About this opportunity
Testing Site - JPMC lists this Private Client Advisor: Wealth Planning & Digital Solutions opportunity in wintersville, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
J.P. Morgan Chase in Ohio is seeking a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and advisory services to individuals and families.
You will build trusted relationships, provide investment solutions, and coordinate with partners to deepen client engagement. The role requires at least 2 years in financial advisory, a Series 7 and Series 66 licenses (or to obtain within 60 days), and a life/health LTC license (or to obtain within 60 days).
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.