testing site jpmcHartford, CT
Private Client Wealth Advisor
Private Client Wealth Advisor
Private Client Wealth Advisor
testing site jpmcHartford, CT
5 days ago
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)J.P. Morgan Chase in Stamford, CT, seeks a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families. You will build client relationships, deliver personalized investment solutions, and educate clients on technology/ channels for self-guided investing. The role requires a Series 7 and Series 66 (63/65) or eligibility within 60 days, plus Life/Health/LTC licenses.
Also on the board Same function, level within a rung
Level
Senior
Location
Hartford, CT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
5 days ago