Wealth Advisor Private Clients (Holistic Planning & Digital)

Testing Site - JPMC

J.P. Morgan Chase in Minnesota is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and personalized investment guidance to individuals and families.

You will grow a book of business, collaborate with partners, and navigate markets with integrity, using digital tools to enhance client experiences. Applicants should have at least 2 years as a financial advisor, series 7 and 66, life/health/LTC licenses, with CFP preferred and a bachelor’s

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Vacancy posted 3 days ago

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