Private Client Advisor - Wealth Planning & Digital Solutions
Job in
Alma, Wabaunsee County, Kansas, 66401, USA
Listed on 2026-01-15
Listing for:
J.P. Morgan
Full Time
position Listed on 2026-01-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. In this role, you will focus on building lasting client relationships while offering personalized investment solutions. Candidates should have at least 2 years of relevant experience, along with a Series 7 and Series 66 license. Join a team dedicated to achieving clients' financial goals and fostering an inclusive environment.
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