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Senior Wealth Advisor - Holistic Planning
Job in
Greer, Greenville County, South Carolina, 29651, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A national financial services firm in South Carolina is seeking an experienced Wealth Advisor to provide comprehensive wealth management services to high net worth clients. This role involves preparing customized financial plans and cultivating strong client relationships. Candidates must possess a Bachelor's degree, Series 65 or equivalent credentials, and have over 5 years of relevant experience. The firm promotes professional growth and offers competitive compensation ranging from $70,200 to $125,000 annually, based on various factors.
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Position Requirements
10+ Years
work experience
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