Senior Wealth Planner High-Net-Worth Clients
Job in
Piedmont, Greenville County, South Carolina, 29673, USA
Listed on 2026-02-23
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-23
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm in South Carolina is seeking a skilled Wealth Advisor to provide wealth management advice to high net worth clients. The role includes preparing tailored financial plans, cultivating client relationships, and collaborating with a team to facilitate client requests. Candidates should have a Bachelor's degree, 5+ years' experience in financial services, and relevant certifications. The role offers a competitive salary ranging from $70,200 to $125,000 per year, depending on experience and geographical location.
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Position Requirements
10+ Years
work experience
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