Senior Wealth Advisor: UHNW Client Solutions
Job in
Travelers Rest, Greenville County, South Carolina, 29690, USA
Listed on 2026-03-01
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A national financial services firm in Travelers Rest is seeking a Wealth Advisor to provide comprehensive financial advice to high net worth clients. Responsibilities include cultivating client relationships and preparing customized financial plans. Candidates should possess a Bachelor's degree and have over 5 years of relevant experience in financial planning. Required certifications include Series 65, CFP, or CFA. The role offers a competitive salary range of $70,200 to $125,000 annually, reflecting the cost of talent across U.S. markets.
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Position Requirements
10+ Years
work experience
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