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Private Client Advisor — Holistic Wealth Planning

JPMorgan Chase & Co.

JPMorgan Chase & Co. in San Francisco seeks a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and guidance to individuals and families, building strong relationships and delivering tailored investment solutions. The role requires at least 2 years as a Financial Advisor, active Series 7 and 66, Life/Health/LTC licenses (or to obtain within 60 days), and bilingual English/Cantonese; CFP is preferred and a Bachelor’s degree is welcome. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 2 days ago
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