications (DEA) seeks an experienced consultant with expertise in SAP S4 HANA, specifically within Public Sector Finance and Treasury modules to support implementation, optimization and operational readiness initiatives. The Division of Enterprise Applications (DEA) has implemented SAP for all state government business processes related to finance, budgeting, grants management, materials management, supplier relationship management, logistics, human resources and payroll.

New!

Columbia, SC4 days ago

Remote

$205,785–$242,100 Per Year

Demonstrates the ability to responsibly use generative AI tools and copilots (e.g., LibreChat, Gemini, Glean) in daily workflows, continuously learn as tools evolve, and apply human‑in‑the‑loop practices to deliver business‑ready outputs and drive measurable improvements in efficiency, cost, and quality. You'll ensure marketing activities are accurately tracked, measurable, and clearly tied to pipeline, revenue, and customer goals, while reducing operational friction so marketers and cross‑functional partners can move quickly without sacrificing quality.

New!

Columbia, SC4 days ago

New York, New York;New York, New York; Peachtree City, Georgia; Boston, Massachusetts; Deer Park, Illinois; Alpharetta, Georgia; Carmel, California; Mount Laurel, New Jersey; Paramus, New Jersey; Pennington, New Jersey; Toms River, New Jersey; Cincinnati, Ohio; Dallas, Texas; Charlotte, North Carolina; Los Angeles, California; Saint Helena, California; White Plains, New York; Columbia, South Carolina; Tucson, Arizona. Act as a performance coach for Merrill Lynch Global Wealth Management assisting Financial Advisor Practices and Advisory Branch Managers and Market Leadership teams in developing and executing strategies and tactics to increase the productivity of Financial Advisors and their respective teams, and ultimately enhancing the client experience.

Columbia, SC12 days ago

AVANTech, LLC solves some of the most challenging problems in the water industry – from being first responders to the Fukushima Nuclear Plant meltdown to implementing patented first-of-its-kind technology. This role plays a critical part in ensuring accurate financial tracking, schedule alignment, and procurement coordination across projects.

Blythewood, SC30+ days ago

About US: InterSources Inc. is a Small, Woman, and Minority-Owned Business Enterprise, ISO/IEC 27001, SOC 2 Type 2 certified company with massive 18+ years of diversified experience in providing IT Consulting Services, Artificial Intelligence, Data Analysis, Application Development, Cloud Services, Cybersecurity, Digital Marketing, ERP Management, Custom Software Development, Web Development, UI/ UX Design, System Integration, QA Support etc. The role is hybrid, requiring the resource to work onsite approximately 80% of the time, with potential for one day of remote work per week depending on project needs.

Richland County, SC30+ days ago

$66,400–$119,500 Per Year

Must possess a high degree of emotional intelligence, positive attitude, utilize a solution-driven approach to problem solving and understand the importance of maintaining positive working relationships with both internal staff and external service providers. Under supervision of the Finance Director, the Fiscal and Procurement Manager is responsible for administering the agency's procurement and contract management functions, overseeing facilities-related projects, managing records retention, and supporting inventory and minority business compliance initiatives.

Columbia, SC17 days ago

Required Skills (rank in order of Importance):7+ years of experience with SAP Finance or Treasury/Cash Management experience. Assist with defining hardware specifications and the current SCEIS landscape as required for addition functionality being implemented.

New!

Columbia, SC2 days ago

$57,917.79–$83,441 Per Year

Grace Harbour is a private outpatient mental health practice with staff in Georgia and South Carolina dedicated to enhancing the lives of our clients, strengthening families, and instilling hope in tomorrow. At Grace Harbour, an ncgCARE partner, we are dedicated to providing compassionate, evidence-based mental health services that support youth and families in navigating life’s challenges.

New!

