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Senior Wealth Planner High-Net-Worth Clients
Job in
Simpsonville, Greenville County, South Carolina, 29680, USA
Listed on 2026-02-22
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor to provide comprehensive advice to high net worth clients. This role involves preparing customized financial plans, leading client relationships, and executing client requests. Applicants must have a Bachelor's degree, 5+ years of relevant experience, and hold Series 65, CFP or CFA certifications. The position offers a competitive salary, ranging from $70,200 to $125,000 per year, based on experience and location.
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Position Requirements
10+ Years
work experience
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