JPMorgan Chase
A leading financial institution is seeking a Private Client Advisor in Westminster, CA. The role involves providing comprehensive financial planning and personalized investment solutions to a diverse clientele. Candidates must have at least 2 years of experience in a Financial Advisor role, demonstrate strong client acquisition and relationship management skills, and possess essential licenses such as Series 7 and Series 66. This position offers an opportunity to foster client relationships while championing the bank's goals.
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