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Wealth Advisor Private Clients & Planning
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-02-01
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Location: Columbia
A leading financial services firm in Columbia, SC is seeking a Private Client Advisor to provide financial planning and investment solutions. The ideal candidate will have at least 2 years of experience, an active Series 7 License, and demonstrate strong client relationship skills. This role focuses on delivering exceptional customer service and fostering long-term client relationships while embracing digital innovations.
The company offers a competitive salary and comprehensive benefits package.
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