Wealth Advisor: Private Client & Holistic Planning

Testing Site - JPMC

JPMorgan Chase in Long Beach, CA, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase Wealth Management resources and digital tools.

You will build and manage client relationships, apply goals-based planning, stay compliant with licenses (Series 7/66 and insurance), and collaborate with partners to provide tailored solutions.

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Vacancy posted 3 days ago

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