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Private Client Advisor: Wealth & Digital Relationships

Job in Mentor, Lake County, Ohio, 44060, USA
Listing for: JPMorgan Chase & Co.
Full Time position
Listed on 2026-10-15
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Sales
Salary/Wage Range or Industry Benchmark: 100000 - 150000 USD Yearly USD 100000.00 150000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase & Co. in Mentor, OH is seeking a Private Client Advisor to provide comprehensive financial planning and investment guidance to individuals and families.

You will build a book of business, deliver tailored investment solutions, and collaborate with partners to ensure an exceptional investor experience across digital channels. The role requires Series 7/66 licenses (or to obtain within 60 days) and Life/Health/LTC licenses, with CFP preferred and a bachelor’s degree.

Our team is growing, and we are hiring a Private Client Advisor:
Wealth & Digital Relationships in Mentor, OH, United States.

This role, Private Client Advisor:
Wealth & Digital Relationships at JPMorgan Chase & Co., could be your next opportunity.

Are you ready to take on the Private Client Advisor:
Wealth & Digital Relationships role at JPMorgan Chase & Co.?

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