Wealth Growth Advisor - Private Client Solutions
testing site jpmcMarienthal, KS
Wealth Growth Advisor - Private Client Solutions
testing site jpmcMarienthal, KS
5 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesAbout the role
J.P. Morgan Chase is seeking a Private Client Advisor for Chase Wealth Management in Wichita, KS. You will provide comprehensive financial planning and advice to individuals and families, building a robust book of business while delivering personalized investment solutions. Ideal candidates bring 2+ years in a financial advisory role, a strong track record in client acquisition, and active Series 7/66 licenses with Life/Health/LTC licenses. CFP preferred; Bachelor's degree preferred.
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JOB OVERVIEW
Experience level
Senior
Location
Marienthal, KS
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago
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