Private Client Advisor: Holistic Wealth Planning
Mcknights
Mcknights is hiring a Private Client Advisor for Chase Wealth Management in Azusa, California. This role requires expertise in financial planning to offer comprehensive advice to diverse clients, from beginners to high net worth individuals. The successful candidate will champion team success and build lasting client relationships. Required qualifications include a valid Series 7 and Series 66 licenses, along with significant experience in a Financial Advisor role. A strong commitment to ethical principles and client education is essential. #J-18808-Ljbffr Mcknights
Vacancy posted 5 days ago
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