Wealth Management Advisor
On-site · Spartanburg, South Carolina, United States
Job Summary
As a Wealth Management Advisor, you will manage personal trusts and estates, custodial accounts, and retirement plans while ensuring compliance with IRS and relevant state codes. Responsibilities include nurturing existing client relationships, identifying new business opportunities, and advising clients on financial products. Strong interpersonal skills, attention to detail, and the ability to manage risks are essential. The role demands a Bachelor's degree and 2-4 years of relevant experience.
Required Qualifications
- Bachelor’s degree in business or equivalent combination of education and work experience required
- 2-4 years related work experience required
Additional Requirements
- Sponsorship not available for role
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