Wealth Advisor: Tailored Investment & Planning
JPMorganChase
JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships. Responsibilities include building a book of business, educating clients on digital solutions, and offering comprehensive financial advice. We provide a competitive compensation package and a commitment to diversity and inclusion within our workforce. #J-18808-Ljbffr JPMorganChase
Vacancy posted 3 days ago
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