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Phone- Wealth Advisor Impact
Job in
Fort Mill, York County, South Carolina, 29715, USA
Listed on 2026-02-10
Listing for:
LPL Financial
Full Time
position Listed on 2026-02-10
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Fort Mill seeks a Wealth Advisor to provide investment solutions to affluent clients. The role involves delivering financial advice over the phone, preparing client reports, and enhancing the customer experience. Candidates should have a Bachelor's degree, a Series 7 license, and at least two years of client service experience. The position offers a competitive salary range and a range of benefits including 401K matching and health coverage.
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