Private Client Advisor, Wealth Planning & Relationships

A financial services firm located in Vermont is seeking a Private Client Advisor for their Chase Wealth Management division. This role requires a strong focus on building client relationships and delivering personalized investment solutions. Candidates should have at least 2 years in a Financial Advisor position, relevant licenses, and a passion for educating clients about investments. The firm values diversity and offers a collaborative work environment. #J-18808-Ljbffr