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Senior Wealth Planner High-Net-Worth Clients
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 is seeking a Wealth Advisor to provide comprehensive wealth management for high net worth clients. Responsibilities include preparing customized financial plans, cultivating client relationships, and participating in acquiring new clients. Candidates must have a bachelor's degree, 5+ years of relevant experience, and Series 65, CFP, or CFA certification. The role offers a dynamic work environment and a compensation range of $70,200 to $125,000 annually, reflecting the cost of talent across geographic markets.
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Position Requirements
10+ Years
work experience
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