Senior Wealth Advisor High-Net-Worth Clients
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 Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
Location: Travelers Rest
A financial services firm in Travelers Rest, SC, is looking for an experienced Wealth Advisor to provide tailored financial management to high net worth clients. Responsibilities include developing comprehensive financial plans, managing client relationships, and mentoring new associates. Candidates should have a Bachelor's degree, at least 5 years of relevant experience, and hold Series 65, CFP, or CFA certifications.
This role offers a competitive salary ranging from $70,200 to $125,000 per year along with additional incentives.
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Position Requirements
10+ Years
work experience
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