Private Client Advisor: Wealth Planning & Digital Solutions
JPMorgan Chase & Co.
A leading global financial services firm in Chicago seeks a Private Client Advisor for Chase Wealth Management. The role focuses on providing comprehensive financial planning and investment solutions tailored to individual and family clients. Candidates must possess at least 2 years in a Financial Advisor role, along with a commitment to client acquisition and relationship management. This position offers an opportunity to educate clients using digital technology and requires various financial licenses. Strong ethical guidelines and a passion for client service are essential for this role. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 3 days ago
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Overview The Client Specialist is a sophisticated wealth expert that focuses on holistically... ...wealth management solutions, and delivers a... ...engage with other advisors on client... ...clients' wealth and planning needs. Your new business... ...advisors and private client bankers, you...Private client
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