Private Client Advisor: Holistic Wealth & Digital Guidance
JPMorganChase
A leading financial institution seeks a Private Client Advisor to offer comprehensive financial planning and advice in Montclair, New Jersey. The role involves building client relationships, providing investment solutions, and educating clients on financial management tools. Candidates should have at least 2 years of experience in financial advisory, with necessary licenses including Series 7 and 66. A Bachelor's degree and CFP certification are preferred, with a commitment to diversity and inclusion emphasized. #J-18808-Ljbffr JPMorganChase
Vacancy posted 2 days ago
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