Commercial Relationship Manager II First Horizon BankCommercial Relationship Manager IIMount Pleasant, SCHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree, 3-10 years of experience or equivalent combination of education and experience.
Wealth Management Advisor MassMutual South CarolinaWealth Management AdvisorCharleston, SC$200,000–$500,000 / yearAbout Us: MassMutual South Carolina is a premier financial services firm dedicated to helping individuals and businesses achieve long-term financial security through personalized guidance and local expertise. The Opportunity: We are seeking an experienced Wealth Management Advisor focused on high-net-worth individuals and families, providing sophisticated strategies to protect and grow their legacy.
J.P. Morgan Wealth Management - Private Client Advisor - Greenville, SC JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Greenville, SCGreenville, SCFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Boiling Springs, SC JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Boiling Springs, SCBoiling Springs, SCFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wealth Management & Investment Advisor First Mid Bancshares, Inc.Wealth Management & Investment AdvisorColumbia, South CarolinaResponsibilities include, but are not limited to: Manage a client book of business by helping them plan for what’s important to them, recommending services and solutions that are most appropriate to meet their client’s needs, and providing ongoing guidance and monitoring to develop a long-lasting relationship. We are currently looking for experienced financial advisors looking to grow their career, who share similar values and are eager to make a difference in our client’s financial lives.
J.P. Morgan Wealth Management - Private Client Advisor - Murrells Inlet, SC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Murrells Inlet, SCMurrells Inlet, SCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Boiling Springs, SC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Boiling Springs, SCSCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Myrtle Beach, SC JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Myrtle Beach, SCMyrtle Beach, SCUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Associate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorMount Pleasant, SCThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorCharleston, SCThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
Associate Wealth Advisor Beacon Pointe AdvisorsAssociate Wealth AdvisorMount Pleasant, SCThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorCharleston, SCThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
Wealth Advisor REV Federal Credit UnionWealth AdvisorSummerville, SCThe Wealth Advisor partners with branch teams and internal stakeholders to grow advisory relationships, ensure regulatory compliance, and deliver an exceptional member experience aligned with REV's mission and values.\n \nDuties & Responsibilities\n \nAssumes responsibility for member relationship management and advisory services:\n\n Serves as the primary wealth advisor for assigned members, providing holistic financial planning and investment guidance.\n \nSkills & Qualifications\n \nEducation/Certifications & Experience:\n\n Bachelor's Degree in Finance, Business, or related field preferred; or equivalent combination of education and experience.\n Minimum five (5) years of experience in wealth management, financial advisory, or investment services.\n Active and valid FINRA Series 7 license required.\n
Wealth Advisor REV CareerWealth AdvisorSummerville, South CarolinaHowever, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. This role focuses on building and deepening long-term advisory relationships, delivering personalized investment and planning strategies, and supporting members through all stages of their financial journey.
Trust and Wealth Advisor Synovus Financial CorpTrust and Wealth AdvisorGreenville, SCParticipate in or conduct various meetings with fiduciary/investment management clients and prospects for fiduciary/investment management services. Meet all the client''s financial needs, both business and personal, and refer clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc.
NewWealth Advisor: Retirement & Estate Planning Find Great People | FGPWealth Advisor: Retirement & Estate PlanningGreenville, SCThe ideal candidate should have a client-first mindset and be able to conduct thorough reviews of client retirement accounts, guiding clients through the rollover process while maintaining documentation and support throughout. Find Great People | FGP is a growing wealth management firm seeking a passionate individual to join their team in Greenville, SC.
Private Wealth Investment Management Specialist Bank of AmericaPrivate Wealth Investment Management SpecialistColumbia, South CarolinaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
Registered Wealth Management Client Associate Bank of AmericaRegistered Wealth Management Client AssociateMount Pleasant, South CarolinaOur Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Wealth Management Client Associate Bank of AmericaWealth Management Client AssociateHilton Head, South CarolinaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerColumbia, SC$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerColumbia, SC$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerColumbia, SC$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerColumbia, SC$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Asset & Wealth Management - Renewable Energy Tax Senior Associate PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior AssociateColumbia, SC$77,000–$214,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: • Respond effectively to the diverse perspectives, needs, and feelings of others.
NewPrivate Wealth Client Associate Bank of America CorpPrivate Wealth Client AssociateColumbia, SC$25–$44 / hourOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.
