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
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The successful candidate will prepare customized financial plans, cultivate client relationships, and work alongside a team to deliver exceptional service. Required qualifications include a bachelor's degree and 5+ years of experience in financial planning, along with Series 65, CFP or CFA certifications.
This role offers competitive compensation ranging 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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