Top 14 Wealth manager Jobs in Greenville, Sc

Investment Analyst
United Community Bank —Greenville, SC
- $72,892 - $87,329 a year
- Full-time
- Office
- Bachelor's degree
- Senior level
4d
Employee Benefits Financial Analyst
HUB International —Greenville, SC
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Paid parental leave
9d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Greenville, SC
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
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 Trainee (SC)
Bankers Life —Greenville, SC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Regional Vice President of Sales (Florida)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
13d

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Investment Analyst
United Community Bank —Greenville, SC
Communicate portfolio and manager information to Portfolio Managers in field. The Investment Analyst will also develop efficient portfolios and portfolio models…
$72,892 - $87,329 a year
4d
Employee Benefits Financial Analyst
HUB International —Greenville, SC
Typical functions include but are not limited to gathering and auditing monthly financial data & completing initial technical sections of financial deliverables…
9d

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Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Columbus, OH
In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
$63,750 - $106,250 a year
6d

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wealth manager jobs near greenville, sc

Investment Analyst

United Community Bank -
Greenville, SC

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Job Details

Full-time
$72,892 - $87,329 a year
4 days ago

Qualifications

Bachelor's degree

Full Job Description

Overview:

The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth Management. The Investment Analyst will also develop efficient portfolios and portfolio models with differing risk profiles for Wealth Management clients and prospects. The Investment Analyst will present recommendations on managers and portfolios to the Asset Management Council and the Director of Research. He/she will also prepare communications designed to inform Portfolio Managers regarding investment manager selections, portfolio construction and tactical changes to same.

What You’ll Do:

Perform research and due diligence on external investment managers.
Perform regular manager searches for variety of asset classes and vehicles.
Contact fund and manager firms for updates on strategies and performance.
Present findings and recommendations to Asset Management Council and WM Management.
Develop efficient portfolios and models for different objectives across risk spectrum.
Document findings for compliance and audit.
Communicate portfolio and manager information to Portfolio Managers in field.
Review non-approved assets received in-kind on new accounts.
Perform annual reviews on non-approved assets.

Requirements For Success:

Bachelor’s degree required; Graduate degree preferred.
Preferred certifications: Certified Financial Analyst or CFA candidate.
6+ or more years investment experience with emphasis on manager research.
Ability to work well independently and in a team environment.
Good analytical, verbal, and written communication skills.

Conditions of Employment:

Must be able to pass a criminal background & credit check
This is a full-time, non-remote position

FLSA Status

Exempt

Ready to take your career to the next level? Apply now and become a vital part of our team!

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Pay Range: USD $72,892.00 - USD $87,329.00 /Yr.

Apply Now

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wealth manager jobs in greenville, sc

Investment Analyst

Employee Benefits Financial Analyst

Wealth Management Associate - Retirement Benefits Group

Financial Professional - Retirement Benefits Group

Wealth Management Trainee (SC)

Regional Vice President of Sales (Florida)

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