Advisor Development Program - Financial Solutions Advisor Trainee: Centre Park Drive Financial Center Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee: Centre Park Drive Financial CenterColumbia, South CarolinaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Advisor Northwestern MutualFinancial AdvisorGreenville, South Carolina$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Merrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill MarketGreenville, SCBack to search results Merrill Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market Greenville, South Carolina; Macon, Georgia; Columbia, South Carolina; Spartanburg, South Carolina Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: Southeast Coastal Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Southeast Coastal MarketMount Pleasant, South CarolinaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Senior Advisor Communications & OBA Principal LPL Financial Holdings IncSenior Advisor Communications & OBA PrincipalFort Mill, SC$74,057–$123,497 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Financial Advisor - Independent Office The Provider FinderFinancial Advisor - Independent OfficeCharleston, South CarolinaBenefit from the ability to build and manage your own book of business while having a young but experienced group of financial professionals to collaborate with and share ideas. The ideal candidate will have a strong understanding of wealth management and financial planning, as well as experience working with clients to help them achieve their financial goals.
Financial Advisor Support Specialist I - Greenville, SC TD BankFinancial Advisor Support Specialist I - Greenville, SCGreenville, SC$24–$33.50 / hourTotal Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
Employee Benefits Advisor Hub International LtdEmployee Benefits AdvisorNorth Charleston, SCABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com.
Commercial Lines Advisor Hub International LtdCommercial Lines AdvisorGreenville, SCABOUT HUB INTERNATIONAL: HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com.
Employee Benefits Advisor Hub International InsuranceEmployee Benefits AdvisorNorth Charleston, South CarolinaHUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
Commercial Lines Advisor Hub International InsuranceCommercial Lines AdvisorGreenville, South CarolinaHUB International Limited (“HUB”) is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 21,000 employees in 600+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.
Premier Advisor - Murrell Inlet, SC Truist BankPremier Advisor - Murrell Inlet, SCMurrells Inlet, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Greater Spartanburg, Inman & Boiling Springs, SC Truist BankPremier Advisor - Greater Spartanburg, Inman & Boiling Springs, SCSpartanburg, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Conway, SC Truist BankPremier Advisor - Conway, SCConway, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Greenville, SC Truist BankPremier Advisor - Greenville, SCGreenville, South CarolinaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Conway, SC Truist Financial CorpPremier Advisor - Conway, SCConway, SCUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Murrell Inlet, SC Truist Financial CorpPremier Advisor - Murrell Inlet, SCMurrells Inlet, SCUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Premier Advisor - Greenville, SC Truist Financial CorpPremier Advisor - Greenville, SCGreenville, SCUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
NewParaplanner, Associate Advisor Apollon Wealth ManagementParaplanner, Associate AdvisorCharleston, SCFull timeOur practice is growing with a clear long-term vision: become the preeminent special needs financial planning firm in the Southeast, built on a team model where skilled planners grow into trusted advisors with real client relationships and meaningful financial participation in the results they produce. Support seasonal planning workflows across our three structured meeting seasons — spring (tax planning and plan refresh), summer (insurance, estate review, mid-year check-ins), and fall (year-end planning and investment review).
AVP, Insurance Solutions & Advisor Enablement LPL Financial Holdings IncAVP, Insurance Solutions & Advisor EnablementFort Mill, SC$106,605–$177,572 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
Vice President of Overlay Portfolio Management LPL Financial Holdings IncVice President of Overlay Portfolio ManagementSC$161,092–$268,418 / yearJob Overview: Lead the evolution, design, and enterprise execution of centrally managed advisory and overlay platforms (Overlay Trading, Tax Overlay, Direct Indexing, Managed Wealth), delivering scalable change, disciplined releases/conversions, and measurable improvements to advisor experience, risk posture, and quality. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
VP, Product Management - W2 & Affiliate Models LPL Financial Holdings IncVP, Product Management - W2 & Affiliate ModelsFort Mill, SC$135,960–$226,600 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
VP, Technology Portfolio Management - Data, Analytics & AI LPL Financial Holdings IncVP, Technology Portfolio Management - Data, Analytics & AIFort Mill, SC$141,419–$235,664 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
AVP, Product Manager - Identity & Access Management (IAM) LPL Financial Holdings IncAVP, Product Manager - Identity & Access Management (IAM)Fort Mill, SC$109,283–$182,104 / yearThe firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.
VP, Product Manager - Identity & Access Management (IAM) LPL Financial Holdings IncVP, Product Manager - Identity & Access Management (IAM)Fort Mill, SC$135,960–$226,600 / yearAs a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.