- Edward Jones (Florence, SC)
- **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Raymond James Financial, Inc. (Florence, SC)
- …through on-going education. **Essential Duties and Responsibilities:** * Partners with Financial Advisor to review clients' current portfolio design, understand ... techniques * Operating client relationship manager system and other required software applications to produce financial plans,...field with a minimum of two (2) years of experience in the financial , retirement and estate… more
- Truist (Rockingham, NC)
- …and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is ... client trades and transactions. 2. Receive and place orders as directed from Financial Advisor and assigned clients. Reply to queries regarding general market… more