Senior Wealth Advisor

Daily Recruits, LLC; South Carolina; On-site; USD 150,000 - 175,000; Full time

Job summary

Daily Recruits, LLC is seeking a Wealth Advisor in Greenville, SC to provide comprehensive wealth management and build long-term client relationships with high-net-worth individuals and families. The role partners with a top-tier RIA platform to deliver personalized financial strategies and advance client outcomes.

The position emphasizes building a book of business, collaborating with specialists, and pursuing new opportunities while guiding clients through sophisticated planning and investment

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor.
• Proven track record of client acquisition and asset growth.
• Background in a wire-house, independent broker-dealer, bank, or RIA environment.
• Financial planning experience preferred.
• CFP®, CFA, or other professional designations preferred.
• Bachelor’s degree in Finance, Business, Economics or related field preferred.
• Key attributes: excellent communication, organization, interpersonal skills, team player yet self-starter, outgoing, sales-minded, self-motivated, multi-faceted.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience.
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve.
• Collaborate with internal specialists to deliver integrated solutions.
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach.

Skills

Client relationships

Asset growth

Financial planning

Communication

Team collaboration

Self-starter

Sales-minded

Education

Bachelor’s degree in Finance, Business, Economics or related field

CFP®, CFA or other professional designations preferred

Job description

Our client is a leading Registered Investment Advisory firm headquartered in Southern California with affiliate offices nationwide. The firm provides investment and wealth management services to institutions (endowments, foundations), HNW & UHNW individuals, and families.

The firm is seeking a Wealth Advisor in Greenville, SC. Wealth Advisor is responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join this firm leverage an industry-leading strategic platform of one of the largest and most successful RIAs in the country.

• We bring together holistic financial planning, access to institutional quality investments, life and legacy planning, and impact initiatives for clients.
• With centralized back-office services, resources, and technology, our platform capabilities are delivered and supported by a team of experts acting as an extension of our Advisors’ practice.
• Access to leading custodian retail referral programs provides an opportunity for enhanced lead flow and growth for our Advisors.

Responsibilities

• Build and manage a book of business by developing strong client relationships and providing best-in-class client experience.
• Deliver sophisticated financial planning and investment advice tailored to client goals and objectives, adjusting strategies as needs evolve.
• Collaborate with internal specialists to deliver integrated solutions.
• Identify and pursue new business opportunities through referrals, networking, and strategic outreach.

Qualifications

• 5+ years of experience as a Financial Advisor or Wealth Advisor
• Proven track record of client acquisition and asset growth
• Background in a wire-house, independent broker-dealer, bank, or RIA environment
• Financial planning experience preferred
• CFP®, CFA, or other professional designations preferred
• Bachelor’s degree in Finance, Business, Economics or related field preferred
• Key attributes of the successful candidate include excellent communication (written and verbal), organization and interpersonal skills, as well as the ability to work with a team, yet be a self-starter. We are looking for someone who is outgoing, sales-minded, self-motivated and multi-faceted to help grow our business.

Compensation

Competitive base pay ($150,000–$175,000) plus an attractive revenue share and a meaningful cash + equity partner —structured to maximize upside for high producers.