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Robert Half Logo Robert Half · Finance

Financial Advisor / Financial Planner

United States, Greenville or Spartanburg Employment contract 250000.00 USD / Year · Job Posted May 27, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • 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

What we offer

  • Medical, vision, dental, and life and disability insurance
  • enrollment in company 401(k) plan
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