Private Client Wealth Advisor | Relationship & Planning
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Mooresville, NC is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role involves building relationships with clients to deliver personalized investment solutions and ensuring an exceptional investor experience. The ideal candidate will have at least 2 years of experience in a financial advisory role, with strong emphasis on client acquisition and integration with key partners. Series 7 and 66 licenses, as well as financial coaching skills, are essential. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 2 days ago
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