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Senior Wealth Advisor High-Net-Worth Clients
Job in
Simpsonville, Greenville County, South Carolina, 29680, 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 Advisor
Job Description & How to Apply Below
A financial services firm in South Carolina is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, relevant certifications like Series 65 or CFP, and 5+ years of experience in financial planning. This role involves cultivating client relationships, preparing customized financial plans, and mentoring staff. The firm offers competitive compensation based on a range of $70,200 to $125,000 annually with opportunities for further incentives.
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Position Requirements
10+ Years
work experience
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