Senior Wealth Planner ‑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
Wealth Management, Financial Advisor, Financial Consultant
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 role requires a bachelor's degree, over 5 years of relevant experience, and certifications such as Series 65, CFP, or CFA. Responsibilities include developing financial plans, managing client relationships, and training new team members. Competitive compensation ranges from $70,200 to $125,000 annually, depending on experience and location.
Join a team that values professional growth and inclusivity.
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Position Requirements
10+ Years
work experience
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