Senior Wealth Advisor – High Net Worth Planning
Job in
Greer, Greenville County, South Carolina, 29651, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A national financial services firm located in South Carolina is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing customized financial plans, cultivating client relationships, and actively participating in client acquisition efforts. Candidates should have a Bachelor's degree and 5+ years of experience in financial planning. A Series 65, CFP or CFA is required.
This position offers a competitive salary range and a supportive work culture.
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Position Requirements
10+ Years
work experience
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