About this opportunity
JPMorgan Chase & Co. lists this Private Client Advisor: Wealth Planning & Digital Advisory opportunity in roseville, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JPMorgan Chase & Co. seeks a Private Client Advisor in Chase Wealth Management in Roseville, CA. You will provide comprehensive financial planning and invested solutions to individuals and families, building a long-term advisory relationship and coordinating with partners to deepen client outcomes.
You will leverage market knowledge, integrity, and digital tools to educate clients and offer holistic financial coaching beyond investments. Advanced licenses and a CFP preference improve candidacy.
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Worksite address
roseville, CA, 95678, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.