JPMorgan Chase & Co. in Mentor, OH is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.
You will build a book of business, deliver tailored investment solutions, and collaborate with partners to ensure an exceptional investor experience across digital channels. The role requires Series 7/66 licenses (or to obtain within 60 days) and Life/Health/LTC licenses, with CFP preferred and a bachelor’s degree.
#J-18808-LjbffrPrivate Client Advisor: Wealth & Digital Relationships in mentor at Unknown Company
This position is listed as full time and onsite.