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Wealth Advisor - Holistic, Client-First Planning
Job in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-05-31
Listing for:
TwinThread
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
Chase Wealth Management seeks a Private Client Advisor in Missouri to provide exceptional financial planning and advice. You will cultivate client relationships, offering personalized investment solutions while focusing on achieving client goals. A minimum of 2 years of experience in financial advisory is essential, along with licenses in Series 7 and Series 66. This role emphasizes diversity and integrity, showing unwavering commitment to client service and education.
A competitive benefits package including health care and retirement options is offered.
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