Senior Wealth Advisor High-Net-Worth Clients
Job in
Piedmont, Greenville County, South Carolina, 29673, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management, Banking & Finance
Job Description & How to Apply Below
A national financial services firm in South Carolina is seeking a Wealth Advisor to deliver comprehensive wealth management solutions to high net worth clients. Responsibilities include preparing customized financial plans and cultivating client relationships. Ideal candidates have a Bachelor's degree, over 5 years of relevant experience, and must possess Series 65, CFP, or CFA credentials. The firm promotes continuous education and offers competitive compensation, reflecting geographical market rates.
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Position Requirements
10+ Years
work experience
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