Columbia, SC4 days ago

$82,500–$199,500 Per Year

Lead initiatives to drive product requirements/roadmap for Oracle-differentiated capabilities and enable customer adoption of Zero Data Loss Recovery Appliance ( and Zero Data Loss Autonomous Recovery Service ( for on-premises/hybrid/cloud/multicloud data protection against cyber / ransomware threats. In this product management role, you will work with an elite group of software developers and other product managers to assist with current initiatives around developing and marketing Oracle's capabilities for data protection for on-premises and cloud.

Columbia, SC30+ days ago

Lead and manage the Accounts Payable team, fostering a culture of excellence, collaboration, and continuous improvement while overseeing day-to-day operations to ensure efficient workflows, accuracy and timeliness in invoice posting and payment processing, correct reporting, and compliant data management. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations.

Cayce, SC30+ days ago

About US: InterSources Inc. is a Small, Woman, and Minority-Owned Business Enterprise, ISO/IEC 27001, SOC 2 Type 2 certified company with massive 18+ years of diversified experience in providing IT Consulting Services, Artificial Intelligence, Data Analysis, Application Development, Cloud Services, Cybersecurity, Digital Marketing, ERP Management, Custom Software Development, Web Development, UI/ UX Design, System Integration, QA Support etc. Required Skills & Experience5+ years of experience leading large-scale IT modernization or upgrade initiatives (multi-system integration, migrations, enterprise platforms).

New!

Columbia, SC4 days ago

$139,400–$291,800 Per Year

5-8 + years of experience in controls engineering, building automation, industrial automation, OT systems, or mission-critical facility automation leadership; data center experience strongly preferred, though adjacent experience in semiconductor, pharmaceutical, utilities, advanced manufacturing, healthcare, or similarly uptime-critical environments is highly relevant. Credentials such as Schneider Electric EcoXpert, Niagara certification, Ignition credentials, Rockwell certification/training, Cisco industrial networking certifications, or OT cybersecurity certifications are valuable where aligned to platform mix and scope.

SC30+ days ago

Remote

$151,700–$270,950 Per Year

You will play an instrumental role in Ovid re-platforming and development of Ovid.com to capture GenAI enabled market opportunities in agentic medical research to sustain Ovid subscription businesses, enhance and extend the Ovid brand, manage intellectual property from development, and foster targeted business and technology partnerships. Guide team of product managers, SMEs, AI data scientists, AI engineers, and matrixed development resources to turn technological capabilities, market and customer insights, competitive intelligence, and industry dynamics into a rolling platform roadmap with agility to achieve and exceed key business goals.

Lexington, SC30+ days ago

Full-time

Serve as the primary point of contact for customer representatives, addressing concerns and ensuring service levels are met across warehouse and plant operations. Analyze and report key performance indicators (KPIs) such as order accuracy, turnaround times, and cost efficiency across warehouse and plant operations.

New!

Columbia, SC4 days ago

$29.75–$44.50 Per Hour

Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization. This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.

New!

Columbia, SC4 days ago

Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. The Accounting Advisory Services team members collaborate with partners in Tax, Consulting, and Audit regarding customers' accounting processes and reporting to facilitate decision-making, risk management, profitability improvement, and achieving strategic objectives.

New!

Columbia, SC4 days ago

In this high-visibility, relationship-driven role, you will cultivate strong partnerships with independent agents, guide strategic business planning, and collaborate closely with underwriting and internal teams to drive long-term success. Develop and execute high-quality agency strategies and plans aligned with key Personal Lines or Business Lines goals, such as carrier consolidation, agency plant expansion, service center adoption, and new program launches.

New!

Columbia, SC4 days ago

Southern Glazer's Wine and Spirits provides competitive compensation based on estimated performance level consistent with the past relevant experience, knowledge, skills, abilities and education of employees. Identify market trends and developments in product categories, geographic regions, and among the entire account base, to become the Category Expert within account universe compared to the competition.

Columbia, South Carolina28 days ago

COMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Columbia, SC30+ days ago

Remote

$65,000–$85,000 Per Year

This role combines customer service, contract fulfillment, and relationship-driven sales while serving as the primary point of contact for clients. Develop customized financial plans, guiding clients through budgeting, debt reduction, investing, and retirement planning.

