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Senior Wealth Advisor - Holistic Planning
Job in
Piedmont, Greenville County, South Carolina, 29673, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in South Carolina is seeking a Wealth Advisor to provide comprehensive financial advice to high net worth clients. This role requires building and maintaining strong client relationships while preparing tailored financial plans. The ideal candidate has at least 5 years of experience in financial planning and necessary certifications. A collaborative environment fosters professional growth, alongside competitive compensation ranging from $70,200 to $125,000 per year, reflecting individual skills and experience.
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Position Requirements
10+ Years
work experience
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