Wealth Planning & Private Client Advisor
Listed on 2026-10-18
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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
The Wealth Planning & Private Client Advisor position in the Finance, Sales field is open for applications.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 90..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning & Private Client Advisor role in the description above.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).