Specialized Roles:
Private Wealth Advisor | Holistic Financial Planning
Job in
Tampa, Hillsborough County, Florida, 33646, USA
Listing for:
JP Morgan Chase
Full Time
position
Listed on 2026-11-11
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Chase is seeking a Private Client Advisor in Tampa, Florida. In this role, you will provide comprehensive financial planning and advice to individuals and families, focusing on delivering personalized investment solutions. You are expected to have at least 2 years of financial advisory experience, and possess necessary licenses, including Series 7 and Series 66. You will contribute to a diverse culture while delivering exceptional client service.
A bachelor’s degree and CFP certification are preferred. A competitive rewards package is offered, including health benefits, retirement plans, and support for career growth.
We are seeking a motivated Private Wealth Advisor | Holistic Financial Planning to join JP Morgan Chase in Tampa, FL, United States. Please review the full job details above before applying. If your experience matches this role, we encourage you to apply.
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