Private Client Advisor - Build Relationships & Wealth
JPMorgan Chase
J.P. Morgan Chase Wealth Management is seeking a Private Client Advisor for Parsippany and Boonton, NJ. You will build a book of business, provide comprehensive financial planning, and deliver investment solutions to a diverse client base. Responsibilities include client relationship management, applying goals-based planning, and educating clients on digital tools to monitor and manage investments. Licensing requirements include Series 7, Series 66, andLife/Health insurance, with CFP preferred #J-18808-Ljbffr JPMorgan Chase
Vacancy posted more than 2 months ago
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