Private Client Wealth Advisor — Holistic Planning
Job in
Savannah, Chatham County, Georgia, 31441, USA
Listed on 2026-06-20
Listing for:
Chase
Full Time
position Listed on 2026-06-20
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Chase in Savannah, Georgia is seeking a Private Client Advisor responsible for offering comprehensive financial planning to clients. This role emphasizes building client relationships and providing personalized investment solutions.
Candidates should have at least 2 years of financial advising experience, along with a proven record of client acquisition. Necessary licenses include Series 7 and 66, and preferred qualifications include a CFP certification.
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