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Private Wealth Advisor: Holistic Planning & Digital Tools

Job in Fredericksburg, Stafford County, Virginia, 22403, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2025-11-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70000 - 90000 USD Yearly USD 70000.00 90000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Virginia is seeking a Private Client Advisor to provide comprehensive financial planning and deliver exceptional client experiences. The successful candidate will manage relationships and offer tailored investment solutions, while ensuring compliance with industry regulations. Key qualifications include a valid Series 7 and Series 66 licenses, as well as strong skills in client acquisition and financial planning.
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