Top 52 Financial advisor Jobs in Greenville Sc

Financial Advisor (CPA Preferred)
Capital City Financial Partners —Greenville, SC
- $100,000 - $180,000 a year
- Full-time
- Background check
- Microsoft Outlook
- CPA
- Profit sharing
- Health savings account
Quick Apply
2d
Financial Advisor
Northwestern Mutual —Greenville, SC
- $68,000 - $125,000 a year
- Full-time
- Hybrid work
- Sales
- No experience needed
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Greenville, SC
- $70,000 - $125,000 a year
- Full-time
- No experience needed
- Mid-level
- Business development
- Health savings account
- Disability insurance
Quick Apply
Planning Consultant - Greenville, SC
Fidelity Investments —Greenville, SC
- Full-time
- Mid-level
- Office
- Mentoring
10d
Financial Advisor
United Community Bank —Greenville, SC
- Full-time
- Mid-level
- Finance
- Master's degree
1d
Financial Solutions Advisor Registration Candidate Consumer Investments - Woodruff Road Financial Center
Bank of America —Greenville, SC
- Full-time
- Background check
- Mid-level
- Office
2d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Greenville, SC
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Operations Business Management Specialist
TD Bank —Greenville, SC
- $91,000 - $145,600 a year
- Full-time
- 7 years
- Basic math
- Office
- Health insurance
- Paid time off
Accelerated Path to Management
New York Life - Tara Wray —Greenville, SC
- $60,000 - $150,000 a year
- Office
- Business development
- Recruiting
- AD&D insurance
- Disability insurance
Quick Apply
10d
Financial Professional - Retirement Benefits Group
Equitable Advisors —Greenville, SC
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Advisor
MassMutual South Carolina —Greenville, SC
- $200,000 - $500,000 a year
- Full-time
- Hybrid work
- Writing skills
- Research
- Mid-level
Quick Apply
1d
Wealth Management Trainee (SC)
Bankers Life —Greenville, SC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Retirement Education Specialist - Greenville South Carolina
ValuTeachers —Greenville, SC
- $50,000 - $250,000 a year
- Full-time
- Mid-level
- Communication skills
- Time management
- 403(b)
- Opportunities for advancement
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Joe Bond - State Farm Agent —Greenville, SC
- $60,000 - $150,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid time off
- Opportunities for advancement
Quick Apply
3d
Registered Representative - State Farm Agent Team Member
Adam Peterson - State Farm Agent —Greenville, SC
- $45,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Paid time off
- Opportunities for advancement
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Regional Vice President of Sales (Arizona)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Regional Vice President of Sales (Central Gulf)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays

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Financial Advisor (CPA Preferred)

Capital City Financial Partners -
Greenville, SC

Quick Apply

Job Details

Full-time
$100,000 - $180,000 a year
2 days ago

Benefits

Profit sharing
Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance
Retirement plan

Qualifications

Interpersonal skills
Bachelor's degree
Customer relationship management
Financial services
Time management

Full Job Description

About Us:

Capital City Financial Partners is a boutique financial planning firm headquartered in South Carolina. Specializing in retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premier middle market advisory firm of the Carolinas, focused on pre- and post-retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices.

Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized impact we can have on others’ lives. We believe our work is a calling v.s. a job. Professionalism defines each employee’s constant drive to improve themselves and develop new skills. Positivity is the standard for how we interact with each other and our clients. It describes our unwavering commitment to providing an exceptional experience and creating confidence in our clients’ financial futures. Our employees and clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Greenville, SC- is this you?

Job Description:

Are you a CPA, who enjoys working with people as much as you do working with numbers? Have you ever wanted to move out of the traditional accounting landscape and into a more strategic, relationship driven role, where your expertise directly shapes lives, not just returns? Our Business Development Financial Advisor role may be exactly what you’re looking for- it’s designed for professionals with strong technical foundations, like CPAs, who want to leverage their knowledge in a more dynamic, people-facing environment that allows you to look forward and tax plan, not just tax prepare.

The primary purpose of this position is to provide our prospective & current clients with an exemplary experience through exceptional service and top-tier industry knowledge. Our Business Development Financial Advisors, serving as the external face of the firm, build strong relationships and establish trust with prospective clients. Through meaningful conversation, this role uncovers desires, needs, worries, and goals of prospective clients. Business Development Financial Advisors then collaborate with Lead Financial Advisors & the Financial Planning Team to develop & implement customized financial strategies that exceed client expectations. By converting prospective clients into clients, Business Development Financial Advisors are critical to ensuring the firm can execute its mission.

Typical Responsibilities Include:

Convert prospective clients, sourced by the Marketing Department, into clients
Uncover & fully understand the desires and needs of prospective clients through intentional conversations
Follow the established 5-step sales process to ensure a consistent, exemplary experience is provided
Expand, manage, and retain strong prospective and client relationships
Assist in the design of each customized financial strategy
Transition clients to Lead Financial Advisor for the implementation of financial strategy

You Are Perfect For This Role If You Have:

An unwavering commitment to serve others
A belief that this is more than just a paycheck; that the work you do is purposeful
Bachelor’s degree (Business, Finance, Economics, or related major preferred)
3+ years of experience in the financial industry, advising experience preferred
Sales experience preferred
CPA license
Series 65 license, SC Life and Health Insurance License, and/or Series 6/7 welcomed
Superior organizational, interpersonal, & time management skills
You want to use your expertise to advise, educate, and create tangible impacts outside of the traditional accounting landscape
Excellent relationship building skills
Excellent communication skills, both verbal and written
Strong mathematical and analytical skills
Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
Experience with Redtail/CRM preferred

Traits We’re Looking For:

Strong initiative
People-oriented; relationship-focused
Honest & trustworthy
Positive, outgoing, engaging
Great listener & empathetic
Humbly Confident
Passion for service
Professional
Knowledgeable
Critical thinker
Persistent & dependable
Team player
Process-oriented

Compensation includes a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing) and covered advisor fees (state registration fees, technology, E&O).

The total compensation for this role will be $100,000- $180,000.

Please contact Jadyn McDonough at [email protected] with any questions or interest. We can't wait to meet you!

Job Type: Full-time

Pay: $100,000.00 - $180,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Retirement plan
Vision insurance

Application Question(s):

Are you willing to undergo a background check, in accordance with local law/regulations?
Are you seeking a meaningful career that goes beyond just earning a paycheck?
Would you describe yourself as relationship oriented?
Are you a Certified Public Accountant (CPA)?

Education:

Bachelor's (Preferred)

Experience:

Financial services: 3 years (Preferred)

Ability to Commute:

Greenville, SC 29607 (Required)

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in greenville sc

Financial Advisor (CPA Preferred)

Financial Advisor

Financial Advisor

Planning Consultant - Greenville, SC

Financial Advisor

Financial Solutions Advisor Registration Candidate Consumer Investments - Woodruff Road Financial Center

Wealth Management Associate - Retirement Benefits Group

Wealth Operations Business Management Specialist

Accelerated Path to Management

Financial Professional - Retirement Benefits Group

Wealth Management Advisor

Wealth Management Trainee (SC)

Retirement Education Specialist - Greenville South Carolina

Financial Services Representative - State Farm Agent Team Member

Registered Representative - State Farm Agent Team Member

Wealth Solutions Advisor

Regional Vice President of Sales (Arizona)

Regional Vice President of Sales (Central Gulf)

Empower Financial Planner

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