Private Client Advisor - Wealth Planning & Tech Solutions

Fairygodboss

J.P. Morgan Chase is seeking a Private Client Advisor in Sarasota, Florida. This role involves offering comprehensive financial planning to clients while focusing on building strong relationships. Candidates must have at least 2 years of experience in a financial advisor role and hold various necessary licenses, including Series 7 and Series 66. The position emphasizes exceptional client service and requires a proactive, digitally-savvy approach. The firm offers a competitive total rewards package and values diversity and inclusion. #J-18808-Ljbffr Fairygodboss

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Vacancy posted 21 hours ago

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