Private Client Services Jobs in Rock Hill, SC

Valor Private Wealth, LLC - Charlotte, NC, United States

Advisor will be responsible for providing comprehensive financial planning, retirement planning, investment advice, and financial advisory services to clients. The role includes conducting analyses

from: linkedin.com - 14 days ago

LHH - Charlotte, NC, United States

commercial lending transactions, private equity transactions and other leveraged finance transactions. Communicate with opposing counsel and clients. Qualifications: Juris Doctor (J.D.) degree from a top tier

from: linkedin.com - 27 days ago

Marsh & McLennan Companies, Inc. - Charlotte, United States

makes us different and how you can thrive as a Client Manager at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance Competitive

from: efinancialcareers.com - 2 days ago

FPG - Charlotte, North Carolina

FPG - Charlotte, NC Financial Account Executive Location: Charlotte, NC Our client was founded in 2002 to serve public and private firms across Financial Services, Retirement Services 120000 - 130000

from: resume-library.com - 4 days ago

Morgan Stanley - Charlotte, United States

presentations in partnership with Financial Advisors / Private Wealth Advisors Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention Competitive

from: efinancialcareers.com - 14 days ago

BDO Consulting - Charlotte, North Carolina, USA

for financial services clients including multi-state alternative investment partnerships (hedge fund, fund of funds, private equity, real estate) Conducts detailed reviews of pass-through entity tax returns

from: Ivyexec.com - 26 days ago