Private Client Wealth Advisor - Holistic Planning & Growth
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advisory services to individuals and families.
You will help clients grow and protect wealth by offering tailored investment solutions and leveraging Chase referrals to deepen relationships. Qualified candidates will have 2+ years in financial services, active Series 7 and Series 66, and hold or be willing to obtain life/health/licenses within 60 days.
We have an opening for a Private Client Wealth Advisor - Holistic Planning & Growth in City of Syracuse, NY, United States within Finance, Sales.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 75..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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