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Private Client Advisor: Wealth Planning
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-01-20
Listing for:
JPMorganChase
Full Time
position Listed on 2026-01-20
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: Columbia
A leading financial services firm in Columbia, South Carolina is seeking a Private Client Advisor to offer comprehensive financial planning and advice. You will support clients ranging from beginners to high-net-worth individuals by delivering personalized investment solutions. This role requires at least 2 years of experience as a Financial Advisor, a Series 7 license, and a commitment to client relationship management.
The firm emphasizes diversity and inclusion in the workplace and offers competitive rewards and comprehensive benefits.
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