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Senior Wealth Advisor ‑Net‑Worth Clients
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-01-15
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading wealth management firm in Greenville, South Carolina, is seeking a Wealth Advisor to manage high net worth clients by providing comprehensive financial plans and cultivating strong client relationships. The ideal candidate will have over 5 years of relevant experience, a Bachelor's degree, and hold either Series 65, CFP, or CFA. This role requires strong interpersonal skills and mastery of financial planning software, ensuring a commitment to client service and professional development.
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Position Requirements
10+ Years
work experience
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