Financial Advisor
Not Disclosed•Full-TimeOn-site
location_on180, Buckstone Lane, Spartanburg County, South Carolina, 29307, United States
About the Opportunity
We are partnering with a highly respected wealth management group with offices in Greenville and Spartanburg, SC, to identify a Financial Advisor / Financial Planner to join their growing team. This is a rare opportunity with a top-notch organization that has been in our network for over five years. The firm is known for its outstanding reputation, strong leadership, and excellent long-term growth potential.
About the Role
The ideal candidate will combine strong relationship-building skills with the ability to confidently communicate financial concepts. In this role, you will support clients through personalized planning and help grow the business through proactive outreach and client engagement. You will serve as a trusted advisor, educating clients on financial planning strategies, investment concepts, and wealth management solutions in a clear and practical manner.
This position offers a base salary up to approximately $130,000 depending on experience. For experienced Financial Advisors, total compensation could exceed $200,000 to $250,000.
Work location
Work model: On-site
180, Buckstone Lane, Spartanburg County, South Carolina, 29307, United States
South Carolina
Key Responsibilities
- check_circleMeet with clients to assess financial goals and long-term objectives
- check_circleDevelop customized financial planning strategies aligned with client needs
- check_circleBuild and maintain strong client relationships through proactive communication
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Frequently asked questions about Financial Advisor at Robert Half
What does a Financial Advisor at Robert Half do?expand_more
A Financial Advisor at Robert Half is responsible for the following: Meet with clients to assess financial goals and long-term objectives; Develop customized financial planning strategies aligned with client needs; Build and maintain strong client relationships through proactive communication; and Conduct outreach efforts to generate new business opportunities.
What are the requirements for this Financial Advisor role?expand_more
Robert Half is looking for candidates who meet the following requirements: Experience in financial planning, financial counseling, or a closely related advisory role; Comfortable using computers, digital platforms, and standard business software; and Demonstrated success in inside sales, client outreach, or relationship-based phone support.
Where is the Financial Advisor role at Robert Half located?expand_more
Financial Advisor at Robert Half is based in 180, Buckstone Lane, Spartanburg County, South Carolina, 29307, United States. This is a on-site role.
Is this Financial Advisor job remote, hybrid, or on-site?expand_more
Robert Half has listed this Financial Advisor role as on-site.