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Senior Wealth Planner High-Net-Worth Clients
Job in
Fountain Inn, Greenville County, South Carolina, 29644, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial services firm based in South Carolina is seeking a Wealth Advisor. This role involves providing wealth management advice to high-net-worth clients and preparing comprehensive financial plans. The ideal candidate must have a Bachelor's degree, 5+ years of experience in financial planning, and hold a Series 65, CFP or CFA designation. A focus on client relationships and strong financial planning knowledge is essential.
The position offers competitive pay ranging from $70,200 to $125,000 annually, depending on various factors.
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Position Requirements
10+ Years
work experience
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