Financial Planning Associate
7 days ago
Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Charleston. To view other open roles, visit jobs.lead-advisor.com
Financial Planning Associate
Our client, a financial planning firm based in Charleston is hiring a Financial Planning Associate.
The Financial Planning Associate will be responsible for preparing financial plans, creating recommendations and helping with the client experience for advisors and ensembles affiliated with the firm.
The ideal candidate should have experience in financial services, a passion for planning and a desire to help influence a firm's advisor planning and service operations.
Key Responsibilities (but not limited to):
- To create comprehensive financial plans for new clients. This includes both working collaboratively with affiliated advisors in addition to having your own aligned thinking to best construct a customized financial plan for a client.
· A key priority would be to interpret client data, understand time-lined goals and feelings and synchronize the right written or digital plan that may include but limited to:
· Investments
· Retirement Planning
· Retirement Income Distribution Planning
· Estate Planning Concepts
· Life insurance analysis
· Disability and Long Term Care insurance analysis
· Asset/Liability management and cash flow scenarios
· Tax implications
· Education Funding
· Major Purchase Planning
· Saving Strategies
· Business Planning
· The role will be responsible for updating financial plans for the existing clients. This would include staying in tune to relevant client goals and current economic and market conditions to provide the most prepared analysis and recommendations for the client.
· Ensure the affiliated advisors are briefed on planning and investment updates prior to meetings along with being able to interface with clients themselves to best explain analysis and recommendations in their situation.
· Assist affiliated advisors with their client onboarding experience for both investments and insurance.
· Create and/or update investment proposals and insurance illustrations for clients.
· Ensure all client data is tracked appropriately in CRM.
· Assist the firm in assessing advisor support services.
Qualifications:
- Bachelor's Degree
- Investment and Insurance licenses preferred
- Working towards the CFP designation
- 3+ years in financial planning
Base Salary: $50,000- $65,000
-
Financial Representative
7 days ago
Charleston, South Carolina, United States The Western and Southern Life Insurance Company Full timeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of...
-
Financial Aid Officer
3 days ago
Charleston, South Carolina, United States Southeastern College Full timeJob Description Job Description Benefits:401(k)401(k) matchingCompetitive salaryDental insuranceHealth insurancePaid time offTraining & developmentVision insuranceOVERVIEW:The purpose of the Financial Aid Officer is to guide students through the financial aid process and ensure they are properly funded. The Financial Aid Officer coordinates with admissions...
-
Financial Advisor
2 weeks ago
Charleston, South Carolina, United States Hypelink Digital Marketing Full timeAbout the job Financial Advisor Your own business.Unlimited income potential.Excellent benefits package.Are you looking for a career where you can grow personally and professionally? As a financial representative with Modern Woodmen of America, you'll gain access to cutting-edge training and resources to help you succeed. You'll help people plan for their...
-
Chief Financial Officer
7 days ago
Charleston, South Carolina, United States Kane Selection Ltd Full timeChief Financial Officer Industry: Material Processing / Aggregate CE (Dealer) Company Locations: Virginia, North Carolina, Pennsylvania Position Location: Hybrid Start Date: Immediately About the Opportunity A privately owned heavy capital equipment dealer with territories across the East Coast seeks a Chief Financial Officer to fully manage its...
-
FinTech & CRM Operations Associate
1 week ago
Charleston, South Carolina, United States C2P Enterprises Full timeFinTech & CRM Operations Associate (Hybrid - Charleston, SC) Salary: $65,000 - $85,000 Location: Charleston, SC (Hybrid) Employment Type: Full-time Are you a tech-savvy problem solver with a knack for financial technology and CRMs? Do you enjoy figuring out how things work, creating efficiencies, and helping others navigate technology? If so, you might be...
-
Financial Career Specialist
2 days ago
Charleston, South Carolina, United States Bankers Life Full time**About Us**Bankers Life is a leading provider of life insurance and retirement solutions, dedicated to helping individuals and families achieve financial security.We are seeking ambitious professionals to join our team as Financial Services Professionals, where you will play a key role in shaping the future of our organization.About the Role:You will be...
-
Financial Services Expert Advisor
5 days ago
Charleston, South Carolina, United States Bankers Life Full timeCultivate a rewarding career in financial services with Bankers Life, a subsidiary of CNO Financial.As a Financial Services Professional, you will:Broaden your client base by developing strong relationships and delivering exceptional guidanceEnhance your expertise through rigorous training programs and sponsored courseworkGuide clients through complex...
