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Client-Facing Retirement Planner & Partner
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-01-23
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-01-23
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Greenville, SC, is seeking a Service Advisor to manage a high-value retirement client portfolio. In this dynamic role, you will partner with senior Financial Advisors, prepare financial plans, and build strong client relationships through proactive service and upselling. The ideal candidate will have 2-5 years of experience in financial services, strong communication skills, and a Series 65 or CFP certification.
Join a fast-growing firm with great mentorship and benefits.
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