Private Wealth Advisor: Holistic Planning & Digital Tools
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Puyallup, WA is seeking a Private Client Advisor to deliver comprehensive financial planning and advice to individuals and families. The role emphasizes building a book of business through client relationship management and delivering personalized investment solutions. Candidates should have at least 2 years of financial advising experience, a valid Series 7 license, and should be dedicated to helping clients achieve their financial goals while fostering an environment of diversity and inclusion. A Bachelor’s degree and CFP® certification are preferred. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 2 days ago
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