Private Client Wealth Advisor - Holistic Planning
JP Morgan Chase
JPMorgan Chase is seeking a Private Client Advisor for Ventura and Santa Barbara, CA. You will deliver comprehensive financial planning and investment advice to individuals and families, building strong client relationships and leveraging digital tools to enhance the client experience. The role requires a proven track record in client acquisition and service, with active Series 7/66 licenses and appropriate state licenses. #J-18808-Ljbffr JP Morgan Chase
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Ventura and Santa Barbara, CA Ventura, CA, United States... ...offer comprehensive financial planning and advice to individuals and families... ...their investments Provide a holistic view of the firm's clients’ needs...Private clientFull time$70k - $80k
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