Our Client is seeking a highly-motivated, detail-oriented Financial Planner to join their team. The ideal candidate will provide comprehensive financial planning and advisory services to clients, helping them achieve their financial goals and secure their financial future. This role involves analyzing clients’ financial situations, developing customized plans, and offering strategic…
Our client, a financial serves organization, is looking to add a Director of Credit to their team. This role will provide credit review and oversight to assess the quality of lending and ongoing management of credit risk.
Essential Functions
Lead complex initiatives including those that are cross-functional with broad impact and act as…
The Financial Planning Professional assists the Advisor in determining various opportunities to educate and clients to help achieve their financial goals. The position will require extensive research and analysis of client data, various planning software and various other tools to provide a clear and concise financial plan. Extensive knowledge in…
Job Purpose/Summary:
To manage the development, interpretation, and reporting of financial information to support the attainment of Company objectives.
Essential Functions/Responsibilities:
Develop and maintain general ledger accounts in accordance with accepted accounting standards. Maintain general ledger revenue and expense accounts to report financial results to management.
Prepare and present confidential financial statements to management.
Analyze…
The Financial Planning Professional assists the Advisor in determining various opportunities to educate and clients to help achieve their financial goals. The position will require extensive research and analysis of client data, various planning software and various other tools to provide a clear and concise financial plan. Extensive knowledge in…
Company HQ located in SC – however this role is fully remote for EST and CST candidates
M365 Administrator
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A financial organization in Gainesville, GA is seeking a warm and friendly Office Coordinator. This administrative role supports a high performing financial planning team as they serve clients. Important traits to have include the ability to thrive in a fast-paced, team-oriented environment, high attention to detail, strong communication skills, and…
Our Client is looking for an Associate Wealth Advisor for their Greenville, SC and Charleston, SC offices. This person is responsible for assisting in client advisory, investment management, financial planning and administrative aspects of client services. This individual will work directly in coordination with both Senior Wealth Advisors and Senior…
IT Project Coordinator – Columbia, SC
12-month contract
US Citizen
Manages small-scale, low-risk IT projects and supports higher-risk initiatives led by project managers.
Coordinates tasks across IT and business teams, ensuring effective communication and alignment.
Prepares regular project reports, including updates on progress, budget, risks, and issues.
Maintains project tools and documentation in Microsoft Project, SharePoint,…
We are seeking a professional Payment Poster to join a team in Liberty, SC. The ideal candidate will have 2-3 years of relevant experience in Payment Posting. This is a temporary to hire opportunity with full benefits once hired on.
Job Description:
Key all payments, insurance and patient pay into the appropriate…
