Wealth Relationship Advisor for Private Clients
JPMorganChase
JPMorganChase in Hauppauge, New York, seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will build client relationships while offering personalized investment solutions, ensuring an exceptional client experience. The ideal candidate should have at least 2 years of experience as a Financial Advisor, hold a valid Series 7 and Series 66 license, and demonstrate success in client acquisition. A Bachelor's degree and CFP® certification are preferred. #J-18808-Ljbffr JPMorganChase
Vacancy posted 4 days ago
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