Wealth Management Specialist jobs in Spartanburg, SC

Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)

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Lawn Specialist
  • TruGreen - Lawn Specialist - Greenville, SC
  • Columbus, NC FULL_TIME
  • TruGreen is Hiring Residential Lawn Specialists
    Immediate Openings in Greenville, SC

    At TruGreen, we are committed to our customers, our teams, our values, and the science of lawn care. A career with TruGreen is a career full of new opportunities to learn and take pride in your work. #BeTruGreen and find yourself with a satisfying and rewarding career

    Benefits

    • Start at $18.50 per hour
    • Average income is $850 - $1,200 per week* - Based on hourly rate and average bonuses earned for qualifying specialists meeting performance expectations
    • A job that keeps it interesting—no two days are alike, and you get to work outside instead of inside a stuffy office
    • Awesome teammates who are dedicated to our values, customers, lawn science, and YOU
    • Affordable medical and prescription drug plans
    • Financial health resources, including 401k
    • Training & development
    • PTO & sick leave

    Get Started

    • STEP ONE: Request info by submitting this form
    • STEP TWO: Complete the TruGreen online application (Provided upon completion of step one and takes about 10 min)
    • STEP THREE: Connect with a talent specialist to discuss the available roll (We'll contact you at the number provided)

    Job Description

    You are a TruGreen ambassador, responsible for creating positive relationships between our customers and our products. You help our customers live life outside.

    • Administer timely lawn applications
    • Diagnose and correct customer problems through service calls and other communications
    • Recommend and sell products and service information to new and existing customers, resulting in the growth of our customer base
    • Complete production reports, new sales forms, customer invoice forms, daily vehicle inspection reports, and cancel/skip notices

    About TruGreen
    As America's number one lawn care company, TruGreen is dedicated to using our science-based expertise and local experience to create beautiful, healthy properties across the nation. Through our lawn and tree & shrub services, we help improve the health and beauty of outdoor spaces everywhere, so people can live life outside.

    Requirements

    • The ability to speak, read, and write fluently in English is required
    • You MUST BE physically located in the United States while performing this job
    • All positions require a valid driver's license and some may require appropriate state/local licensing

    Interested in a career with TruGreen? Apply Now

    We are an Equal Opportunity/Affirmative Action Employer - Minorities/Females/Protected Veterans/Individuals with Disabilities.

  • 21 Days Ago

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AR Management Specialist
  • Spartanburg Regional Healthcare System
  • Spartanburg, SC FULL_TIME
  • Position Summary The AR Management Specialist is responsible for the complete life cycle of a patient’s account. This life cycle includes a range of billing processes related to managing accounts read...
  • 26 Days Ago

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Remote Denials Management Specialist
  • Spartanburg Regional Healthcare System
  • Spartanburg, SC FULL_TIME
  • Position Summary This position is 100% remote. We will only consider remote applicants residing in the following US states – AL, AZ, CT, DE, FL, GA, IN, KS, KY, LA, MD, MI, NC, PA, RI, SC, VA, WV, and...
  • 1 Month Ago

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Senior Control Management Specialist
  • B10 Wells Fargo Bank, N. A.
  • Tryon, NC FULL_TIME
  • Why Wells Fargo: This is where your true career begins. We ranked #2 on the 2023 LinkedIn Top Companies list – and #1 among financial services companies – as the best workplace “to grow your career” i...
  • 2 Months Ago

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Loan Specialist
  • Regional Management Corp
  • Spartanburg, SC FULL_TIME
  • Are you ready to take your career to the next level? Regional strives to positively impact the financial lives of our customers.For over 35 years, our Team Members have been passionate about supportin...
  • 16 Days Ago

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WMS / SAP Support Specialist (Warehouse Management Systems)
  • BLG Logistics, Inc
  • Spartanburg, SC FULL_TIME
  • Company Overview BLG LOGISTICS is a seaport and logistics service provider with an international network. For more than 145 years, our hallmark has been logistics driven by both passion and pragmatism...
  • 1 Month Ago

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0 Wealth Management Specialist jobs found in Spartanburg, SC area

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Inside Sales Representative
  • Advisors South Carolina (JER-GV)
  • Spartanburg, SC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/15/2024 12:00:00 AM

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Financial Advisor
  • Northwestern Mutual
  • Mauldin, SC
  • Financial Advisor (Training and Licensing Provided) Our Greenville/Spartanburg financial advisory firm seeks new financi...
  • 4/14/2024 12:00:00 AM

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Remote Insurance Agent
  • Dorr Agency
  • Spartanburg, SC
  • Looking for your last career stop? Interested in an industry change? Seeking work-life balance? The Dorr Agency is seeki...
  • 4/14/2024 12:00:00 AM

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Remote Sales (Entry-Level & Room for Advancement)
  • The Jackson Agency
  • Spartanburg, SC
  • Interested in a fulfilling career that allows you to help others while making a great living around your schedule? Looki...
  • 4/12/2024 12:00:00 AM

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Life Insurance Specialist
  • The Alicea Insurance Agency
  • Greenville, SC
  • Organization Description: The Alicea Insurance Agency is an insurance and financial services agency. Our company was fou...
  • 4/12/2024 12:00:00 AM

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General Dentist - Spartanburg, SC
  • Eastside General Dentistry
  • Spartanburg, SC
  • General Dentist opportunity with a total compensation & sign on bonus! Eastside General Dentistry, is looking for a Gene...
  • 4/11/2024 12:00:00 AM

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General Dentist - Greenville, SC
  • Ashby Park Restorative and Cosmetic Dentistry
  • Greenville, SC
  • General Dentist for Part Time hours 2-3 days a week Ashby Park Restorative and Cosmetic Dentistry, is looking for a Gene...
  • 3/28/2024 12:00:00 AM

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General Dentist - Simpsonville, SC
  • Harrison Bridge Dental Care
  • Simpsonville, SC
  • General Dentist Opportunity with a Total comp package! Harrison Bridge Dental Care, is looking for a General Dentist to ...
  • 3/26/2024 12:00:00 AM

Spartanburg is the most populous city in and the seat of Spartanburg County, South Carolina, United States, and the 12th-largest city by population in the state. The city of Spartanburg has a municipal population of 37,013, and Spartanburg County has an urban population of 180,786 as of the 2010 census. The Spartanburg Metropolitan Statistical Area, including Spartanburg and Union counties, had a population of 317,057 as of the 2010-2014 American Community Survey 5-Year Estimates. Spartanburg is the second-largest city in the greater Greenville–Spartanburg–Anderson Combined Statistical Area, w...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$70,075 to $111,929
Spartanburg, South Carolina area prices
were up 1.5% from a year ago

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· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
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