JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families in New York.
You will help clients build wealth, advise on tailored solutions, and refer Chase partners to deepen client relationships. The role requires a Series 7 and a Series 66 or equivalently obtained within 60 days, plus Life/Health/LTC licenses.
#J-18808-LjbffrPrivate Client Advisor - Wealth & Relationship Builder in north lindenhurst at Unknown Company
This position is listed as full time and onsite.