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Senior Wealth Planner ‑Net‑Worth Clients

Job in Greer, Greenville County, South Carolina, 29651, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 70200 - 125000 USD Yearly USD 70200.00 125000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Planner for High‑Net‑Worth Clients
A financial services firm in South Carolina is seeking a Wealth Advisor to provide expert guidance to high net worth clients. Responsibilities include developing tailored financial plans, fostering client relationships, and collaborating with wealth advisor teams. The ideal candidate will have a Bachelor's degree, Series 65, CFP or CFA, and at least 5 years of relevant experience. An opportunity to join a supportive team that values professional development and work-life balance is provided.

Compensation ranges from $70,200 to $125,000 annually.
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Position Requirements
10+ Years work experience
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