About this opportunity
JPMorgan Chase & Co. lists this Private Client Advisor, Wealth Planning & Relationships opportunity in mercer island, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
A leading financial services firm is seeking a Private Client Advisor to deliver personalized investment solutions to clients in Mercer Island. In this role, you will be responsible for building client relationships, providing comprehensive financial planning, and demonstrating strong integrity. Candidates must have at least 2 years of financial advisory experience and relevant licenses such as Series 7 and 66. A Bachelor’s degree and CFP certification are preferred. Join a team committed to fostering diversity and enhancing client experiences.
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Worksite address
mercer island, WA, 98040, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.