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Executive Director, Wealth & Investment Strategy
Job in
Summit, Union County, New Jersey, 07902, USA
Listed on 2026-06-01
Listing for:
Chase
Full Time
position Listed on 2026-06-01
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Chase is seeking an Investment Advisor located in Summit, New Jersey. The role focuses on conducting investment reviews, developing investment policies, and providing guidance to clients on asset allocation strategies.
Candidates must hold a Bachelor's degree and possess Series 7, 66, and Insurance licenses. Ten years of experience in Private Banking or Financial Services is required, along with strong skills in relationship management and sales.
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