Wealth Advisor: Private Client & Holistic Planning
Job in
Richmond, Henrico County, Virginia, 23214, USA
Listed on 2026-07-04
Listing for:
JPMorgan Chase
Full Time
position Listed on 2026-07-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Services
Job Description & How to Apply Below
JPMorgan Chase is looking for a Private Client Advisor to join our Wealth Management team in Richmond, Virginia. You will provide expert financial advice to a diverse range of clients, focusing on relationship management and ensuring exceptional client experiences.
The ideal candidate will have at least 2 years of relevant experience and strong financial advisory skills. A Series 7 and Series 66 license are required, and CFP certification is preferred. Join us and help clients achieve their financial goals!
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