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Senior Wealth Advisor - Holistic Planning
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
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A national financial services firm in Simpsonville is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The candidate will lead client relationships, prepare customized financial portfolios, and participate in continued education and training. Candidates must have a Bachelor's degree, Series 65, CFP or CFA certification, and 5+ years of relevant experience. This firm offers competitive compensation ranging from $70,200 to $125,000 per year, depending on experience and location.
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Position Requirements
10+ Years
work experience
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