Wealth Advisor: Tailored Investment & Planning
JPMorganChase
JPMorgan Chase is seeking a Private Client Advisor in Walnut Creek, California, responsible for offering comprehensive financial planning and personalized investment solutions. In this role, you will build strong relationships with clients, utilizing your financial expertise to meet a diverse range of needs. You should have at least 2 years of experience in a similar role and hold relevant licenses, including Series 7 and 66. The position includes a competitive rewards package and an emphasis on diversity and inclusion. #J-18808-Ljbffr JPMorganChase
Vacancy posted 3 days ago
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