ZipRecruiter

Log In

1

Wealth Management Jobs in Greer, SC (NOW HIRING)

United Community Bank

Investment Analyst

Greenville, SC · On-site

$73 - $87/hr

Overview The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership ...

United Community Bank

Investment Analyst

Greenville, SC · On-site

$72K/yr

The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership of Wealth ...

United Community Bank

Investment Analyst

Greenville, SC · On-site

$72K - $87K/yr

Overview The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership ...

United Community Bank

Investment Analyst

Greenville, SC · On-site

$72K - $87K/yr

Overview The Investment Analyst provides crucial research and due diligence findings regarding external investment managers to the Wealth Management Investment Management Council and the leadership ...

next page

Showing results 1-20

All JobsWealth Management JobsWealth Management Jobs in Greer, SC

Wealth Management information

See Greer, SC salary details

$72.1K

$94K

$112.5K

How much do wealth management jobs pay per year?

As of Sep 2, 2026, the average yearly pay for wealth management in Greer, SC is $93,964.00, according to ZipRecruiter salary data. Most workers in this role earn between $83,200.00 and $104,800.00 per year, depending on experience, location, and employer.

What is wealth management?

Wealth management is a discipline within the financial industry that focuses on advising clients about how to manage and increase their wealth. Wealth management services may include estate planning, advising on banking services and investments, assessing a client’s legal obligations and taxes, and planning for retirement and family obligations, such as setting up trusts and college funds. Wealth management clients include individuals, small businesses, and large corporations.

What is wealth management?

Wealth management is a professional service that combines financial and investment advice, accounting and tax services, retirement planning, and legal or estate planning for individuals, typically with high net worth. The goal is to help clients grow, protect, and manage their wealth over time. Wealth managers create customized strategies tailored to each client's specific financial goals and circumstances. These services often involve a long-term relationship, with regular reviews and adjustments as a client's needs change.

What are the key skills and qualifications needed to thrive in wealth management, and why are they important?

To thrive in Wealth Management, you need a solid understanding of financial markets, investment strategies, and portfolio management, typically supported by a degree in finance, economics, or a related field, and often a CFA or CFP certification. Expertise in financial planning software, risk assessment tools, and CRM systems is essential for managing client portfolios and relationships. Strong interpersonal skills, trustworthiness, and effective communication set top wealth managers apart in building long-term client trust. These skills and qualifications are crucial for delivering tailored financial advice, growing client assets, and maintaining compliance in a competitive industry.

What are some common challenges faced by professionals in wealth management and how can they be addressed?

Professionals in Wealth Management often encounter challenges such as managing diverse client expectations, staying updated with complex financial regulations, and adapting to shifting market conditions. Building strong client relationships and clear communication can help in understanding client goals and addressing concerns proactively. Continuous learning, leveraging technology, and collaborating with specialists like tax advisors and portfolio managers are essential strategies to navigate these challenges and provide comprehensive financial solutions.

What is the difference between Wealth Management vs Financial Advisor?

AspectWealth ManagementFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, Series 7, Series 66 often required
Work EnvironmentHigh-net-worth client focus, comprehensive servicesGeneral client financial planning, investment advice
Employer & IndustryPrivate banks, wealth management firmsIndependent, banks, financial planning firms

Wealth management typically involves providing comprehensive financial services to high-net-worth clients, including estate planning and tax strategies, often requiring advanced certifications. Financial advisors generally offer investment advice and financial planning to a broader client base. While overlapping in client interaction and certifications, wealth management emphasizes a holistic approach for affluent clients, whereas financial advisors serve a wider audience with more focused services.

Is wealth management a high paying career?

Wealth management is generally considered a high-paying career, with salaries often exceeding those of many other financial roles. Compensation can include base salary, bonuses, and commissions, and is influenced by experience, client portfolio size, and certifications such as the CFP or CFA. Successful wealth managers in senior positions can earn six-figure incomes or higher.

What does a wealth management do?

A wealth management professional provides financial planning and investment advice to high-net-worth clients, helping them grow and protect their assets. They analyze clients' financial situations, develop tailored strategies, and often use tools like financial software; certifications such as CFP or CFA are common in this field.
More about Wealth Management jobs

What are popular job titles related to Wealth Management jobs in Greer, SC?

