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Private Client Wealth Advisor | Relationship & Planning
Job in
Bluffton, Beaufort County, South Carolina, 29910, USA
Listed on 2026-07-10
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
JPMorgan Chase & Co. is looking for a Private Client Advisor in Bluffton, SC, to provide comprehensive financial planning and advice. You will support a diverse range of clients, building strong relationships while offering tailored investment solutions.
Key responsibilities include educating clients on their investments, fostering culture of diversity, and maintaining integrity in every client interaction. Candidates should have a valid Series 7 and 66 licenses, alongside a Bachelor's degree or CFP preferred.
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