?? Wealth Manager – Greenville, SC
Starting Salary: $60,000 + Performance Incentives

Are you a driven financial professional with a passion for helping clients build and protect their wealth? We’re seeking a Wealth Manager to join our growing team in Greenville, South Carolina. This is an exciting opportunity to build long-term client relationships and make a meaningful impact on their financial futures.

About the Role
As a Wealth Manager, you will serve as a trusted advisor to individuals and families, providing holistic financial guidance tailored to their goals. You’ll collaborate closely with clients to understand their needs, develop personalized financial strategies, and deliver exceptional ongoing service.

Responsibilities
Build and manage a portfolio of clients, fostering strong, long-term relationships
Develop customized financial plans focused on investments, retirement, insurance, tax efficiency, and estate planning
Conduct regular portfolio reviews and adjust strategies to align with client goals and market conditions
Stay current on financial markets, investment products, and regulatory changes
Identify opportunities for additional services and referrals
Maintain exceptional ethical and professional standards

Qualifications
Bachelor’s degree in Finance, Business, Economics, or related field (preferred)
Experience in wealth management, financial advising, or related financial services role
Strong communication and interpersonal skills
Ability to analyze complex financial information and present solutions clearly
Relevant certifications (CFP®, Series 7, Series 66, etc.) a plus, but not required

What We Offer
Starting salary of $60,000, with performance-based bonuses
Comprehensive benefits package
Professional development support and advancement opportunities
Collaborative, client-focused work environment
Opportunity to build a rewarding long-term career in one of the fastest-growing regions in the Southeast

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.