Advisor | Wealth Management

1 month ago


Summerville, United States FORVIS Full time
Description & Requirements

FORVIS is seeking to add a Wealth Management professional to serve as an Associate Advisor who assists senior wealth management advisors in working with high-net-worth families in our FORVIS Private Client practice.

How you will contribute:
  • Supporting a Wealth Management team of advisors serving affluent families
  • Assisting families in creating comprehensive wealth management strategies including:
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Education Planning
    • Estate & Legacy Planning
    • Survivor Assistance
  • Develop/maintain in-depth expertise and global knowledge of wealth management services
  • Actively support business development activities to identify, pursue & acquire new clients
We are looking for people who have Forward Vision and:
  • An individual who is a self-starter
  • Passionate about serving clients
  • Familiarity with the financial planning process
  • Ability to effectively communicate with clients and simplify the complex
  • The ability to work in a team environment
  • Ability to travel as needed
  • Ability to coordinate & work on multiple, concurrent client projects & complete assignments with minimal supervision
Minimum Qualifications:
  • Bachelor's degree is required: Financial Planning degree preferred
  • Completed coursework in order to be eligible to sit for the CFP exam
Preferred Qualifications:
  • Certified Financial Planner (CFP) designation
  • 3-5 Years of financial experience

#LI-CHAS, #LI-SVILLE

#LI-AF1
  • Financial Advisor

    1 week ago


    Summerville, United States Commonwealth Financial Group Full time

    -This Financial Advisor position is based in our Summerville office-20 years strong and still growing, there has never been a better time to become a part of the progression at Commonwealth.At Commonwealth, the value we provide our clients is our independent advice and team-oriented approach to providing personalized financial strategies. Unlike the...

  • Financial Advisor

    2 weeks ago


    Summerville, United States Commonwealth Financial Group Full time

    -This Financial Advisor position is based in our Summerville office-20 years strong and still growing, there has never been a better time to become a part of the progression at Commonwealth.At Commonwealth, the value we provide our clients is our independent advice and team-oriented approach to providing personalized financial strategies. Unlike the...

  • Financial Advisor

    6 days ago


    Summerville, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday...

  • Financial Advisor

    2 weeks ago


    Summerville, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday...

  • Financial Advisor

    1 week ago


    Summerville, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday...

  • Financial Advisor

    8 hours ago


    Summerville, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday...

  • Financial Advisor

    1 day ago


    Summerville, United States Northwestern Mutual Full time

    Financial Advisors at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday...


  • Summerville, United States Midas - PGW Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingCompany partiesDental insuranceEmployee discountsFree food & snacksFree uniformsPaid time offSigning bonusTraining & developmentVision insurance At Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained...


  • Summerville, United States Midas - PGW Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingCompany partiesDental insuranceEmployee discountsFree food & snacksFree uniformsPaid time offSigning bonusTraining & developmentVision insurance At Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained...

  • Beauty Advisor

    2 weeks ago


    Summerville, United States Ulta Beauty Full time

    ‎ : We consider applications for this position on an ongoing basis. OVERVIEW: Experience a place of energy, passion, and excitement. A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences-for true beauty enthusiasts. At Ulta Beauty, we're transforming the world one shade, one lash, one cut at a time....

  • Beauty Advisor

    14 hours ago


    Summerville, United States Ulta Beauty Full time

    ‎ : We consider applications for this position on an ongoing basis. OVERVIEW: Experience a place of energy, passion, and excitement. A place where the joy of discovery and uncommon artistry blend to create exhilarating buying experiences-for true beauty enthusiasts. At Ulta Beauty, we're transforming the world one shade, one lash, one cut at a time....


  • Summerville, United States Food Management Search Full time

    Deal breaker: MUST LIVE in or move to the greater CHS, SC area or somewhere closer in the Carolinas so you can drive into the office -> OR you wont qualify for this position If you are a Tax Staff or a Tax Senior ready for a promotion let's hear from you Immediate growth potential with members getting ready to retire in the near future WE DON'T CARE WHAT...


  • Summerville, United States Food Management Search Full time

    Deal breaker: MUST LIVE in or move to the greater CHS, SC area or somewhere closer in the Carolinas so you can drive into the office -> OR you won’t qualify for this position If you are a Tax Staff or a Tax Senior ready for a promotion let's hear from you Immediate growth potential with members getting ready to retire in the near future WE DON'T CARE...


  • Summerville, United States First Citizens Bank Full time

    OverviewStable. Family. Opportunities. Unique. Whether First Citizens Bank has been established for 120+ years, or expanding its presence in your market, we invite you to be a part of our story. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work. As a Premier Relationship Banker,...

  • Client Advisor

    1 week ago


    Summerville, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8 hours per week: reaching out...

  • Client Advisor

    23 hours ago


    Summerville, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success.Job Duties:Setting Appointments: 6-8 hours per week: reaching out...


  • Summerville, SC, United States Food Management Search Full time

    Deal breaker: MUST LIVE in or move to the greater CHS, SC area or somewhere closer in the Carolinas so you can drive into the office -> OR you won’t qualify for this position If you are a Tax Staff or a Tax Senior ready for a promotion let's hear from you Immediate growth potential with members getting ready to retire in the near future WE...

  • Customer Advocate

    1 week ago


    Summerville, United States Safelite Group, Inc. Full time

    Does this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's the focus of what we do. But beyond the glass, we're so much more. We'll help you build a fulfilling career and encourage you to have a life. Let us be the best place you'll ever work.The Customer Advocate is one...

  • Customer Advocate

    1 week ago


    Summerville, United States Jobs for Humanity Full time

    Company DescriptionJobs for Humanity is collaborating with Safelite to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: SafeliteJob DescriptionDoes this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's...

  • Customer Advocate

    21 hours ago


    Summerville, United States Jobs for Humanity Full time

    Company DescriptionJobs for Humanity is collaborating with Safelite to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: SafeliteJob DescriptionDoes this position interest you? You should apply - even if you don't match every single requirement! We're known as an auto glass company. That's...