-
Career Growth Financial Consultant
5 days ago
Charleston, South Carolina, United States Bankers Life Full timeEstablish a successful career in financial services with Bankers Life, a leading industry brand.As a Financial Services Professional, you will:Develop a client base by nurturing relationships and providing expert guidanceGain expertise through comprehensive training programs and sponsored courseworkAnalyze clients' financial situations and provide tailored...
-
Personal Financial Strategist
1 day ago
Charleston, South Carolina, United States Bankers Life Full timeAs a Financial Services Professional at Bankers Life, you will have the opportunity to shape the future of our organization and make a real difference in people's lives.We are looking for talented individuals who are passionate about delivering exceptional customer service and building long-lasting relationships.About the Role:You will be responsible for...
-
Sr. Business Analyst
2 weeks ago
Charleston, South Carolina, United States Voya Financial, Inc Full timeTogether we fight for everyone's opportunity for a better financial future.We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough ... we believe every individual and every community deserves access to...
-
Senior Accountant
2 days ago
Charleston, South Carolina, United States Level Financial Group, LLC Full timeJob Description Job Description As a Senior Accountant working in the field of forensic accounting at Level Financial Group, LLC, you will play a critical role in the detailed analysis of both financial and non-financial information in support of financial investigations in a variety of matters. You will work closely with members of our team to assist...
-
Commercial Asset Consultant Sr
3 days ago
Charleston, South Carolina, United States The PNC Financial Services Group, Inc Full timePosition OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...
-
Professional Wealth Management Associate
5 days ago
Charleston, South Carolina, United States Bankers Life Full timeBuild a thriving career in financial services with Bankers Life, a renowned industry leader.As a Financial Services Professional, you will:Nurture long-term relationships with clients and deliver personalized guidanceStrengthen your expertise through cutting-edge training programs and sponsored courseworkHelp clients navigate important financial decisions...
-
Insurance and Financial Services Agent
7 days ago
Charleston, South Carolina, United States State Farm Agent Full timeJoin the leaders. With the brand recognition of a Fortune 500 company, State Farm agents offer products to help customers meet their insurance and financial service needs. Run a small business as a State Farm agent. Being a State Farm agent gives you a unique opportunity to develop yourself, your business, and your community. We are seeking professionals...
-
Charleston, South Carolina, United States LocumJobsOnline Careers Full timeAbout the Position:">A physician associate is needed to cover pathology services at a large health system in South Carolina.">Key Responsibilities:">Providing locum tenens coverage as a physician associate.Covering an 8-5 workday with an hour-long lunch break.">Key Requirements:">Board certification is required for this position.No prescriptive authority is...
-
M&A Associate Internship
2 weeks ago
Charleston, South Carolina, United States Bull Street Mergers Full timeAbout Bull Street Mergers Bull Street Mergers is a boutique M&A advisory firm specializing in lower middle-market transactions across various industries. Our team of experienced professionals assists business owners in selling, acquiring, and growing companies through strategic mergers and acquisitions. With a strong commitment to client success, we...
-
Career Day in Charleston, SC
1 week ago
Charleston, South Carolina, United States Community Choice Financial Family of Brands Full timeOverview: Join us for Career Day in Charleston, SC Thursday, March 13h, 202510AM - 6PM Titlemax Of Charleston, SC 1735 Sam Rittenberg Blvd. Charleston, SC 29407 If you're ambitious and ready for more join a company that fuels your drive with real opportunities for professional and financial growth. Community Choice Financial Family of Brands ("CCF") is...
-
Career Day in Charleston, SC
3 weeks ago
Charleston, South Carolina, United States Community Choice Financial Family of Brands Full timeOverview: Join us for Career Day in Charleston, SCThursday, March 13h, 202510AM - 6PMTitlemax Of Charleston, SC #51735 Sam Rittenberg Blvd.Charleston, SC 29407(843) 852-9610If you're ambitious and ready for more--join a company that fuels your drive with real opportunities for professional and financial growth. Community Choice Financial Family of Brands...
-
Charleston, South Carolina, United States LocumJobsOnline Careers Full timeAbout the JobA healthcare facility in South Carolina is looking for a qualified physician associate to cover a short-term assignment. The ideal candidate will have excellent clinical skills and be able to work independently in a fast-paced environment.**Job Requirements**- 8-hour workday with 1 hour lunch break- No call required- Board certification...
-
Store Associate
3 weeks ago
Charleston, South Carolina, United States Burlington Part timeJoin our team as a **Shortage Control Associate** and contribute to a secure shopping environment while delivering exceptional customer service As a Shortage Control Associate (SCA), your role directly impacts the store's security and the overall shopping experience for our customers. By exhibiting command presence, knowledge of theft trends, and a positive...