Senior Wealth Planner High Net Worth Clients
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm based in South Carolina is seeking an experienced Wealth Advisor to provide tailored wealth management advice to high net worth clients. Candidates should have at least 5 years of experience in financial planning, a Bachelor's degree, and hold certifications such as Series 65, CFP or CFA. The role involves preparing comprehensive financial plans, cultivating client relationships, and mentoring new advisors.
The compensation ranges from $70,200 to $125,000 per year, based on experience and location.
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Position Requirements
10+ Years
work experience
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