For Wealth Management jobs in Greer, SC, the most frequently searched job titles are:

What job categories do people searching Wealth Management jobs in Greer, SC look for?

The top searched job categories for Wealth Management jobs in Greer, SC are:

What cities near Greer, SC are hiring for Wealth Management jobs?

Cities near Greer, SC with the most Wealth Management job openings:

Wealth Management jobs near you
Infographic showing various Wealth Management job openings in Greer, SC as of August 2026, with employment types broken down into 89% Full Time, 7% Part Time, and 4% Contract. Highlights an 83% In-person, 10% Hybrid, and 7% Remote job distribution, with an average salary of $93,964 per year, or $45.2 per hour.

Wealth Management Advisor

MassMutual South Carolina

Greenville, SC • On-site

$85 - $120/hr

Other

Posted 14 days ago

Job description

MassMutual South Carolina is a MassMutual firm dedicated to delivering innovative, advisor-centric financial strategies tailored to each advisor’s unique goals. We believe lasting success is built through long‑term relationships, thoughtful planning, and a holistic approach to practice management.

Our experienced team is committed to providing exceptional service and insightful guidance in an ever‑evolving financial landscape. We are currently seeking a Wealth Management Advisor to join our growing team. This role is ideal for a motivated professional with a strong foundation in financial planning, investment management, insurance solutions, and client relationship management.

As a Wealth Management Advisor, you will play a key role in helping clients build, preserve, and transition wealth while collaborating with internal partners to deliver comprehensive financial solutions.

Our open‑architecture investment platform is designed to preserve advisor independence while offering a broad range of solutions—empowering you to deliver objective, personalized advice. You will also have access to robust support teams, resources, and infrastructure to help optimize your practice and grow your business. MML Investors Services, LLC serves as the Broker‑Dealer.

Key Responsibilities

Build and maintain long‑term client relationships by developing a deep understanding of clients’ financial goals, risk tolerance, and investment preferences.

  • Perform comprehensive financial analyses to assess clients’ current financial positions and identify opportunities for growth and optimization.
  • Design and implement customized financial plans and investment strategies aligned with each client’s objectives, time horizon, and risk profile.
  • Recommend appropriate investment solutions—including equities, fixed income, mutual funds, and alternative investments—supported by market research and analysis.
  • Monitor and manage client portfolios, making proactive and strategic adjustments based on market conditions and changing client needs.
  • Provide ongoing financial guidance and proactive wealth management advice to help clients make informed and confident financial decisions.
  • Collaborate with internal and external partners, including tax professionals, estate planners, and legal advisors, to deliver integrated, holistic solutions.
  • Contribute to the firm’s growth by helping clients achieve long‑term financial success through disciplined planning and investment management.
  • Stay current on market trends, economic developments, and regulatory changes to ensure advice remains relevant and compliant.
  • Qualifications
    Required Skills, Qualifications & Compensation
    Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
  • Required: Active Series 7, Series 66, and South Carolina, Accident & Health licenses.
  • CFP® designation preferred.
  • Minimum of 3 years of experience in wealth management or financial services, with demonstrated experience in financial planning and portfolio management.
  • Strong knowledge of financial markets, investment products, and wealth management strategies.
  • Proficiency with financial planning and portfolio management tools, CRM systems, and Microsoft Office. Experience with RightCapital, MoneyGuidePro, and Wealthscape is a plus.
  • Skills
    Exceptional interpersonal skills with the ability to establish trust and long‑term client relationships.
  • Strong analytical and problem‑solving abilities with sound judgment and a results‑oriented mindset.
  • Excellent verbal and written communication skills, including the ability to clearly explain complex financial concepts.
  • Commitment to integrity, ethical standards, and strict adherence to regulatory and compliance requirements.
  • Compensation
    Competitive commission structure, allowances, and performance‑based bonuses.
  • Potential eligibility for a forgivable loan as a transition bonus for advisors bringing an existing book of business
#J-18808-Ljbffr

Apply