Elite Private Client Advisor — Wealth Management
Chase
Chase is seeking a Private Client Advisor in San Marcos, California, who will be responsible for delivering personalized investment solutions and providing exceptional client experiences. This role focuses on relationship management and requires at least 2 years of financial advisory experience and a Series 7 license. The ideal candidate will have strong skills in client acquisition and a commitment to financial planning. Preferred qualifications include a Bachelor's degree and CFP certification. #J-18808-Ljbffr Chase
Vacancy posted 1 day ago
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