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Wealth Advisor for Private Clients

Chase

Chase is seeking a Private Client Advisor in Chino Hills, California. In this role, you will provide comprehensive financial planning and advice to clients, ensuring a personalized investor experience. You'll leverage a range of financial products and your expertise in financial markets. Candidates must have at least 2 years of relevant experience and possess a Series 7 and Series 66 license. Preferred qualifications include CFP certification and a bachelor's degree. The position offers opportunities for personal and professional growth within a diverse and inclusive environment. #J-18808-Ljbffr Chase

Vacancy posted 4 days ago
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