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Private Wealth Advisor - CFP/CFA, High-Net-Worth Planning
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 Consultant, Wealth Management
Job Description & How to Apply Below
A national financial services firm is seeking an experienced Wealth Advisor to provide expert wealth management services to high net worth clients. Responsibilities include preparing customized financial plans and fostering lasting client relationships. Candidates should have a Bachelor's degree, 5+ years of relevant experience, and hold Series 65, CFP, or CFA certifications. The role offers competitive compensation ranging between $70,200 and $125,000 annually, based on experience and geographic location.
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