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Senior Financial Advisor | Lead Client & Planning

Job in Greer, Greenville County, South Carolina, 29651, USA
Listing for: Trade Street Wealth Advisors
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
Position: Senior Financial Advisor | Lead Client Growth & Planning
Trade Street Wealth Advisors in Greer, SC is looking for a motivated Financial Advisor to join their team. The ideal candidate will have over 5 years of experience in the financial services industry and may have, or be pursuing, their CFP designation. This in-office role involves serving clients by developing personalized financial plans, leading meetings, and building long-term relationships. The firm offers a competitive salary, bonuses, a 401(k) with company match, paid vacation, and 11 national holidays.
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Position Requirements
10+ Years work experience
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