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HNW Wealth Advisor — Regional & Client Solutions
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-01-12
Listing for:
First National Bank
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor, Banking & Finance
Job Description & How to Apply Below
A financial services company seeks a Wealth Advisor responsible for driving new revenue and managing relationships with high-net-worth clients. The ideal candidate will have a BA/BS, at least 5 years of related experience, and strong project management and communication skills. Responsibilities include promoting investment services, preparing compliance documentation, and engaging in community events. Skills in MS Office and experience in financial services are essential for success in this role.
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