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Wealth Advisor Private Clients

Job in Bellingham, Whatcom County, Washington, 98227, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Position: Wealth Advisor for Private Clients
A major financial services firm in Bellingham is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. You will build strong client relationships and offer expertise ranging from initial savings to wealth management. The ideal candidate possesses at least 2 years of experience in financial advice, holds essential licenses, and is driven to foster client satisfaction.

This role offers a competitive salary and extensive benefits, promoting a diverse and inclusive workplace.
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