JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families.
You will build relationships, deliver tailored investment solutions, and collaborate with partners to deepen client trust. This role requires at least 2 years in a financial advisor role, Series 7 and Series 66, and life/health licenses, with CFP preferred and a bachelor’s degree preferred.
#J-18808-LjbffrWealth Advisor for Private Clients | Holistic Planning in town of texas at Unknown Company
This position is listed as full time and onsite.