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Private Client Financial Planner – Wealth Management

Job in Sumter, Sumter County, South Carolina, 29153, USA
Listing for: Oxford Solutions
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 65000 - 78000 USD Yearly USD 65000.00 78000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm in South Carolina is seeking an experienced Financial Planner to join their team. In this role, you will manage a portfolio of client relationships, provide tailored financial planning and investment advice, and collaborate with other professionals to deliver comprehensive solutions. Ideal candidates have 3+ years of experience, strong communication skills, and either a Series 65 license or CFP.

This position offers a competitive salary and the opportunity for commissions.
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