More jobs:
Client-Focused Financial Planner; CFP
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-02-22
Listing for:
Sage Financial Systems
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Columbia
A financial planning firm in Columbia, SC is seeking a dedicated individual for a full-time role. This position involves direct exposure to clients, working alongside subject matter experts in tax, insurance, and estate planning. Candidates should possess a Bachelor's Degree, the Certified Financial Planning® certification, and be self-motivated with an emphasis on relationship building. The first 90 days is a contract, after which full benefits and quarterly performance-based bonuses may be offered.
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