Accounting & Finance

Private Client Advisor: Wealth Growth & Relationships

JPMorgan Chase & Co.

San Francisco · California · United States

JPMorgan Chase & Co. in San Francisco seeks an experienced Financial Advisor to grow client relationships and provide personalized investment solutions.

You will leverage leadership, integrity, and market knowledge to guide clients in monitoring and adjusting their portfolios, while embracing digital channels for enhanced access. Ideal candidates have 2+ years in a financial advisory role, active Series 7/66, and appropriate life/health licenses, with CFP preferred and a degree welcomed.

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Reference: WJ-5408_6080210

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