Wealth Planning & Private Client Advisor
testing site jpmcChicago, IL
Wealth Planning & Private Client Advisor
L5
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesJPMorgan 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
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Level
SeniorL5
Location
Chicago, IL
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
7 days ago
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