Wealth Advisor - Holistic Planning & Client
Listed on 2026-10-18
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
J.P. Morgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advised solutions for individuals and families in the Oklahoma City area.
You will leverage relationships and digital tools to provide an exceptional investor experience and deepen client relationships. The role requires at least 2 years in a financial advisory capacity, proven client acquisition, and holding or obtaining the Series 7 and Series 66 licenses
We are currently recruiting a Wealth Advisor
- Holistic Planning & Client Growth for our team in Oklahoma City, OK, United States.
This opportunity is for the Wealth Advisor
- Holistic Planning & Client Growth role at JPMorgan Chase & Co.
We are seeking a motivated Wealth Advisor
- Holistic Planning & Client Growth to join JPMorgan Chase & Co. in Oklahoma City, OK, United States.
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