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Private Client Advisor: Wealth Planning
Job in
Greenville, Greenville County, South Carolina, 29610, USA
Listed on 2026-01-24
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor in Greenville, SC. In this role, you will provide comprehensive financial planning and personalized investment solutions to clients. Your success will depend on your ability to build strong relationships and educate clients on available technologies. Ideal candidates have at least 2 years of financial advisory experience and a valid Series 7 and Series 66 license.
The firm offers a competitive rewards package and values diversity and inclusion.
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