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Senior Wealth Advisor High-Net-Worth Clients
Job in
Travelers Rest, Greenville County, South Carolina, 29690, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Location: Travelers Rest
A national financial services firm in Travelers Rest, SC seeks a Wealth Advisor to provide tailored wealth management solutions to high net worth clients. Responsibilities include creating customized financial plans and cultivating client relationships. Candidates must have a Bachelor's degree, over 5 years of relevant experience, and Series 65, CFP or CFA certifications. Competitive salary ranges from $70,200 to $125,000 based on factors like location and experience.
Join a diverse team committed to professional growth and community engagement.
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Position Requirements
10+ Years
work experience
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