Wealth Advisor: Holistic Planning & Client Growth

Chase Bank

Salinas, CA

JOB DETAILS
SKILLS
Customer Acquisition, Customer Relationship Management (CRM), Diversity, Financial Planning, Series 7, Team Player
LOCATION
Salinas, CA
POSTED
Today

Chase is looking for a Private Client Advisor in Salinas, California. This role involves providing comprehensive financial planning and investment solutions to clients, emphasizing relationship management.Ideal candidates will have at least 2 years of experience in a Financial Advisor role, strong client acquisition skills, and the necessary licenses including Series 7 and Series 66. The position fosters diversity and offers a collaborative working environment.#J-18808-Ljbffr

About the Company

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Chase Bank