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Senior Wealth Planner 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
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A national financial services firm located in South Carolina seeks a Wealth Advisor to provide comprehensive wealth management advice. The role involves preparing financial plans, cultivating client relationships, and mentoring new associates. The ideal candidate will have 5+ years of relevant experience, a Bachelor's degree, and certification such as Series 65, CFP, or CFA. The firm offers competitive compensation ranging from $70,200 to $125,000 per year, fostering a culture of professional growth, teamwork, and work-life balance.
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Position Requirements
10+ Years
work experience
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