Private Client Advisor - Holistic Wealth Planner
Aumni
J.P. Morgan Chase is seeking a Private Client Advisor for the Batavia area. This role focuses on building client relationships and offering comprehensive financial planning and investment solutions. Candidates should have at least 2 years of experience, a valid Series 7 and Series 66 license, and a commitment to client success. A Bachelor's degree and CFP® certification are preferred. The position emphasizes a strong understanding of financial markets and relationship management skills. #J-18808-Ljbffr Aumni
Vacancy posted 2 days ago
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