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…
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…
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…
The Loan Service Representative is knowledgeable of features of products and services to drive that exceptional customer experience. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. Must be able to pass background, credit and drug screen.
Responsibilities:
Identifies and responds to…
A Wealth Management firm in Columbia is seeking a Senior Client Services Advisor to join their team. The ideal candidate will have several years of experience in the financial services or wealth management industry. They will also ideally hold their Series 7 and 66 or obtain these after starting in…
Job Description:
We are seeking a Legal Collections Specialist to join our dynamic team. This role will focus on managing collections through legal remedies, conducting thorough research on contract collectability, and working with a nationwide network of attorneys to pursue collection strategies. Experience in commercial collections, contract litigation, or bankruptcy is…
Are you an experienced tax professional looking for a leadership opportunity where you can truly make an impact? We’re partnering with a rapidly growing financial services company in Greenville, SC, to find a Director of Tax to join their leadership team. This is a unique opportunity to guide tax reporting,…
Job Summary:
We are seeking a detail-oriented and customer-focused individual to join our Mortgage Customer Service team. As a Mortgage Customer Service Representative, you will assist borrowers with inquiries related to their mortgage accounts, provide payment support, and offer information regarding tax documents. This role requires a strong ability to learn…
