JPMorgan Chase & Co. in Lynnwood, WA seeks a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families, helping clients grow and protect wealth.
The role emphasizes building a book of business, partnering with specialists, and educating clients on digital tools to monitor investments. Requires Series 7, Series 66, and relevant licenses; CFP preferred; two years of advisor experience.
#J-18808-LjbffrPrivate Client Wealth Advisor in lynnwood at Unknown Company
This position is listed as full time and onsite.