JPMorgan Chase & Co. in the United States is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families.
You will build a book of business and deliver personalized investment solutions while educating clients on digital channels and solutions. The role requires industry licenses (Series 7/66, Life/Health/LTC) or progression toward them within 60 days, plus a CFP credential preference and a Bachelor’s degree.
#J-18808-LjbffrPrivate Client Advisor: Holistic Wealth & Planning in allen at Unknown Company
This position is listed as full time and onsite.