Private Wealth Advisor: Relationship Growth & Planning
Chase
Chase is seeking a Private Client Advisor in Alhambra, California, to provide comprehensive financial planning and investment solutions to clients. Responsibilities include fostering client relationships, understanding financial markets, and embracing digital innovations to enhance client experience. Applicants should have at least 2 years of financial advisory experience, possess key licenses such as Series 7 and Series 66, and ideally hold a Bachelor's degree or CFP certification. This role requires integrity, a commitment to goals-based planning, and a passion for client education. #J-18808-Ljbffr Chase
Vacancy posted 20 hours ago
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