Wealth & Trust Advisor Compliance Focus
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services, Regulatory Compliance Specialist
Talentify is seeking a Wealth Management Advisor I or II in Spartanburg, SC. The role administers trust accounts, custodial and retirement plans, and related services, while identifying opportunities to grow client relationships and cross-sell bank services.
You will ensure IRS/Trust Code compliance, analyze client information to propose suitable products, and respond promptly to trust and banking issues. The position emphasizes risk management and customer service, with standard full-time hours.
We are looking to fill the Wealth & Trust Advisor – Growth & Compliance Focus position at Talentify in Spartanburg, SC, United States.
Join us at Talentify as our next Wealth & Trust Advisor – Growth & Compliance Focus in Spartanburg, SC, United States.
We are currently recruiting a Wealth & Trust Advisor – Growth & Compliance Focus for our team in Spartanburg, SC, United States.
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