Private Client Advisor, Wealth Management
JP Morgan Chase
J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor for the South San Diego area to build relationships and provide comprehensive financial planning and investment guidance to individuals and families, leveraging a broad product platform and digital tools. The role requires at least 2 years in a financial advisor role, Series 7 and Series 66 licenses (or obtained within 60 days), plus Life/Health/LTC licenses (or obtained within 60 days). #J-18808-Ljbffr JP Morgan Chase
Vacancy posted 2 days ago
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...000.00 Annually Senior Client Relationship Associate... ...and their professional advisors. Like all Plumb client-... ...operational teams to execute and manage production. Key... ...relationships with wealth advisors, CPAs, attorneys... ...management, family office, private client services,...Private clientFull timeWork at office- ...Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform... ...investment platform, specifically targeting private wealth clients. This role involves managing asset-raising campaigns for various funds, driving...Private client
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