Private Client Advisor — Wealth & Digital Planning
JPMorgan Chase & Co.
JPMorgan Chase & Co. is seeking a Private Client Advisor in New Rochelle, NY, to offer comprehensive financial planning and investment solutions to clients. This role demands at least 2 years of financial advisory experience and strong relationship-building skills. The successful candidate will educate clients on investment technology and personal finance, fostering strong client relationships while adhering to compliance standards. The ideal candidate will possess Series 7 and 66 licenses and a commitment to goals-based financial planning. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 4 days ago
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