JPMorgan Chase & Co.
Private Wealth Advisor: Holistic Planning & Digital Tools
JPMorgan Chase & Co., Chicago, Illinois, United States, 60290
A leading financial institution based in Chicago seeks an experienced Private Client Advisor to provide comprehensive financial planning and advice. The role requires a minimum of two years of financial advisory experience and strong relationship management skills. Candidates must hold relevant licenses, including Series 7 and Series 66, or be willing to obtain them. This position offers the opportunity to advise clients on investment solutions while focusing on building long-term relationships.
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