Wealth Advisor - Private Client, Holistic Planning
TwinThread
J.P. Morgan is seeking a Private Client Advisor in Roseville to provide personalized financial planning and investment advice. The role focuses on building strong relationships with clients and offering tailored investment solutions while fostering a culture of diversity. The ideal candidate will have at least 2 years in a financial advisory role and possess the required licenses, including Series 7 and Series 66. A Bachelor’s degree and CFP certification is preferred. #J-18808-Ljbffr TwinThread
Vacancy posted 4 days ago
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