JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families, building strong relationships and delivering tailored investment solutions.
The role requires at least 2 years as a Financial Advisor, active Series 7 and 66, Life/Health/LTC licenses (or to obtain within 60 days), and bilingual English/Cantonese; CFP is preferred and a Bachelor’s degree is welcome.
#J-18808-LjbffrPrivate Client Advisor — Holistic Wealth Planning in san francisco at Unknown Company
This position is listed as full time and onsite.