Private Client Wealth Advisor Holistic Planning & Digital Solutions
testing site jpmcNew York, NY
Private Client Wealth Advisor Holistic Planning & Digital Solutions
testing site jpmcNew York, NY
5 days ago
Occupations
Personal Financial AdvisorsFinancial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesPrivate HouseholdsAbout the role
J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management. You will deliver comprehensive financial planning and personalized investment solutions to individuals and families, leveraging digital tools to enhance the investor experience. Ideal candidates have at least 2 years in a financial advisory role, a Series 7 and Series 66, and a passion for goal-based planning and client relationships.
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JOB OVERVIEW
Experience level
Senior
Location
New York, NY
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago
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