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Private Client Advisor: Relationship & Wealth Planning

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-06-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Banking & Finance, Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

JPMorgan Chase in Tulsa, Oklahoma is seeking a Financial Advisor to provide personalized investment solutions and holistic financial coaching to clients. The role emphasizes client acquisition and developing relationships, focusing on understanding clients' needs and delivering value through financial services.

Qualified candidates should have at least 2 years of experience in a Financial Advisor role, hold a valid Series 7 and Series 66 licenses, and demonstrate a commitment to goals-based planning. A competitive rewards package is offered.

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