Private Client Advisor: Holistic Wealth & Digital Access
Job in
Hilliard, Franklin County, Ohio, 43026, USA
Listed on 2026-08-10
Listing for:
Fairygodboss
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
J.P. Morgan Chase is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions for individuals and families.
You will build a trusted client base, apply goals-based planning, and coordinate with partners to provide holistic guidance across channels. Role requires Series 7, Series 66 within 60 days, and Life/Health/LTC licenses within 60 days.
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