Wealth Planner & Client Relationship Expert
Aumni
J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships, deliver personalized investment solutions, and help clients monitor and manage their investments using digital tools. The role requires at least 2 years in a financial advisory role, a valid Series 7 and Series 66 license (or obtain within 60 days), and Life, Health and Long-Term Care licenses. #J-18808-Ljbffr Aumni
Vacancy posted 1 day ago
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