JPMorgan Chase & Co. is seeking a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families. You will grow a book of business, cultivate client relationships, and provide tailored solutions with a focus on goals-based planning and digital tools.
The role requires licensing (Series 7, 66, and Life/Health/LTC) and a strong commitment to integrity, client education, and cross‑partner collaboration within Chase Wealth Management.
#J-18808-LjbffrPrivate Client Advisor: Build Relationships & Guide Wealth in thousand oaks at Unknown Company
This position is listed as full time and onsite.