Wealth Advisor: Private Clients & Planning
Job in
Bradenton, Manatee County, Florida, 34205, USA
Listed on 2026-08-28
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
J.P. Morgan Chase seeks a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and investment advice to individuals and families in Florida.
You will leverage leadership and relationship-building skills to grow a client base while delivering tailored investment solutions and leveraging Chase referrals. The role requires active Series 7 and Series 66 licenses, plus Life/Health/LTC licenses or a plan to obtain them within 60 days.
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