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Wealth Planning Consultant Mass Affluent

Job in Seneca, Oconee County, South Carolina, 29672, USA
Listing for: First Citizens Bank
Full Time position
Listed on 2025-12-21
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
Position: Wealth Planning Consultant for Mass Affluent
A leading financial institution in South Carolina is seeking a Financial Consultant to provide expert advice on investment opportunities to mass affluent clients. The ideal candidate will focus on business development and client relationships, promoting investment products and services. Required qualifications include a Bachelor's Degree with 6 years of experience or a high school diploma with 10 years of experience in the field, along with necessary securities licenses.

This role is a unique opportunity to grow in a stable and supportive environment.
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