Holistic Wealth Advisor for Private Clients
JPMorgan Chase & Co.
At JPMorgan Chase & Co. in Los Angeles, the Private Client Advisor will offer comprehensive financial planning and advice to individuals and families, aiming to enhance their investment experience and deepen client relationships. The role emphasizes building a book of business through personalized investment solutions. Applicants should have at least 2 years of experience in a financial advisory role, with a strong background in client relationship management and the required licenses. A Bachelor's degree and/or CFP® certification is preferred. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 4 days ago
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