Financial Advisor - Great Job! Greenville OR Spartanburg

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 5+ years and has an outstanding reputation, strong leadership, and excellent long-term growth potential.

The ideal candidate will combine strong relationship-building skills with the ability to confidently communicate financial concepts, support clients through personalized planning, and help grow the business through proactive outreach and client engagement.

This role offers a base salary up to approximately $130,000 depending on experience. Total compensation for experienced Financial Advisors could exceed $200-250k.

Responsibilities:

• Meet with clients to assess financial goals, current financial circumstances, and long-term objectives.

• Develop customized financial planning strategies aligned with each client’s needs and priorities.

• Build and maintain strong client relationships through proactive communication, follow-up, and ongoing support.

• Conduct outreach efforts to generate new business opportunities and expand client relationships.

• Educate clients on financial planning strategies, investment concepts, and wealth management solutions in a clear and practical manner.

• Support clients through both in-person and virtual communication channels, including phone and online meetings.

• Maintain accurate documentation of client interactions, recommendations, and follow-up activities within company systems.

• Collaborate closely with an experienced internal team to deliver exceptional client service and support continued growth of the practice.

Qualifications:

• Experience in financial planning, financial counseling, or a closely related advisory role.
• Comfortable using computers, digital platforms, and standard business software in a fast-paced environment.
• Demonstrated success in inside sales, client outreach, or relationship-based phone support.
• Ability to deliver detail-oriented assistance to clients through remote communication methods.
• Strong communication skills with the ability to explain financial information in a clear and client-friendly manner.
• Organized approach to managing multiple client conversations, follow-ups, and documentation.
• High level of attention to detail, sound judgment, and commitment to client service.

Compensation

$60,000.00-$130,000.00 Yearly

About Us

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.