Wealth Advisor: Holistic Planning & Client Relationships
Chase
Chase is looking for a Private Client Advisor in Riverside, California, to offer comprehensive financial planning and advice. This role involves building a book of business while fostering a culture of diversity and deepening client relationships. Requirements include at least 2 years of experience in a financial advisory role and a Series 7 license. Preferred qualifications include a Bachelor's degree and CFP certification. Join Chase to utilize cutting-edge technology in client service. #J-18808-Ljbffr Chase
Vacancy posted 2 days ago
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