Wealth Advisor: Private Client & Planning Expert
JPMorgan Chase
A leading financial services firm in Palo Alto is seeking a dedicated Private Client Advisor to provide personalized investment solutions and comprehensive financial planning. The ideal candidate will have a minimum of 2 years in a financial advisory role, demonstrating effective client acquisition and relationship management skills. A valid Series 7 and Series 66 licenses are required. This position provides the opportunity to build strong client relationships while embracing diversity and innovation, contributing to both client satisfaction and team success. #J-18808-Ljbffr JPMorgan Chase
Vacancy posted 4 days ago
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