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Retirement Planning Advisor - Client
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-02-06
Listing for:
Boutique Recruiting
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A client-focused financial advisory firm in South Carolina seeks a Service Advisor to collaborate with senior Financial Advisors. You will manage client portfolios, prepare and present financial plans, and enhance relationships through upselling annuities. Qualified candidates should have 2-5 years in financial services, possess a Series 65 or CFP, and be comfortable with annuities. This firm offers a strong team culture with opportunities for mentorship and professional growth, alongside competitive benefits.
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