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.
NewInvestment 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.
Wealth Management & Investment Advisor First Mid Bancshares, Inc.Wealth Management & Investment AdvisorColumbia, South CarolinaResponsibilities include, but are not limited to: Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that are most appropriate to meet their client’s needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client’s financial lives.
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.
Investment Sales Agent Marcus & Millichap IncInvestment Sales AgentColumbia, SCFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
NewFinancial Advisor, Truist Investment Services, Columbia, SC Truist BankFinancial Advisor, Truist Investment Services, Columbia, SCColumbia, South Carolina2. Banking experience helpful 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. Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
NewFinancial Consultant, Truist Investment Services, Taylors, SC Truist BankFinancial Consultant, Truist Investment Services, Taylors, SCWade Hampton, South CarolinaGeneral 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. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
NewFinancial Advisor, Truist Investment Services, Columbia, SC Truist Financial CorporationFinancial Advisor, Truist Investment Services, Columbia, SCColumbia, SCGeneral 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. Please review the following job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests.
Investment Service Coordinator Marsh McLennanInvestment Service CoordinatorColumbia, South CarolinaYou will forward documents to the appropriate departments for review/approval, then follow up through completion; confirm account establishment, verify account numbers, and track asset transfers until everything is complete, while maintaining files in line with Compliance Policy & Procedures, including audit records, client documentation, and required logs (checks, gifts, financial planning, new accounts), annual reviews, memos, renewals, trade corrections, rep splits, system access, and NIGO tracking. You will prepare and process client paperwork for account openings (Individual, IRA, 529), transfers, conversions, beneficiary updates, withdrawals, investments, managed accounts, distributions, wire transfers, and financial plans.
Financial Solutions Advisor Consumer Investments - Columbia Metro Market Bank of AmericaFinancial Solutions Advisor Consumer Investments - Columbia Metro MarketColumbia, South CarolinaKey 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Private Wealth Investment Management Specialist Bank of AmericaPrivate Wealth Investment Management SpecialistColumbia, South CarolinaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Audit Manager - Alternative Investments Elliot DavisAudit Manager - Alternative InvestmentsColumbia, SCIn this role you will provide audit and attest services to private investment funds for both registered and non-registered investment advisors that manage a variety of funds, including but not limited to, hedge funds, private equity and venture capital funds, private credit funds, SBIC funds, real estate funds, and offshore funds. 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.
Investment Sales Agent Marcus and MillichapInvestment Sales AgentColumbia, SCCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+.
Investment Sales Agent Marcus & Millichap Real Estate Investment ServicesInvestment Sales AgentColumbia, South CarolinaCompensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions. In accordance with applicable state and local pay transparency laws, the anticipated annualized commission range for individuals in this role is: $0.00 to $1,000,000+. .
Finance Analyst, FP&A Systems & Applications (Anaplan COE Model Builder) Education Realty Trust Inc (Inactive)Finance Analyst, FP&A Systems & Applications (Anaplan COE Model Builder)SC$100,000–$110,000 / yearHeadquartered in Charleston, South Carolina, Greystar manages and operates over $300 billion of real estate in more than 265 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing.