Wealth Advisor — Private Client & Digital Solutions
Chase
Chase is seeking a Private Client Advisor based in New York to assist clients with personalized investment solutions and comprehensive financial planning. The role emphasizes building strong relationships and fostering diversity within the team while supporting clients' financial needs. Applicants should have experience in client acquisition, a valid Series 7 license, and the capability to educate clients on investment technology. A Bachelor's degree and CFP certification are preferred. #J-18808-Ljbffr Chase
Vacancy posted 4 days ago
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