National Branch Wealth Advisor
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Plano, TX is seeking a Personal Advisor in Wealth Management to partner with clients, build personalized financial plans, and match clients with portfolios managed by the Chief Investment Officer. You will meet clients via video or phone appointments and provide ongoing advisory support as part of a hybrid office team. Responsibilities include leveraging wealth planning knowledge, converting leads into clients, and delivering holistic goals-based planning. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 1 day ago
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