Join Our Team

At Greenwood Capital our mission is to serve our clients, our communities, and our associates. We are always looking for highly motivated people with integrity to join our team of wealth and institutional professionals.

Do you enjoy setting high standards within a team? Do you find satisfaction in completing projects that require a high level of attention to detail? Interested in a rewarding career ? Then consider joining our talented team of professionals in either or Greenwood or Greenville SC offices.

Full Range of Benefits

We offer a total compensation package that includes competitive salary, retirement, medical, dental, vision, and life insurance. In addition, we promote a worklife balance by providing generous paid time off benefits. We are an equal opportunity employer.

About Us

Greenwood Capital Associates, LLC is a limited liability company organized under the state laws of South Carolina. Greenwood Capital was formed and registered with the Securities and Exchange Commission (SEC) in 2001. At that time, we acquired substantially all of the assets of Greenwood Capital Associates, Inc., an independent registered investment adviser founded in 1983. Greenwood Capital is principally owned by TCB Corporation (“TCB”), which acquired its ownership interest on July 31, 2008. While TCB is the majority owner of Greenwood Capital, it is not its operator; and as an owner with a long-term horizon, TCB is committed to ensuring we continue as an independent adviser. There are six active employee owners in the Firm.

We manage more than $1.5 billion in assets. Our Wealth team of Private Client Advisors provides  investment advisory services for individuals, families, foundations, endowments and trusts. Our team of Investment Managers develops and provides investment management for institutional clients, including municipalities, healthcare providers, charitable foundations, and higher education institutions, as well as our Wealth clients. In addition to direct retirement advice and investment management, we also provide group qualified retirement planning consulting services and optional group retirement plan investment management through a third-party administrator.

Private Client Specialist 

Greenwood Capital Associates | Greenville, SC

What We’re Looking For

Greenwood Capital is seeking a talented and knowledgeable professional to serve as a Private Client Specialist for its Greenville location. As a valued member of our team you would provide the right balance of advisor, client and technical support through assisting our clients with routine requests, initiating and analyzing financial plans, supporting our team of four advisors with new accounts, monitoring existing accounts and routine matters.  This position is a critical component of the overall desired client experience for Greenwood Capital and the wealth management division.  You may be an experienced professional that enjoys the satisfaction of supporting an established team, or seeking to join the professional workforce through entre and experience in the financial planning/wealth management industry. 

What You Can Expect

Financial Planning-work with the Private Client team on financial planning tasks and presentations

  1. Work with the Private Client team to collect and input data on financial planning clients. Analyze prospect and client financial positions; understanding investment styles, vehicles and tax positions
  2. Create and present completed financial plan to directing advisor; participate in client and prospect meetings, possessing knowledge and information to address client and prospect questions and concerns as they arise
  3. Uncover and explore additional planning and referral opportunities (insurance, debt maintenance, etc.); review and analyze estate and wills of clients and prospects; work with other professionals (CPA’s, attorney’s, etc.) to uncover and address client and prospects needs
  4. Assist advisor in presenting plan to clients and prospects, serving as a resource to address questions in an accurate and timely manner

Advisor Support – collaborate with the Private Client team to provide a quality client experience by supporting the Adviser in exceeding client servicing and new business development goals.

Client Servicing – as the potential first line client contact, the Private Client Specialist is responsible for the day-to-day response to client needs and requests. To ensure timely and accurate support, manages and coordinates all client account documentation, maintenance and support.

New Accounts – coordinate a quality client experience in on-boarding a new client relationship and/or additional client accounts with the Firm.

Skills & Education Requirements

  1. Bachelor Degree from an accredited College/University
  2. Experience in financial planning, investments and/or related areas; or any equivalent combination of education, training or experience which provides the required knowledge, skills and abilities.
  3. Hold (or obtain in 12 months / timeframe) Series 65 or other credentials that meet S65 registration requirements.
  4. Demonstrates professionalism in the work place appropriate to the position and company to include dress, verbal/oral communication and etiquette. Knowledge and consistent application of business communication standards.
  5. Proven ability to easily learn industry concepts and terminology, computer software; above average Excel and Word skills desired.

The Ideal Candidate:

  1. Financial planning designation (ie, CFP, ACWA, etc.)
  2. Degree in business, finance or related field
  3. Prior work experience with a broker or other financial services team.
  4. Prior work experience in a dynamic team environment with direct experience supporting a sales/marketing team.

If you believe you have the skills and qualifications to be an integral part of our firm, consider a career with Greenwood Capital, where our personal approach to a global investment perspective has been the key to our success. This is the place where you can truly expand your career potential with an organization that embraces growth, associate engagement, and an associate-friendly environment. This is a full-time position in a smoke and drug-free workplace. Compensation is commensurate with experience, education, and level of expertise.