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Senior Wealth Planner High-Net-Worth Clients
Job in
Travelers Rest, Greenville County, South Carolina, 29690, USA
Listed on 2026-02-20
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Travelers Rest
A leading financial services firm in South Carolina is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, 5+ years of relevant experience, and certifications such as Series 65, CFP, or CFA. Responsibilities include preparing customized financial plans, cultivating client relationships, and mentoring new associates. Competitive compensation includes a base pay ranging from $70,200 to $125,000 annually, based on experience and location.
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Position Requirements
10+ Years
work experience
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