J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management in Corte Madera, CA.
You will build a personal book of high‑net‑worth clients, deliver tailored investment solutions, and provide comprehensive financial planning with a focus on relationship growth and client education. The role requires active securities licenses (Series 7, 66) and regulatory compliance, plus licenses for Life/Health/LTC.
#J-18808-LjbffrWealth Advisor for Private Clients — Digital Planning in corte madera at Unknown Company
This position is listed as full time and onsite.