Private Wealth Advisor — Holistic Planning & Growth
JPMorganChase
JPMorganChase in Plano, Texas is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial planning and investment solutions to clients ranging from first-time savers to high-net-worth individuals. The role demands excellent relationship management skills, a strong understanding of financial markets, and compliance with multiple licensing requirements. This position requires at least 2 years of financial advisory experience, a valid Series 7 and Series 66 license, and a passion for helping clients navigate their financial journeys. A Bachelor's degree and CFP certification are preferred. #J-18808-Ljbffr JPMorganChase
Vacancy posted 4 days ago
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