Financial Planner

4 days ago


Charleston, West Virginia, United States Consolidated Planning Lowcountry Full time
Financial Planner Job Description

We are seeking a skilled and dedicated financial planner to join our team at Consolidated Planning Lowcountry. As a financial planner, you will play a crucial role in helping clients achieve their financial goals through strategic planning and expert advice.

Key Responsibilities:
  • Develop and implement customized financial plans for clients based on their unique needs and goals.
  • Provide expert advice on investment options, risk management, and wealth management strategies.
  • Identify and secure new clients through effective marketing and business development techniques.
  • Collaborate with clients to understand their financial situations and develop tailored solutions to meet their needs.
  • Stay up-to-date with industry trends and best practices to ensure clients receive the most effective financial planning services.
Requirements:
  • Bachelor's degree in business administration, finance, or a related field.
  • Strong math skills, communication skills, and relationship skills to provide exceptional customer service.
  • Valid FINRA Series 7 & 63/66 certification preferred but not required.
  • Baseline knowledge of financial industry concepts, financial products, and the role of a financial advisor.
  • Experience working with Microsoft Office, Excel, CRM systems, financial planning software, and other related business tools.

  • Financial Planner

    1 day ago


    Charleston, West Virginia, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a Financial Advisor to join our team. As a Financial Advisor, you will work with military families to help them achieve their financial goals.Key ResponsibilitiesPartner with local military organizations and units to engage with the military communityCoach military families on holistic financial...

  • Merchandise Planner

    3 weeks ago


    Charleston, West Virginia, United States Free Fly Apparel Full time

    About Free Fly ApparelWe're a Charleston, SC-based performance clothing company that's passionate about creating unique bamboo material blends. Our design philosophy is centered around fun and adventure, while our focus on superior design and craftsmanship sets us apart. Whether you're on the water, exploring the mountains, or hitting the gym, we're...

  • Merchandise Planner

    2 days ago


    Charleston, West Virginia, United States Free Fly Apparel Full time

    About Free Fly ApparelFree Fly Apparel is a performance clothing company based in Charleston, SC, specializing in unique bamboo material blends. Our design philosophy is anchored in fun and adventure, while superior design and craftsmanship remain our focus. We're confident that our products will quickly become your favorite shirt.Job SummaryThe Merchandise...

  • Financial Planner

    4 weeks ago


    Charleston, West Virginia, United States Wellspring Search Partners Full time

    About the RoleWe are seeking a highly skilled Financial Advisor to join our team in Charleston, SC. The ideal candidate will possess a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals.Key ResponsibilitiesProvide expert financial advice to clientsDevelop and...

  • Financial Counselor

    2 weeks ago


    Charleston, West Virginia, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health in Charleston, SC. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesProvide comprehensive financial counseling and management services to service...

  • Financial Counselor

    4 weeks ago


    Charleston, West Virginia, United States Magellan Health Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health in Charleston, SC. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.Key ResponsibilitiesProvide comprehensive financial counseling services to military personnel and...

  • Financial Counselor

    4 days ago


    Charleston, West Virginia, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services to military personnel and their families at assigned Army National Guard installations. The successful candidate will provide a full range of personal financial counseling services, including education and counseling, to support the financial well-being of military service members and their...

  • Financial Counselor

    4 weeks ago


    Charleston, West Virginia, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services to military personnel and their families at assigned Army National Guard installations. The successful candidate will deliver a full range of personal financial counseling services, including one-on-one counseling, group briefings, and presentations. They will also work closely with installation...


  • Charleston, West Virginia, United States Magellan Health Full time

    Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive financial counseling services to military service members and their families. The role involves education and counseling on various financial services, including one-on-one counseling, consultation...


  • Charleston, West Virginia, United States Slone Region - Modern Woodmen of America Full time

    Job DescriptionAs a Manager with Modern Woodmen of America, you will be part of a dynamic team that values growth, leadership, and community engagement. This role is ideal for individuals with a vision to grow, lead, and manage a team of financial professionals in the near future.Key Responsibilities:Client Engagement:Provide tailored financial solutions to...


