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Senior Wealth Advisor — UHNW Planning & Strategy
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
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A national financial services firm in Travelers Rest, South Carolina, seeks a qualified Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The role requires a Bachelor’s degree and 5+ years of relevant experience along with Series 65, CFP or CFA certification. Responsibilities include preparing customized financial plans, cultivating client relationships, and mentoring new associates. The firm offers a competitive salary ranging from $70,200 to $125,000 annually, based on experience and geographic location.
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Position Requirements
10+ Years
work experience
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