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Senior Wealth Advisor: Holistic Planning High Net Worth
Job in
Greer, Greenville County, South Carolina, 29651, USA
Listed on 2026-02-27
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor in Greer, SC to provide comprehensive wealth management advice to high net worth clients. The role entails preparing customized financial plans, cultivating client relationships, and leading a wealth advisor team. Candidates must possess a Bachelor's degree, 5+ years of relevant experience, and hold a Series 65, CFP, or CFA certification.
A commitment to continuous learning and client service is essential. Competitive compensation between $70,200 and $125,000 per year is offered.
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Position Requirements
10+ Years
work experience
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