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JPMorganChase

Wealth Planning & Client Advisor

village of scarsdale, NY

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About this opportunity

JPMorganChase lists this Wealth Planning & Client Advisor opportunity in village of scarsdale, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships, deliver investment solutions, and work with partners to deepen client relationships while upholding high standards of integrity and service.

Investment products are offered through JPMS; licenses include Series 7, 66, Life/Health; CFP preferred.

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