About this opportunity
JPMorgan Chase & Co. lists this Private Wealth Advisor & Client Advocate opportunity in city of canandaigua, New York. Review the employer’s description below for duties, qualifications and application requirements.
Job description
JPMorgan Chase & Co. is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning for individuals and families.
You will build relationships, deliver personalized investment solutions, and educate clients on digital tools to monitor their investments. The role requires active Series 7 and Series 66 licenses (or FCC-appropriate equivalents) and Life/Health/LTC licenses, with a focus on integrity and client-first service.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.