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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 AWAs after 2 years and eventually work toward becoming Wealth Advisors, developing their own client base through organic networks and custodian referral channels.
Our client, a well established commercial construction company in Columbia, is looking to add an experienced Project Accountant to their team. This role will be responsible for managing the financial aspects of construction projects. They will collaborate closely with project managers to monitor...
Exciting FP&A Analyst Opportunity with a Rapidly Growing Family-Owned Business Our client, a dynamic and fast-growing family-owned business in Simpsonville, SC, seeks a skilled FP&A Analyst to join their finance team. This is a unique opportunity for a finance professional with strong analytical...
Controller Role with Strategic Impact at a Respected Financial Firm We are partnering with a highly respected financial services firm to find an experienced Controller who will play a key role in shaping the company’s financial strategy and operations. If you have a strong background in financial...
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...
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...