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Financial Advisor Financial Consultant

Private Client Wealth Advisor – Holistic Planning & Digital

Job in Bluffton, Beaufort County, South Carolina, 29910, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-06-24
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
JPMorgan Chase & Co. is looking for a Private Client Advisor in Bluffton, South Carolina. You will provide comprehensive financial planning and investment solutions. Key responsibilities include building client relationships and supporting teammates. Required qualifications include at least 2 years in a financial advisor role, Series 7 and 66 licenses, and a commitment to goals-based planning. Preferred qualifications include CFP certification and a Bachelor's degree.

The role embraces digital innovations to enhance client experiences.
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