Top 11 Wealth management Jobs in Simpsonville Sc

Financial Advisor
Trade Street Wealth Advisors —Greer, SC
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- Health insurance
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Financial Advisor
Northwestern Mutual —Greenville, SC
- $68,000 - $125,000 a year
- Full-time
- Hybrid work
- Sales
- No experience needed
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Wealth Management Trainee (SC)
Bankers Life —Greenville, SC
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Greenville, SC
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Wealth Management Advisor
Park National Bank —Spartanburg, SC
- Full-time
- Computer literacy
- Mid-level
- Office
- Retirement plan
Personal Financial Advisor - Greenville, SC
TD Bank —Greenville, SC
- $25.75 - $38.50 an hour
- Full-time
- Basic math
- Mid-level
- Business development
- Health insurance
- Paid time off
Financial Professional - Retirement Benefits Group
Equitable Advisors —Greenville, SC
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance

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Financial Advisor
Trade Street Wealth Advisors —Greer, SC
Serve as a Financial Advisor to clients by helping them develop and implement personalized financial plans and strategies. 401(k) with company match.
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Financial Advisor
Northwestern Mutual —Greenville, SC
Work with clients to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning,…
$68,000 - $125,000 a year
Quick Apply

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Associate Financial Advisor
TPM Placement —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
$110,000 - $130,000 a year
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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
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wealth management jobs near simpsonville sc

Financial Advisor

Trade Street Wealth Advisors
Greer, SC

Quick Apply

Job Details

Full-time

Benefits

Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
401(k) matching
Retirement plan

Qualifications

Risk management advisory services
Investment management advisory services
Administrative experience
Series 7
Bachelor's degree
Portfolio management advisory services
Investment client management
Financial planning experience within finance
Experience practicing in the securities industry
Retirement planning advisory services
Financial retirement planning

Full Job Description

Trade Street Wealth Advisors is seeking a motivated and relationship-driven Financial Advisor to join our growing team. We are looking for an individual who is eager to take an active role in serving clients, building long-term relationships, and contributing to the continued growth and success of our firm.

This opportunity is ideal for an advisor with 2+ years of experience in the financial services industry, or a professional who has obtained — or is actively pursuing — their CFP® designation and is ready to grow into a larger advisory role. The position offers meaningful client interaction, leadership opportunities, and the ability to play an integral part in financial planning and investment strategy discussions.

A current book of business is not required. We are seeking someone with strong interpersonal skills, a client-first mindset, and a desire to grow within a collaborative team environment.

This is an in-office position. Our firm operates as a small, collaborative, fast-paced office, so we value professionals who take initiative, think strategically, and enjoy working closely with a team where everyone contributes.

What You’ll Do:

Serve as a Financial Advisor to clients by helping them develop and implement personalized financial plans and strategies
Lead and participate in client meetings to discuss financial planning, retirement planning, and investment strategies
Review client accounts and portfolios regularly to ensure alignment with financial goals and objectives
Analyze client risk tolerance and recommend appropriate investment strategies
Provide fiduciary guidance and act in the best interest of clients at all times
Build and maintain long-term client relationships through proactive communication and trusted advice
Identify opportunities to strengthen existing client relationships and contribute to the overall growth of the firm
Take initiative in developing new client relationships and supporting business development efforts
Demonstrate leadership within the team by contributing ideas, improving processes, and helping strengthen the firm’s client service model

What We’re Looking For:

CFP designation or actively pursuing CFP
Series 7 License
5+ years of experience in financial services
Strong communication and relationship-building skills
Professional, ethical, and self-motivated
Ability to thrive in a small, fast-paced team environment

Benefits:

Competitive salary + bonuses
Health care benefits
401(k) with company match
11 paid national holidays
Paid vacation time

Schedule
Monday–Thursday: 9–5 (1-hour lunch)
Friday: 9–4 (1-hour lunch

Job Type: Full-time (In-office position)

If you're looking for an opportunity to grow as a financial advisor, build client relationships, and take on leadership within a growing firm, we’d love to connect.

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Retirement plan

Application Question(s):

Can you pass a background check?
Do you have your CFP designation or actively pursuing CFP?

Education:

Bachelor's (Required)

Experience:

Financial Advisor and Wealth Management: 2 years (Required)

License/Certification:

Series 7 (Required)

Ability to Commute:

Greer, SC 29650 (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth management jobs in simpsonville sc

Financial Advisor

Financial Advisor

Wealth Management Trainee (SC)

Wealth Management Associate - Retirement Benefits Group

Wealth Management Advisor

Personal Financial Advisor - Greenville, SC

Financial Professional - Retirement Benefits Group

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