Senior Wealth Advisor: Holistic Planning High Net Worth
Job in
Travelers Rest, Greenville County, South Carolina, 29690, USA
Listed on 2026-02-21
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-21
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: Travelers Rest
A national financial services firm is seeking a Wealth Advisor in South Carolina. The role involves providing comprehensive wealth management advice to high net worth clients, preparing financial plans, and cultivating client relationships. Candidates must possess a Bachelor's degree, hold a Series 65, CFP or CFA, and have 5+ years of experience in financial planning or relevant fields. The firm emphasizes growth opportunities and values a diverse culture.
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Position Requirements
10+ Years
work experience
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