Wealth Advisor — Private Clients & Comprehensive Planning

J.P. Morgan Chase’s Chase Wealth Management seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families.

You will build and nurture relationships, provide tailored investment solutions, and partner with bank referrals to deepen client connections while upholding the firm’s service standards. You will educate clients on digital tools, monitor market developments, and coordinate a holistic approach to wealth management, aligning