Wealth Advisor: Holistic Planning & Client
Job in
Chagrin Falls, Geauga County, Ohio, 44023, USA
Listed on 2026-09-01
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Location: Chagrin Falls
JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and investment advice to individuals and families.
You will build lasting client relationships, leverage technology, and partner referrals to meet diverse financial needs. The ideal candidate brings 2+ years in financial advisory, active licenses (Series 7/66 and Life/Health), and a commitment to high-integrity, goals-based planning.
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