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 Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services firm in Piedmont, South Carolina is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. You'll cultivate client relationships and create customized financial plans while working closely with a supportive team. The ideal candidate has over 5 years of relevant experience and must hold Series 65, CFP or CFA certifications.
The firm offers a competitive salary range from $70,200 to $125,000, reflecting the cost of talent across various U.S. geographic markets.
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Position Requirements
10+ Years
work experience
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