Accounting & Finance

Wealth Client Advisor — Digital Planning & Guidance

JP Morgan Chase

Torrance · California · United States

J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to deliver comprehensive financial planning and advice to individuals and families.

You will leverage leadership and relationships to connect clients with tailored investment solutions and Chase referrals, while supporting a strong, inclusive client experience. You will help clients monitor and adapt their strategies using digital tools and a holistic view of needs beyond investments, while upholding high

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Reference: WJ-5408_11434372

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