JPMorgan Chase & Co. in Berkeley seeks a Private Client Advisor within Chase Wealth Management to deliver holistic financial planning and investment solutions to individuals and families. You will interact with clients, leveraging digital tools to enhance their experience and outcomes.
Applicants should have 2+ years in a financial advisory role, a valid Series 7/66, and Life/Health/LTC licenses within 60 days. CFP preferred; a bachelor’s degree is desirable.
#J-18808-LjbffrPrivate Client Wealth Advisor in berkeley at Unknown Company
This position is listed as full time and onsite.