New!

Columbia, SC4 days ago

Remote

Serving more than 1,500 customers globally and as the leading contributor to the vibrant and fast-growing PostgreSQL community, EDB supports major government organizations, financial services, media and information technology companies. EDB and its affiliates are not responsible for, and will not pay, any fees, commissions, or any other similar payment related to unsolicited resumes or CVs except as required in a written signed agreement between EDB and the recruitment agency or party requesting payment of a fee.

Columbia, SC30+ days ago

$110,000–$110,000

The ideal candidate will bring strong leadership skills, deep knowledge of OSP fiber construction, and a proven track record of delivering projects safely, on time, and within budget—while exceeding customer expectations. Provide program-level oversight for multiple FTTH projects, ensuring alignment with strategic goals, customer requirements, and contractual commitments.

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Financial Planning Jobs in West Columbia, SC

Project Manager Lennar Homes

Land Acquisitions Manager Lennar Homes

Business Planning Manager-Ops Oracle

Estate Planning/Probate Attorney Jobot

Manager Of Financial Reports Richland County Government

Financial Advisor Northwestern Mutual

Financial Sales Manager II (Branch Manager II) First Citizens Bank

High-Income Remote Sales Consultant – Financial Services Succession Partners

Financial Consultant II First Citizens Bank

Financial Advisor Grow Financial Federal Credit Union

College Financial Representative, Internship Program Northwestern Mutual

Work From Home | Financial Sales Consultant | Uncapped Commission Succession Partners

Chief Financial Officer iBoss Cybersecurity

Financial Consultant II First Citizens BancShares Inc

Financial Advisor - Columbia, SC Thrivent Financial for Lutherans

Financial Analyst Stride, Inc.

Financial Advisor First Command Financial Services, Inc.

Financial Advisor - Experienced Professionals First Command Financial Services, Inc.

Senior Financial Advisor – Experienced Professionals First Command Financial Services, Inc.

Financial Systems Analyst (Remote) Maximus

Financial Advisor - Queensborough National Bank & Trust LPL Financial Holdings Inc

Finance Manager Palmetto State Glass

Senior Finance Manager Maximus

Senior Principal Product Manager, Oracle Health Applications & Infrastructure (OHAI) Oracle

Principal Product Manager, Oracle Health Applications & Infrastructure (OHAI) Oracle

Data Center Audit Compliance Manager - Insurance, Licensing & City Inspections - Michigan Oracle

Manager, Data Center Facilities Engineering - Electrical Oracle

Facilities Operations Manager - Electrical Oracle

IT - ADMIN - SAP Developer/Global Support Manager Zencon Group

Head of Marketing Operations Coinbase

Merrill Performance Coach Bank of America

Project Controls AVANTech, LLC

Project Manager Project Lead InterSources Inc.

Fiscal and Procurement Manager State of South Carolina

SAP Developer/Global Support Manager Syntricate Technologies Inc

Supervisor True Team Medical

Principal Product Manager/Strategy-Data Protection and Recovery Oracle

Manager, Accounting Services Serco

Enterprise Project Manager Executive InterSources Inc.

Director, Data Center Building Automation - Michigan Oracle

Product Management Director - Healthcare AI (M.D. Required) Wolters Kluwer N.V.

General Manager Novo Logistics

Assistant Store Manager - Five Points TD Bank

Accounting Advisory Services Manager - Real Estate Elliott Davis

Personal Lines Senior Territory Manager Liberty Mutual Insurance Group

Business Development Manager, Whiskey Spirits Combo, CPWS, Moet Hennessy - Statewide Southern Glazer's Wine and Spirits

Director FP&A Technology Stride, Inc.

Lead Associate - Part Time GFI-Team Ikigai

Director of FP&A EDB

Project Manager (Fiber to the Home) TekCom Resources, Inc.

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