JPMorgan Chase & Co.
Private Client Wealth Advisor | Relationship & Planning
JPMorgan Chase & Co., Westlake Village, California, United States, 91361
A leading global financial services firm is seeking a Private Client Advisor in California. This role involves providing comprehensive financial planning and personalized investment advice to individuals and families. The ideal candidate has at least 2 years in a Financial Advisor role, success in client acquisition, and must obtain relevant licenses. Embrace digital innovations and champion client education for a top-tier investment experience. Join a diverse team focused on delivering exceptional client service.
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