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Wealth Advisor Private Clients

Job in Columbia, Lexington County, South Carolina, 29228, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for Private Clients
Location: Columbia

A major financial services firm in South Carolina is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. This role involves building client relationships and supporting their financial needs through education on digital tools. Candidates should have significant experience in a financial advisory capacity, hold necessary licenses, and exhibit a commitment to client success. The position emphasizes relationship management over portfolio management and fosters a diverse team culture.
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