J.P. Morgan
Private Client Advisor - Wealth Planning & Digital Solutions
J.P. Morgan, Auburn, Washington, United States, 98002
A global financial services firm is seeking a Private Client Advisor in Auburn, WA. In this role, you'll provide comprehensive financial planning and advice to various clients, emphasizing relationship management and investment solutions. A successful candidate will have at least 2 years of experience in a Financial Advisory position, with required licenses such as Series 7 and Series 66. You're expected to embody a culture of diversity while delivering personalized client experiences.
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