Private Wealth Advisor - Holistic Planning & Growth
Job in
Sanford, York County, Maine, 04073, USA
Listed on 2026-08-30
Listing for:
JPMorgan Chase & Co.
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
JPMorgan Chase & Co. is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and tailored investment guidance for individuals and families.
You will build a book of business, rely on relationship-building skills, and work with partners to deepen client engagement. The role requires a minimum of 2 years in a Financial Advisor role, active Series 7 and Series 66 licenses or the ability to obtain within 60 days, and Life/Health/LTC licenses or
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