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Senior Wealth Advisor - Holistic Planning
Job in
Travelers Rest, Greenville County, South Carolina, 29690, USA
Listed on 2026-02-22
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Travelers Rest
A national financial services firm located in Travelers Rest, SC, is seeking an experienced Wealth Advisor. This role includes providing comprehensive wealth management advice, preparing tailored financial plans, and mentoring new associates. The ideal candidate should have a Bachelor's degree and at least 5 years of relevant experience, along with Series 65, CFP, or CFA certifications. A strong background in wealth management with high net worth clients is essential.
This firm values professional growth and a balanced work environment.
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Position Requirements
10+ Years
work experience
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