Top 7 Wealth management advisor Jobs in Spartanburg Sc

Wealth Management Advisor
Park National Bank —Spartanburg, SC
- Full-time
- Computer literacy
- Mid-level
- Office
- Retirement plan
Associate Financial Advisor
Edward Jones —Inman, SC
- Full-time
- Data analysis skills
- Research
- Mid-level
- Profit sharing
- Health savings account
Wealth Management Trainee (SC)
Bankers Life —Greenville, SC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Wealth Management Trainee (SC)
Bankers Life —Greenville, SC
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Wealth Management Advisor
Park National Bank —Spartanburg, SC
Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures.

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Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
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wealth management advisor jobs near spartanburg sc

Wealth Management Advisor

Park National Bank -
Spartanburg, SC

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Job Details

Full-time

Benefits

Retirement plan

Qualifications

Customer communication

Full Job Description

***Sponsorship not available for role.

Open to Wealth Management Advisor I or II based on level of experience.

RESPONSIBILITIES

Administer assigned trust accounts including personal trusts and estates (with non-complex attributes), custodial and managing agency accounts, escrow accounts, IRA’s, custodial depositories, retirement plans, etc.
Identify opportunities to grow existing relationships and develop new business including responsibility for cross-selling other bank services
Ensure compliance with IRS Code, applicable state Trust Code, and audit requirements by adhering to all policies and procedures
Collect and analyze customer information to determine proper financial products and advise on advantages and disadvantages of different financial products
Respond in a timely manner to trust related and banking issues
Coordinate and organize workflow, establish project schedules, review client accounts, and determine timeline of special projects
Assist in facilitating (developing content, scheduling, etc.) internal education programs regarding trust product and services
Participate individually in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
Deliver a consistent, high level of service within our Serving More standards
Other duties as assigned

COMPETENCIES

Interpersonal/Customer Service Skills
Written and Verbal Communication
Ability to understand and follow directions
Adaptable to change
Basic Computer Skills
Organizational Skills/Detail Oriented
Able to Multi-Task or Juggle Priorities
Ability to build collaborative relationships
Ability to work as part of a team

EDUCATION - CERTIFICATIONS - WORK EXPERIENCE

Bachelor’s degree in business or equivalent combination of education and work experience required

2-4 years related work experience required

SCHEDULE

Typical office hours are Monday through Friday 8am to 5pm. This position is exempt and full-time. A minimum 40 hours is required per week.

A flexible work arrangement may be available for this position. Please speak to the hiring manager for more information.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

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Refine Your Search

wealth management advisor jobs in spartanburg sc

Wealth Management Advisor

Associate Financial Advisor

Wealth Management Trainee (SC)

Relationship Manager – Private Wealth & Tax Solutions

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