Financial Planning Assistant

Paraplanner Role at Curran Financial PartnersWe are seeking a highly skilled and detail-oriented Paraplanner to join our team at Curran Financial Partners in Charleston, SC. As a key player in our office, you will be responsible for delivering exceptional customer service and performing diverse planning and administrative functions.Responsibilities:Prepare...

We are seeking a skilled financial advisor to fill an entry-level position at Consolidated Planning Lowcountry. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.Key responsibilities include providing strategic recommendations for products, plans, investments, and...

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...

Job DescriptionStone Press Financial Group is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our team, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial objectives and goals.Key Responsibilities:Conduct in-depth financial assessments to determine...

About Stone Press Financial GroupWe're a growing company that empowers our advisors to drive their careers and make a meaningful impact in people's lives. Our culture values discipline, excellence, and a commitment to keeping promises to our clients and each other.We're seeking entrepreneurial candidates who share our values and are motivated to help their...

Job SummaryWe are seeking an experienced Insurance Recruiter to join our team at Consolidated Planning, Lowcountry. As a key member of our staffing team, you will be responsible for identifying and attracting top talent in the insurance industry.Key ResponsibilitiesDevelop and implement effective recruitment strategies to attract top insurance...

About Wolters Kluwer Financial Services, Inc.We are a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence.Job SummaryThe Senior Field Sales Executive role offers growth...

Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Charleston International Airport. The successful candidate will be responsible for coordinating and participating in the design, testing, implementation, and review of complex manual and automated financial and accounting systems and processes.Key ResponsibilitiesAssist...

About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Office Manager. As a key member of our operations team, you will be responsible for ensuring the smooth day-to-day functioning of our office and remote operations in South Carolina.Key ResponsibilitiesOversee the day-to-day office and remote operations,...

Beacon Hill Financial is seeking a skilled Junior Accountant to join their team in McLean, VA. As a key member of the accounting department, this role will report directly to the Director of Accounting and be responsible for processing accounts payable and internal employee expense reports.The ideal candidate will have a strong background in accounting and...

Job Summary:Voya Financial is seeking a highly skilled Senior Program Manager to lead the delivery of large and significant projects or medium to large programs. The ideal candidate will have a proven track record of managing projects with high complexity, risk, and scope, and will be able to work effectively with cross-functional teams to drive business...

The Strategic Planning Director plays a pivotal role in driving growth-oriented strategies across MUSC. This position requires strong leadership skills, with a focus on developing and implementing value-oriented strategies to guide transformative population health initiatives.As a key member of the Strategic Planning Team, the Director will work closely with...

Financial Advisor OpportunityTrajan Wealth, a leading Registered Investment Advisor (RIA) firm, is seeking a seasoned Financial Advisor to join our team in Charleston, SC. With over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA), we offer a unique opportunity for experienced professionals to grow their careers and make a...

Job SummaryThe Strategic Planning Director plays a pivotal role in driving growth-oriented strategies across MUSC. This position requires strong leadership and collaboration skills to develop and implement value-driven initiatives that elevate MUSC's impact in South Carolina and position it as a national leader in academic healthcare.Key...

This position provides comprehensive personal financial services to military service members and their families at assigned installations. The role involves delivering a full range of financial counseling services, including one-on-one counseling, briefings, and presentations. The successful candidate will work closely with installation and military branch...

About Trajan Wealth LLCTrajan Wealth LLC is a leading Registered Investment Advisor (RIA) firm with over $2.5 billion in Assets Under Management (AUM) and Assets Under Advisement (AUA). We are committed to excellence and fiduciary responsibility, offering a unique integrated approach that combines financial advisory services with comprehensive estate...

Job SummaryWe are seeking a highly skilled Senior Java Technical Lead to join our team at Voya Financial. This role will be supporting the Benefitfocus side of the business, requiring a senior full stack Java technical lead who is well skilled in the design of business functions, applications, information and infrastructure architectures. The ideal candidate...

Job SummaryCardinal Health is seeking a skilled Financial Operations Specialist to join our team. As a key member of our finance operations team, you will be responsible for core financial operation processes, including customer and vendor contract administration, customer and vendor pricing, rebates, billing vendor chargeback research and reconciliation,...

Job SummaryThis position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal financial counseling services to military service members and their families at military installations. Services encompass education and counseling addressing financial services, including...

Job DescriptionWe are seeking a highly skilled Senior Accountant to support the financial operations of our Charleston, SC studios. As the Senior Accountant, you will ensure compliance with accounting standards and provide valuable financial insights to guide business decisions.Key Responsibilities:Hands-on experience in end-to-end accounting activities and...