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Wealth Advisor: Holistic Planning & Digital Solutions

JPMorgan Chase & Co.

JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families. The role emphasizes relationship-building, client acquisition, and using digital tools to enhance the investor experience while maintaining high ethical standards. Candidates should hold Series 7 and 66 licenses and preferably CFP; a bachelor’s degree is preferred. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 2 days ago
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