Private Client Advisor: Holistic Wealth Solutions
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-06-19
Listing for:
Chase
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Chase is seeking a Private Client Advisor in Springfield, Missouri, to offer personalized investment solutions to clients. The role involves building strong client relationships, providing expert financial planning, and utilizing digital innovations to enhance client experience.
Requires at least 2 years of financial services experience and active licenses in Series 7 and Series 66. A Bachelor's degree and CFP certification are preferred. A competitive salary and benefits package are offered.
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