testing site jpmcChicago, IL
Wealth Planning & Private Client Advisor
Wealth Planning & Private Client Advisor
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)JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management to provide comprehensive financial planning and investment guidance to individuals and families. You will build trusted relationships and deliver tailored solutions to meet clients' evolving needs. A valid Series 7 and Series 66 are required, along with Life/Health/LTC licenses or the ability to obtain them within 60 days. Responsibilities include growing a book of business, educating clients on markets and digital
Also on the board Same function, level within a rung
Level
Senior
Location
Chicago, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
8 days ago