Top 38 Financial advisor Jobs in Piedmont, Sc

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
23h
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 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
Financial Professional - 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
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
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
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

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financial advisor jobs near piedmont, sc

Planning Consultant - Greenville, SC

Fidelity Investments -
Greenville, SC

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Job Details

Full-time
10 days ago

Qualifications

Series 66
Series 7
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client’s planning needs. Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity’s offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring

FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
Minimum 2 years of financial services or relevant experience
Attainment of CFP® Certification is highly encouraged
Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
Ability to profile to understand planning needs and identify appropriate solutions
Vested interest in building relationships and being an advocate for clients
Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
Comfortable making outbound calls to further educate clients and uncover opportunities

The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity’s firm-wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Note: Fidelity will not provide immigration sponsorship for this position.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Relationship Management

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

financial advisor jobs in piedmont, sc

Planning Consultant - Greenville, SC

Financial Advisor

Financial Advisor (CPA Preferred)

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

Wealth Management Associate - Retirement Benefits Group

Financial Professional - Retirement Benefits Group

Wealth Operations Business Management Specialist

Wealth Management Advisor

Accelerated Path to Management

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