Upvote
Downvote
J.P. Morgan Wealth Management - Private Client Advisor, And Surrounding Areas
Share Job
- Suggest Revision
Full-time
- Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
- As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
- This will be done with a consistent focus on relationship management, not portfolio management
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP) certification is preferred
Active Job
Updated TodaySimilar Job
Relevance
Active