  • Charleston, West Virginia, United States WSP Full time

    About the OpportunityWe are seeking a highly skilled and experienced Ports and Marine Senior Lead Engineer/Project Manager to join our dynamic team at WSP. As a key member of our Maritime group, you will have the opportunity to work on diverse and challenging projects, collaborating with a talented team of engineers, planners, and analysts.Key...

  • Team Leader

    2 weeks ago


    Charleston, West Virginia, United States Tractor Supply Full time

    Job SummaryThe Team Leader is a key member of the store team, responsible for assisting the Store Manager and Assistant Store Manager in executing operational, sales, and merchandising objectives. This role requires delivering a Legendary Customer Experience and promoting a safe and productive work environment for all Team Members, customers, and vendors.Key...

  • Team Leader

    3 weeks ago


    Charleston, West Virginia, United States Tractor Supply Full time

    Job SummaryThe Team Leader is a key member of the store team, responsible for assisting the Store Manager and Assistant Store Manager in executing operational, sales, and merchandising objectives. This role requires delivering a Legendary Customer Experience, promoting a safe and productive work environment, and training Team Members on policies and...


  • Charleston, West Virginia, United States WSP Full time

    About the RoleWe are seeking an experienced Geotechnical Engineer to join our team as an Assistant Vice President. This role will be responsible for leading geotechnical engineering projects and teams, providing technical expertise and guidance to junior staff, and collaborating with cross-functional teams to deliver projects on time and within budget.Key...

  • Financial Planner

    2 weeks ago


    Charleston, South Carolina, United States Consolidated Planning Lowcountry Full time

    Job OpportunityWe are seeking a skilled and strategic financial advisor to join our team at Consolidated Planning, Lowcountry. As a financial planner, you will play a crucial role in helping clients achieve their financial goals through a variety of planning services.Key ResponsibilitiesProvide expert recommendations for products, plans, investments, and...

  • Merchandise Planner

    3 weeks ago


    Charleston, United States Free Fly Apparel Full time

    About Free Fly: Free Fly Apparel is a Charleston, SC-based performance clothing company specializing in unique bamboo material blends. Before launching in 2011, we spent over two years of research and development to come up with the softest performance fabrics imaginable. Our design philosophy is anchored in fun and adventure while superior design and...

  • Planner

    3 months ago


    Charleston, United States Le Creuset UK Limited Full time

    POSITION Planner WHO WE ARE More than just cookware, Le Creuset has been a colorful companion to meals and memories around the world since 1925. Respect for tradition and authenticity have been Le Creuset’s guiding principal for nearly 100 years – our passion for superior artisanal quality, exceptional design, and European craftsmanship have remained...

  • Financial Planner

    4 weeks ago


    Charleston, South Carolina, United States Wellspring Search Partners Full time

    Job OpportunityWe are seeking a skilled Financial Advisor to join our team at Wellspring Search Partners in Charleston, SC.About the Role:The ideal candidate will possess a strong understanding of wealth management and financial planning, with experience working with clients to achieve their financial goals.Key Responsibilities:Provide expert financial...

  • Financial Planner

    4 weeks ago


    Charleston, South Carolina, United States Wellspring Search Partners Full time

    Job OpportunityWe are seeking a skilled Financial Advisor to join our team at Wellspring Search Partners in Charleston, SC.About the Role:The ideal candidate will possess a strong understanding of wealth management and financial planning, with experience in working with clients to achieve their financial goals.Key Responsibilities:Provide expert financial...


  • Charleston, United States Consolidated Planning Lowcountry Full time

    Job DescriptionJob DescriptionWe are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin...


  • Charleston, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...


  • Charleston, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...

  • Loan Officer

    3 months ago


    North Charleston, United States Caliver Beach Mortgage, LLC Full time

    Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: •Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! •Uncapped...


  • Charleston, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check...

  • Personal Care

    20 hours ago


    North Charleston, SC, United States Interim HealthCare Staffing Full time

     Personal Care and Support Services (PCSS) Client Care Liaison Seeking a dynamic experienced healthcare liaison to grow profitable revenues by effectively developing and executing sales and marketing strategies to home care referral sources and prospective clients. Assists Operations in providing client care coordination and serves as a point of contact...