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Private Client Advisor: Wealth Planning & Solutions

Job in Melbourne, Brevard County, Florida, 32935, USA
Listing for: Chase
Full Time position
Listed on 2026-06-23
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

Chase is looking for a Private Client Advisor based in Melbourne, Florida. In this role, you will support client relationships by providing comprehensive financial planning and advice. You will engage with clients to understand their needs and offer tailored investment solutions while delivering an exceptional investor experience.

The ideal candidate has at least 2 years of financial advisory experience, strong client relationship skills, and necessary licenses, fostering a diverse and inclusive environment.

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