Private Client Advisor: Wealth Strategy & Digital Guidance
Chase
Chase is seeking a Private Client Advisor in Tampa, Florida, to provide comprehensive financial planning and advice to clients. This role entails building client relationships and delivering tailored investment solutions. Candidates should have at least 2 years of relevant experience and a valid Series 7 license. The position includes a competitive rewards package and a commitment to diversity in the workplace. Qualifications include proven client acquisition skills and the ability to provide holistic financial coaching. The ideal candidate is also expected to continue their education and obtain necessary certifications. #J-18808-Ljbffr Chase
Vacancy posted 2 days ago
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