Wealth Advisor: Private Client & Holistic Planning
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Finance & Banking
Job Description & How to Apply Below
JPMorgan Chase in Long Beach, CA, seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, leveraging Chase Wealth Management resources and digital tools.
You will build and manage client relationships, apply goals-based planning, stay compliant with licenses (Series 7/66 and insurance), and collaborate with partners to provide tailored solutions.
Are you ready to take on the Wealth Advisor:
Private Client & Holistic Planning role at Testing Site - JPMC?
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Long Beach, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 85..
We aim to respond to suitable candidates as soon as possible.
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