Private Client Wealth Advisor
Chase
Chase is hiring a Private Client Advisor in Los Alamitos, CA. The ideal candidate will provide comprehensive planning and support clients in achieving their financial goals. This role emphasizes relationship management over strict portfolio management. Candidates must have at least 2 years of financial advisory experience, a valid Series 7 and Series 66 (or 63/65) license, and a commitment to client success through personalized service. Benefits include comprehensive healthcare and wellness options. #J-18808-Ljbffr Chase
Vacancy posted 1 day ago
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