Relationship Financial Advisor

Key ResponsibilitiesProvide friendly, courteous, professional customer servicePerform all teller and platform transactions promptly, efficiently, and accuratelyAdhere to all procedures including operational and corporate customer service guidelinesRequirementsHigh school diploma/GED or equivalencyAttention to detail and ability to prioritizeExperience in...

Key ResponsibilitiesDevelop and maintain personal banking relationships with new and existing customersProvide quality customer service, responding to customer inquiries and resolving issues promptlyComplete financial transactions accurately and efficiently, adhering to technical and operational guidelinesIdentify customer needs and cross-sell opportunities...

Job Summary:The Sales and Service Representative is a critical role at Univest Financial Corporation. This position requires a high level of customer service, sales, and communication skills to effectively interact with customers, develop new business, and provide exceptional experiences.About the Position:This full-time position will be based in East...

At Univest Financial Corporation, we're seeking a skilled Sales & Service Representative to join our East Greenville team.We invest in the success of our employees and customers, fostering a culture that inspires change and inclusivity. As a Sales & Service Representative, you'll be responsible for developing and maintaining personal banking relationships...

Company OverviewUPMC Horizon - Greenville's 3 Medical Acute Care Unit is seeking a dedicated and skilled Advanced Practice Professional Nurse to join their team.SalaryThe estimated salary for this position is $85,000 - $110,000 per year, based on experience and education.Job DescriptionWe are looking for a candidate who wants to develop their nursing skills...

Financial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...

Through its relationship with CUSO Financial Services, LP (CFS) Truliant Federal Credit Union is seeking a Financial Advisor to join their team in the Greenville, SC area. Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance,...

Overview: Financial Assistance Advisor This position will work at ECPI Universitys Greenville, SC campus located at 1001 Keys Drive. Transform your Career at ECPI University Since 1966, the dedicated employees at ECPI University have helped students achieve their goals via practical training and career-focused education with over 50 Associates, Bachelors and...

PNC Financial Services Group is seeking an experienced Investment Advisor to join our team. The ideal candidate will have a strong background in financial planning and a passion for delivering exceptional client experiences.About the Role:This is a fantastic opportunity to work with a highly collaborative circuit of branches, managing an assigned book of...

About Our Company: IMA Financial Group, Inc. is a forward-thinking organization dedicated to providing cutting-edge insurance solutions and exceptional service to our clients. We're proud to be recognized as one of the Best Places to Work in Insurance, reflecting our commitment to employee satisfaction and development.Job Description: We're seeking a skilled...

Description & Requirements Forvis Mazars US 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 Mazars US Private Client practice. How you will contribute: Supporting a Wealth Management team of advisors serving affluent...

Job DescriptionJob DescriptionDescription:OUR CULTUREOur organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity...

Job DescriptionJob DescriptionDescription:OUR CULTUREOur organization believes we can all do well by doing good. We value the contributions of diverse minds and prioritize the success and wellbeing of our employees. We also believe every person in our organization plays a role in supporting a healthy environment and helping to achieve our goal of prosperity...

Embark on a fulfilling career as an Expert Financial Consultant with The Pelora Group in Greenville, SC. We offer an impressive annual salary ranging from $150,000 to $350,000 or more.Our team is dedicated to helping clients achieve their financial objectives through expert financial planning and strategic investment advice.Job OverviewYou'll thrive in a...

Job Overview:PNC Financial Services Group is seeking an Investment Advisor to join our team. As an Investment Advisor, you will be responsible for providing investment and insurance strategies to clients, growing and retaining a book of business, and owning the client experience.Our ideal candidate will have a strong understanding of financial planning,...

Find Great People | FGP is seeking an accomplished Financial Administrator to support financial advisors and manage complex tasks related to account management for high-net-worth clients.About the RoleThis position requires a highly experienced professional with 5+ years of experience in client service and administrative roles within the financial services...

Job Summary Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high touch...

Job Summary The Client Executive is responsible for providing inside and outside service to clients, assistance to the Producer when applicable, developing knowledge of the accounts, and acting as liaison between the client and other departments. Summary of Essential Job Functions * Cultivates and nurtures a meaningful working relationship with current...

Unlock Your Potential in a Rewarding RoleAre you a results-driven individual with excellent communication skills and a passion for building relationships? Do you thrive in a dynamic environment where no two days are the same?We're seeking a highly motivated Branch Office Administrator to join our team at Edward Jones. As a BOA, you'll play a critical role in...

Job Summary: We are seeking a skilled Part-time Financial Solutions Advisor to join our team at Carolina Foothills Federal Credit Union. This role is perfect for someone who enjoys working with people, has excellent communication skills, and is passionate about delivering exceptional member service.**About the Role:** As a Financial Solutions Advisor, you...

Find Great People | FGP is seeking a highly experienced and self-sufficient Financial Administrator with a background in supporting financial advisors and handling complex tasks related to account management and high-net-worth clients.About the RoleWe require a professional with 5+ years of experience in CSA, showcasing exceptional client service skills and...

About the RoleWe are seeking a highly motivated and ambitious Financial Advisor to join our team at Edward Jones. As a Financial Advisor, you will have the opportunity to build a successful career by providing personalized investment strategies and relationship building to our clients.With extensive training and support from our vast network, you will be...

Job Summary The Client Executive is responsible for providing inside and outside service to clients, assistance to the Producer when applicable, developing knowledge of the accounts, andacting as liaison between the client and other departments. Summary of Essential Job Functions Cultivates and nurtures a meaningful working relationship with current...

Empower Retirement is committed to empowering individuals to take control of their financial futures. We are seeking a highly skilled Retirement Plan Advisor to join our team.This role involves working with public employees in Northwest South Carolina, helping them build a healthy retirement and plan their financial future. The ideal candidate will have...

New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.Unlike most careers, being a Financial Professional will not leave...