J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families.
You will leverage leadership and relationship-building to deliver personalized investment solutions and deepen client relationships across digital channels. The role requires 2+ years in financial services, active licensure (Series 7, 66) and applicable insurance licenses, with CFP preferred and a bachelor’s degree preferred.
#J-18808-LjbffrWealth Advisor: Holistic Planning & Client Growth in phoenix at Unknown Company
This position is listed as full time and onsite.