Private Client Wealth Advisor Holistic Planning

Chase Bank

Savannah, GA

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Customer Acquisition, Customer Relations, Financial Planning, Series 7
LOCATION
Savannah, GA
POSTED
Today

Chase in Savannah, Georgia is seeking a Private Client Advisor responsible for offering comprehensive financial planning to clients. This role emphasizes building client relationships and providing personalized investment solutions.Candidates should have at least 2 years of financial advising experience, along with a proven record of client acquisition. Necessary licenses include Series 7 and 66, and preferred qualifications include a CFP certification.#J-18808-Ljbffr

About the Company

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Chase Bank