Wealth Advisor - Holistic, Client-First Planning

TwinThread LLC

Vancouver, WA

JOB DETAILS
SKILLS
Customer Acquisition, Customer Relations, Financial Planning, Health Plan, Retirement Plan, Series 7
LOCATION
Vancouver, WA
POSTED
1 day ago

J.P. Morgan Chase in Vancouver, WA, is seeking a Private Client Advisor to provide comprehensive financial planning and advice to clients. This role focuses on building strong client relationships and delivering personalized investment solutions. Candidates should have at least 2 years of experience in financial advising, strong client acquisition skills, and relevant licenses including Series 7 and 66. The position includes a competitive rewards package with various benefits such as health care coverage and retirement plans.#J-18808-Ljbffr

About the Company

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TwinThread LLC