Wealth Advisor - Holistic, Client-First Planning

Aumni

  • Seattle, WA
  • 6 days ago
    Want to know if you’re a fit?
    Upload your resume and let our AI show you.

    Skills

    • Compensation and Benefitsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Diversityunmatched
    • Financial Planningunmatched
    • Health Planunmatched
    • Series 66unmatched
    • Series 7unmatched

    Description

    J.P. Morgan Chase is seeking a Private Client Advisor in Seattle, WA to offer financial planning and advice to a diverse clientele. The successful candidate will manage client relationships, deliver personalized investment solutions, and support clients in achieving their financial goals. A minimum of 2 years in a financial advisory role is required, along with active Series 7 and Series 66 licenses. The company values diversity and offers competitive compensation and benefits, including health coverage and retirement plans.#J-18808-Ljbffr

    Numbers & Facts

    LocationSeattle, WA

    Similar Jobs