General informationName Senior Managing Advisor, Wealth Advisory
Posting Title Senior Managing Advisor, Wealth Advisory
Ref # 2237773
Date Published Thursday, October 22, 2026
City Charleston
State South Carolina
Country United States
Job Category Wealth Advisory
Advertised Location US-SC-Charleston
Working time Full Time
Description & RequirementsWhat You Will Do:- Serve on a team of Wealth Management professionals serving high-net-worth clients.
- Create, implement, and monitor comprehensive financial planning strategies including:
- Retirement Planning
- Investment Management
- Education Planning
- Estate & Legacy Planning
- Survivor Assistance
- Develop/maintain in-depth expertise and knowledge of wealth management solutions and services.
- Manage and prioritize multiple, concurrent client projects, ensuring timely delivery while maintaining clear, strategic communication across all levels.
- Engage in business development by cultivating professional relationships and identifying opportunities to assist new clients
Minimum Qualifications:
- Bachelor's Degree
- 7+ years of relevant experience in financial planning, including serving as a lead advisor to high-net-worth families.
- CFP, CPA, CTFA or similar designation.
Preferred Qualifications:- Financial Planning Degree
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